Send NDAs, MSAs, SOWs, and change orders for e-signature directly from your CRM. Multi-recipient sequential signing, inline form fields, full audit-trail open tracking, and reusable templates that pull live customer and deal data. No DocuSign, no per-envelope fee, no separate tool to swivel-chair between.
Included with every plan · Unlimited contracts · No per-envelope fees
A CRM that holds the customer record. A Word doc with merge fields you fill in by hand. A DocuSign envelope at $40/month minimum (and $0.30+ per envelope after the first 10). Once it's signed, you upload the PDF back to the CRM as an attachment. The audit trail lives in DocuSign. The signed PDF lives in three places. The customer's record doesn't actually know they signed.
$40-$300/month + per-envelope fees. Best-in-class e-signature, but the contract lives in their system, not yours. The signed PDF gets manually uploaded back to your CRM. Variables don't pull from anywhere.
$35-$65/seat/month. Better integration than DocuSign, but still a separate product. Templates live in PandaDoc, customer data lives in the CRM. You're paying twice for the same fields.
Free, but no audit trail. No way to know if they opened it, no signature timestamp, no IP capture, no chain-of-custody. Worthless if anything is ever disputed.
A contract is a document the customer signs over a public link — no login, no software install, no app to download. The body can pull live data from the linked customer, deal, quote, or invoice. Multiple parties can sign in sequence. Every open is logged. Every signature comes with the typed name + IP + timestamp. The whole audit trail lives next to the customer's record forever.
Customer types their full legal name, checks an "I agree" box, hits Sign. We capture the typed name, the timestamp, and the IP address. The body the customer agreed to is locked at signature time so a future edit can't change what they actually signed. Audit-trail-ready out of the box.
Every render of the public link is logged with IP and user-agent. Did they open it once and bounce, or open it eight times before deciding? Did their lawyer open it from a different IP? You can see it. The editor surfaces "opened N times, last on X" plus a per-open log.
Add as many signers as you need, in the order they should sign. Recipient 2 doesn't see anything until Recipient 1 finishes. Recipient 3 waits on Recipient 2. Each recipient gets their own unique link — individually revocable, individually trackable.
Drop signature lines, initials boxes, text inputs, date pickers, and checkboxes anywhere in the contract body. Each field is assigned to a specific recipient. The customer fills inputs on their turn; later signers see what previous signers filled.
Type {{customer.full_name}} in the body and it renders with the customer's real name when they open the link. {{deal.amount}} pulls from the linked deal. {{org.address}} pulls your business address. Build the boilerplate once; every contract personalizes itself.
Build NDA, MSA, and SOW templates once. Each template includes the boilerplate body, default title, default expiry days, AND the field placement. New contracts spin up from a template in under 60 seconds — pick template, adjust customer, send.
Most e-sign tools force a binary: sign or decline. Our public page adds a third option — Raise concerns. The recipient types their objection, the chain pauses, you get notified. Revise the body, click Resend on that recipient, the chain resumes. No "we have to start over" friction.
Generate a contract from any accepted quote — pre-fills the customer + a starter SOW body referencing the quote. Attach a contract to a deal from the deal modal. Show up on the customer's Money Map alongside their quotes, deals, invoices, and jobs.
No envelopes to count, no seats to license per signer. Just write the contract, pick the customer, add any extra signers, and send. The audit trail builds itself.
Click + New Contract → pick a template → pick the customer (From CRM pulls from your existing leads/customers so variables resolve). Title and body pre-fill. Adjust anything specific to this customer.
For multi-party contracts, click + Add recipient. Pick from CRM or add external emails. Order them with ↑/↓. They'll sign in sequence — Recipient 2 waits on Recipient 1.
Click Preview to see exactly what the recipient will see, with variables and field tokens visualized. Click Save & send — your Gmail/Outlook compose modal pops with the share link in the body. Edit + send through your own email.
They click the link, land on a branded page (your org name, the contract title, the body with variables resolved live), fill any inline fields, type their name, hit Sign. Done. You get a notification.
For multi-recipient contracts, the next recipient's link mints automatically. You email it through your own provider. When the last signer signs, the contract closes. The signed body + every signature + every open is locked into the customer's record forever.
The contract shows up on the customer's Contracts card, their Money Map's financial timeline, and (if linked) the deal/quote/invoice it relates to. No PDF to file in three folders. No spreadsheet of "who signed what when." It's just there.
Most CRMs require a separate e-sign product. Most e-sign tools require you to upload the customer data again. We do both, in one tool, for one flat price.
| Capability | CrawlSpace | DocuSign | PandaDoc |
|---|---|---|---|
| E-signature with audit trail | ✅ Included | ✅ Yes | ✅ Yes |
| Multi-recipient sequential signing | ✅ Built in | ✅ Yes | ✅ Yes |
| Per-envelope fees | ❌ None — unlimited | ⚠️ $0.30+ per envelope after 10 | ⚠️ Tier-based limits |
| CRM customer data pulled into contract | ✅ Native — {{customer.*}} variables | ❌ Requires Salesforce add-on | ⚠️ Connector-based |
| Contract attached to deal automatically | ✅ Native | ❌ Manual upload | ⚠️ Salesforce/HubSpot sync |
| Object-tracking ("Raise concerns" path) | ✅ Built in | ❌ Sign or decline only | ❌ Sign or decline only |
| Reusable templates with variables | ✅ Org-shared library | ✅ Yes | ✅ Yes |
| Inline form fields (signature, text, date) | ✅ Auto-keyed tokens | ✅ Drag-drop placement | ✅ Drag-drop placement |
| Per-seat pricing | ❌ Flat $29.95/mo | ✅ $40-$300/mo per user | ✅ $35-$65/seat/mo |
| Annual contract required | ❌ Month to month | ⚠️ Often required | ⚠️ Discount lock-in |
| Includes a CRM | ✅ The whole thing | ❌ E-sign only | ❌ Documents only |
| Starting price | $29.95/mo total | $40/mo + envelope fees | $35/mo per seat |
Same e-signature. Tied into your CRM. Unlimited envelopes for one flat price.
A contract isn't a document. It's a step in a deal. The customer who signed it is the same record you've been working for weeks. The dollars in the contract are the dollars in the deal pipeline. The clauses reference the same scope of work as the linked job. Putting the contract somewhere else means manually keeping all of that in sync — and that synchronization is exactly where things slip.
The customer name in the contract is the customer name in the CRM. Update the customer's address, every variable in every future contract picks it up. No "I'll fix the merge field this time."
When a customer disputes a charge, the question is "did they agree to it?" The signed contract — with their typed name, IP, timestamp, and the exact body they saw — is right there on their record next to the invoice. Not in a separate signing tool's dashboard you can't find anymore.
Build a "Standard SOW" template that pulls in the linked deal's amount, the customer's address, and your org's mailing address — all live. Then every SOW you generate from a deal pre-personalizes itself before you ever click send.
DocuSign's biggest hidden cost is rationing envelopes. People skip sending an NDA "just for a quick chat" because it eats into the quota. We don't have a quota. Every customer interaction that should have a contract can have one.
Contract management built into the CRM means the workflow doesn't end at "send for signature." It continues into "now do the work."
Lead inquires. You want to share confidential pricing or methodology before the formal pitch. From the lead's detail card, click + New Contract, pick the NDA template, send. They sign in two minutes. The discovery call goes ahead with both sides protected.
Quote accepted. Click Generate Contract on the accepted quote. The SOW template auto-fills with the customer name, the quote total, the line items as scope. Add your internal counter-signer as Recipient 2. Customer signs first, you sign second, work begins.
Scope creep happens. Open the linked job, click + Contract, pick the Change Order template (pre-fills with project + customer), add a checkbox for "I acknowledge the cost change." Customer signs. Job continues with the agreement on file.
CrawlSpace CRM gives you contracts, deals, lead search, email sequences, a built-in dialer, inventory, invoicing, project management, and 27+ reports — for less than what most e-sign tools charge for the signature alone. Same flat $29.95/month, no matter how many contracts you send.
$29.95/month · Cancel anytime · Works on day one · Unlimited contracts