Design your templates with drag & drop
Create your quotes & contracts directly from your CRM
Now it’s easy as pie to create professional quotes or contracts with a few button clicks. Create your own uniquely designed quotes and contracts with Salesbox document templates add-on. Use drag and drop and add the preferred building blocks to your document and set the design to strengthen your brand.
Design your own templates
With Salesbox’s document templates you build your templates with drag and drop. Get customer specific texts by add tags for Salesbox data fields into your predefined texts. Edit fonts, size, section background or colors, alignment etc. to create your unique design that represents your brand.
Create new documents in seconds
Creating new documents and sending them off takes literally a few seconds. Create your document directly from your deal, order, customer or business contact, select a template and download as a PDF or send it off for e-Signing with Salesbox built in e-Signatures.
Did you know you can use Salesbox as a contract management system? Connect Dropbox, OneDrive or Google Drive to save and display the contracts on each contract party, both on web and mobile. Add custom fields to know when the contract ends, add meetings and reminders to not miss out on anything important.