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SEEDLY CRM

Documents and e-signatures, built into a CRM you own.

Draft a contract from a template, send it for signature, collect payment on signing, and watch the signed values flow straight back into the contact record. No per-envelope bill.

Rated 4.7 on Trustpilot
From draft to signed.

At a glance.

Seedly's Documents and E-Sign module lets you build professional documents with a drag-and-drop block editor, drop in signature and input fields, and send them to one or more recipients to sign online from any device. Every send tracks views, signatures, IP address, and timestamps, and produces a downloadable audit certificate. Because Seedly is source code you buy once and deploy on infrastructure you control, there is no per-document or per-seat fee, and the same module runs across every client sub-account.

BUILT IN

What you can do.

Merge fields that auto-fill

Insert tokens for contact fields like name, email, company, title, and address, plus your business details, and they resolve automatically when the document renders. No copy-paste, no wrong names on contracts.

HOW IT WORKS

From setup to everyday work.

01

Build your document

Arrange content and signature fields on the canvas, write your contract terms, and save reusable templates for documents you send often.

02

Assign and send

Choose a contact, assign fields to each signer, and email a signing link they can open on any device without an account.

03

Sign and complete

Capture signatures with an audit trail, file the final PDF, update contact fields, and optionally collect payment or start an automation.

DocuSign, PandaDoc, and the rest charge per envelope and per seat.

Those fees scale with every client you add. GoHighLevel bundles documents, but you are still renting the whole platform. Seedly is different: you buy the source code once and deploy it on infrastructure you control, so sending a thousand contracts across a hundred clients costs you nothing extra per document.

Because it is multi-tenant, the same module runs inside every client sub-account, white-labeled to look like your client's own software. Your agency builds the templates; each client account sends from them.

And because you own the code, the document module is not a black box. The block types, the merge fields, the signing flow, the audit certificate: all of it is yours to extend. Want a custom field type or a specific clause-assembly rule? You or your AI coding assistant can add it. You are not waiting on a vendor's roadmap.

A FEW THINGS TO KNOW

Questions about documents and esign.

Stop paying per signature. Own the whole document module and run it across every client.