Time
Ninja DocSign: send PDFs for signature without leaving your CRM.
Upload a PDF, place fields and signers, send the packet, and watch status move from draft to completed, right inside your workspace with search, templates via duplicate, and room for automation hooks.
Close the loop from quote to signed agreement.
The signing hub is built for revenue teams: one table for every envelope, clear progress per signer, and actions to iterate fast when the deal changes shape.
Start with the real file
Upload PDFs and open the editor in one motion
Drop in the contract or order form you already have, NinjaPipe validates the file and takes you straight to placement so you are not rebuilding the document in another tool.
Designed for signers
Fields and recipients wired to how you sell
Lay out signature and data fields on the page, assign who signs in which order, and keep the envelope tied to workspace context so finance and legal see the same truth reps do.
Status you can trust
Draft, sent, partial, completed, or voided, at a glance
Each row shows lifecycle state and signer progress so managers know what is stuck, what is waiting, and what is done, without opening a separate e-sign vendor dashboard.
Operate like a team
Search, duplicate, rename, delete, and hook automations
Filter the list when volumes grow, clone a winning template for the next deal, rename or clean up drafts, and use built-in automation entry points so signed documents can kick off the next steps in your stack.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital