Contract Automation Platform Features
One Tool for Better Productivity
Make every contract a priority with intelligent contract automation built to fit your business, not the other way around.
All-in-One Contract Automation from Docubee
Collaborate
Easily work with internal and external participants to edit and redline contracts in real-time
Integrate
Connect to the systems you use daily, or build into your application with our APIs.
Gather
Enjoy manually collecting client data, only to find missing or wrong info? Yeah, neither does anyone else. Gather data easily with Docubee.
Keep data collection stress-free with compliant and secure forms that are easy for clients to fill.
Collect documents from clients, regardless of file type, with secure uploads.
Customize forms to fit your needs with custom branding options, required fields, and easy embeds.
Generate
Document creation stressing you out? You’re not alone. Take back control with our efficient, intuitive contract generation tools.
Generate documents in seconds using AI, and edit to fit your needs.
Upload your most-used templates and documents so you can customize and share at scale.
Populate customized documents with data from forms or other connected systems, instantly.
Share
How you’re sharing contracts matters just as much as how you create them. Bring efficiency into your process with sharing options designed to keep your team on track.
Route documents via your own customized workflow with conditional logic, automated reminders and escalations built in.
Collaborate, customize, and negotiate with multiple participants all in one place.
Share contracts your way with bulk send, email, embed, link, or QR code options.
Collaborate
Why overcomplicate document collaboration? Stay in the know with real-time updates and version control for smooth cross-team collaboration on contracts with Docubee.
Easy-to-use, Word-like interface that allows your team or clients to leave comments, redline, or edit directly without confusion.
Gain quick insight into the status of your documents from our dashboard for faster negotiation and returns.
Say goodbye to rigid tools that force your business into a box. Docubee is flexible to fit in perfectly with the way your team prefers to collaborate on contracts and documents.
Sign
Getting contracts signed is a breeze for everyone involved with efficiency-boosting, user friendly signing from Docubee.
Add secure, legally binding electronic signatures to any contract or document from any device.
Stay in the know with real-time tracking and audit trails.
Follow document processes to a T with set signing orders, routing, delegation, and decline options.
Integrate
Quit living tool-to-tool and start working smarter with integrations that fit the way your team works.
Extend your applications with Docubee’s eSign API, featuring white-label integrations and custom branding.
Share info and documents with your favorite CRM or application using our Zapier integration.
Get the most out of Salesforce, Google Drive, Dropbox, Sharepoint, S3, and more with native Docubee integrations.
““We interviewed several other online signing platforms, and Docubee was the only one that would allow us to be as flexible with what we wanted, but also structured enough that my sales team can’t go rogue.”
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Nicole King, Process & Implementation Manager at Outback Deck
Keep Your Data Safe in the Hive
All data collected through Docubee is compliant with multiple compliance standards, including HIPAA, SOC 2 Type II, KBA, CCPA, and FERPA. Plus, our electronic signatures are legally binding in a court of law.
Docubee Solves Your Contract Management Problems
Frequently Asked Questions About Docubee Automation Platform
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Does the Docubee platform integrate with my CRM?
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Does contract management software help with reporting?
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Is your contract automation platform secure?
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How is Docubee different from an eSignature platform?
