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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

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

Gather

Collect information to incorporate into contracts & agreements.

Generate

Create contracts swiftly through templates, AI, or create and edit your own.

Share

Route contracts for review and approval.

Collaborate

Easily work with internal and external participants to edit and redline contracts in real-time

Sign

Capture secure, compliant, and legally binding signatures on any device.

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.

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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.

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Generate

Document creation stressing you out? You’re not alone. Take back control with our efficient, intuitive contract generation tools.

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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.

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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.

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Illustrations of contracts

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.

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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.

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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.

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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.

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Woman looking at cellphone with illustrations of a contract and Zapier logo in foreground

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.

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“I think the combination of all that they bring to the table in a mature capacity is the reason to do business with them. They didn’t just invent something yesterday and hope it’s working. They have tried and true platforms and people who understand the business and how to make things work.”

John McGowan, CEO of HubSync

Keep Your Data Safe in the Hive

All data collected through Docubee is compliant with multiple compliance standards, including HIPAA, SOC 2, 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

Does the Docubee platform integrate with my CRM?

Yes! Docubee integrates with most popular CRMs through Zapier. Docubee also connects to platforms like Salesforce, Google Drive, Dropbox and more through native integrations. View all of the contract management integrations we offer for more info. 

Does contract management software help with reporting?

Yes! One of the major benefits of using a contract management software is that you can gain better visibility into your contract processes and related data. Docubee connects to your favorite CRMs and apps to share data for high visibility and accurate numbers when you need them. 

Is your contract automation platform secure?

Yes! We are a secure contract management platform with robust features that keep your data safe. Docubee features 2-factor authentication, encryption in transit, and various compliances like HIPAA, SOC 2, CCPA,and more to ensure data stays safe. View our security and compliance info for more. 

How is Docubee different from an eSignature platform?

While Docubee DOES feature legally binding eSignatures for contracts on its own, we also offer all of the other things that connect and power your contracts. We give you the ability to collect data, generate contracts, set up automated routing, and then have your team or clients add eSignatures to your documents and contracts as part of a workflow. Docubee features conditional logic that helps you fully automate the process, follow ups, and everything in between for a truly seamless experience.