PricingAboutLog in
All Modules · Agreements

Contracts, signed
and sealed.

Send contracts and collect legally bindingdigital signatures in minutes.

Send contracts

Sign digitally

Close securely

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.

Templates
3M6M12MCustom
All Agreements

Active 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%

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 1

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+

RENEWABLE ENERGY

INSTALLATION AGREEMENT

Renewable Energy Agreement

#260342

Fully Signed

All 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 Signed

All 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 — 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

How it works

From handshake to signature — no printer required.

Create a contract, send it, and collect a secure digital signature without a single piece of paper.

Inter
12
Saved

Service Agreement

HVAC Installation

Document
Signers

Page Size

Letter

Margins

Normal
Wide
Narrow
None

Signers

C
Client
R
Rep

Service Agreement

HVAC Installation Contract

AcmeCo Services · May 2025

This Service Agreement is entered into between AcmeCo Services (“Provider”) and the undersigned client (“Client”) as of the date of signature below.

Provider agrees to perform HVAC installation and maintenance at the Client’s property. Services include equipment supply, installation, testing, and a 12-month warranty on parts and labor.

Client agrees to pay the agreed sum upon completion. Late payments may incur a 1.5% monthly fee. Either party may terminate with 14 days written notice.

Client

Rep

Service AgreementPage 1 of 1
75%

Why it matters

A deal isn't done until it's signed.

Chasing paper signatures stalls momentum and risks losing the customer. donefy lets you send agreements and capture binding e-signatures instantly — so deals close while interest is hot.

Digital signatures

Legally binding, captured on any device.

Contract templates

Reuse your standard terms in a single click.

Audit trail

Every signature time-stamped and stored securely.

Benefits

Three reasons teams seal deals with donefy.

Close on the spot. Always organized. Total peace of mind.

Close on the spot — 3D illustration

Close on the spot

No printing, scanning, or waiting on the mail to seal a deal.

Always organized — 3D illustration

Always organized

Signed agreements stored against the right customer record.

Peace of mind — 3D illustration

Peace of mind

Secure, traceable records you can confidently stand behind.

No credit card required.

Get every deal in writing, instantly.

Send your first contract for signature — free to start.

Send contracts

Sign digitally

Close securely