Signature dashboard
See what is out for signature, what is signed and what is waiting on a customer.
Module · Agreements
Contracts, signed.And sealed.
Build a contract from a template, send it to every signer, and keep the signed copy on the customer record. No printing, no scanning, no chasing.
Send in minutes
From template to signer
Sign anywhere
Phone, tablet or desktop
Stored for you
Filed on the customer
Inside Agreements
Everything you need to close, in one place.
donefy's Agreements module turns the slow back-and-forth of contracts into a few clicks: draft a document, send it for a binding digital signature, and store the signed copy against the right customer automatically. No printing, no scanning, no chasing paper.
Below, we walk through each section of the module, starting with the Dashboard, your live signature command center, then Documents, where every contract you send, sign, and store lives, followed by Templates, your reusable library of standard terms.
Dashboard
Every signature, at a glance.
A live home for your agreements: see what's awaiting signature, what's signed, and how fast deals close, the moment you open the module.
Agreements Dashboard
All agreements you can access — signatures, status and turnaround.
Documents Templates
3M6M12MCustom
All AgreementsActive Agreements
0
none archived
Awaiting Signature
0
5 sent · 4 viewed
Signed
0
63% of sent
Avg Time to Sign
0.0d
draft → signed
Created vs Signed
Created Signed
Mar '26Apr '26May '26Jun '26Jul '26
Created
27
Signed
15
Signature rate
63%
Status Breakdown
Total0
Signed1556%
Pending518%
Viewed415%
Draft311%
Signature Funnel
Last 6 months
Sent for signature0
Viewed0
Signed0
Signature rate63%
Recent Activity Latest created
Mutual Non-Disclosure Agreement
#260344 · Dana Whitfield
Solar Agreement
#260340 · Marcus Reed
Installation Contract
#260338 · Priya Nair
Documents
From sent to signed, tracked end to end.
Create an agreement, send it for signature, and keep every signed document against the right customer, all in one place.
01
Agreements
Every contract in one list
Send, view, and sign — every agreement and its status live in a single sortable list, linked to the right project.
- Sortable, filterable table
- Document, signers, and dates
- Linked to the right project
02
Statuses
Status without chasing
Drafts, Pending, Viewed, Signed, Declined, Expired — filter to exactly what needs attention, with live counts.
- Live status tabs with counts
- Spot what's pending instantly
- Nothing slips through
03
Signed record
Proof, fully signed
When every party signs, donefy seals the record — timestamped, attributed, and ready to share.
- Fully-signed confirmation
- Created & signed timestamps
- Signer list on every doc
04
Signed PDF
Audit-ready documents
Open or download the legally binding signed PDF — every page, every clause, stored securely.
- Full multi-page PDF viewer
- Download a signed copy anytime
- Secure, traceable storage
Scroll to explore
Renewable Energy Inc.
Empowering Your Future
Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
JP
Jordan Pierce
Renewable Energy Inc.
CRMAgreements
9+
Agreements
Generated agreements and contracts
New Agreement
All27
Drafts0
Pending2
Viewed7
Signed18
Declined0
Expired0
Document Name
Filter...
Customize columns
#Document NameStatusSignersLinked ToDate
1
Renewable Energy Agreement#260344
Viewed
DF
Daniel Foster
daniel.foster@gmail.com
Project
about 1 month ago
Updated
2
Renewable Energy Agreement#260343
Viewed
OH
Olivia Hayes
olivia.hayes@gmail.com
Project
about 1 month ago
Updated
3
Renewable Energy Agreement#260342
Signed
EB
Ethan Brooks
ethan.brooks@gmail.com
Project
about 1 month ago
Signed
4
Renewable Energy Agreement#260341
Signed
GS
Grace Sullivan
grace.sullivan@gmail.com
Project
about 1 month ago
Signed
5
Renewable Energy Agreement#260340
Signed
HB
Henry Bennett
henry.bennett@gmail.com
Project
about 2 months ago
Signed
6
Renewable Energy Agreement#260339
Pending
NC
Nathan Cole
nathan.cole@gmail.com
Project
about 2 months ago
Updated
7
Renewable Energy Agreement#260338
Signed
WH
Walter Hunter
walter.hunter@gmail.com
Project
about 2 months ago
Signed
8
Home Improvement Contract#260335
Signed
LR
Lucas Reed
lucas.reed@gmail.com
Project
2 months ago
Signed
Renewable Energy Inc.
Empowering Your Future
Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
JP
Jordan Pierce
Renewable Energy Inc.
CRMAgreements
9+
Agreements
Generated agreements and contracts
New Agreement
All27
Drafts0
Pending2
Viewed7
Signed18
Declined0
Expired0
Document Name
Filter...
Customize columns
#Document NameStatusSignersLinked ToDate
1
Renewable Energy Agreement#260339
Pending
NC
Nathan Cole
nathan.cole@gmail.com
Project
about 2 months ago
Updated
2
Home Improvement Contract#260327
Pending
ST
Sophia Turner
sophia.turner@yahoo.com
Project
3 months ago
Updated
0 of 2 row(s) selected.
Show
50
Page 1 of 1Renewable Energy Inc.
Empowering Your Future
Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
JP
Jordan Pierce
Renewable Energy Inc.
CRM69fb733c302a940e5e…
9+
RENEWABLE ENERGY
INSTALLATION AGREEMENT
Renewable Energy Agreement
#260342
Fully SignedAll parties have signed this document.
View signed PDF
Download Signed PDF
DETAILS
CreatedMay 6, 2026
SignedMay 6, 2026
Number260342
SIGNERS · 1
EB
Ethan Brooks Customer
ethan.brooks@gmail.com
Renewable Energy Inc.
Empowering Your Future
Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
JP
Jordan Pierce
Renewable Energy Inc.
CRM69fb733c302a940e5e…
9+
256b70ce-d08d-470a…2 / 24
80%
THIS AGREEMENT IS SUBJECT TO BINDING ARBITRATION UNDER THE FEDERAL ARBITRATION ACT.
PURCHASE & INSTALLATION AGREEMENT
Property Owner(s):Ethan Brooks
Property Address:1420 Maple Ave, Austin, TX 78701
Email:ethan.brooks@gmail.com
Phone:555 142 8830
System Size:53.23 kW
Panels:117
Panel Wattage:455 W
Panel Model:Qcells 455W
Inverter:Enphase IQ8M-72-2-US
1st-Yr Production:74,529 kWh
Annual Degradation:0.5%
Racking:K2 MiniRail Comp
Energy Consultant:Janet Brooks
Date:May 6, 2026
PAYMENT & COST
Contract Price:$270,018.85
Method:Finance
Financier:Almika Energy
Term / APR:25 Yrs · 3.74%
Renewable Energy Agreement
#260342
Fully SignedAll parties have signed this document.
Hide PDF
Download Signed PDF
DETAILS
CreatedMay 6, 2026
SignedMay 6, 2026
Number260342
SIGNERS · 1
EB
Ethan Brooks Customer
ethan.brooks@gmail.com
Agreements01 / 04
Templates
Your standard terms, ready to reuse.
Build reusable contract templates once and send polished, on-brand agreements in a single click, with no copy-paste required.
donefy.io · Documents · Templates · EditorNew Agreement Template
New Agreement Template0/4 clauses
Write, or type '/' for commands
Library
BUILT-IN CLAUSES
Parties / Header
Agreement title and the parties
Recitals
Background / whereas clauses
Confidentiality
Standard confidentiality clause
Term & Termination
Duration and termination
Save selection as preset
Inside Agreements
Everything a deal needs to get signed.
Two screens, Documents and Templates, cover the whole path from first draft to a signed copy on file.
Multiple signers
Add every signer to an agreement, each with their own color-coded fields to complete.
AI drafting
Describe the contract you need and let AI draft the clauses, then edit them in place.
Import a PDF
Bring in an existing contract and place signature and text fields right on top of it.
Share by link
Send an agreement or a template to a customer or teammate straight from the document.
Void and track
Void an agreement that changed, and keep a clear status on every document you send.
Why teams switch
Close on the spot, file it right.
Stop losing momentum to paper and keep every signed deal where your team can find it.
Close on the spot
No printing, scanning or waiting on the mail to seal a deal.
Always organized
Signed agreements are stored against the right customer record.
Peace of mind
Every agreement keeps a status, so you always know where it stands.
Questions
What teams ask first.
Yes. Save it as a template with its signers and fields placed once, then start a new agreement from it in a few clicks.
Yes. Import the PDF into the editor and add signature, date and text fields where you need them.
Yes. Add as many signers as the contract needs. Each signer gets their own fields to complete.
Void the agreement and send a corrected one. The original stays in your list marked as voided.
Get every deal in writing.
Send your first contract for signature today.