Stop juggling multiple platforms to manage client contracts

Motion.io's electronic document signing provides a faster and more convenient way for clients to fill out, sign, and submit contracts and agreements.

Consolidate client contracts in a single platform

Intuitive & automated electronic document signing

Digital Signatures

Turn the PDFs and other documents you already use into signable contracts and agreements customers can complete directly in their Motion.io client portals.

Simple Setup

After uploading a file you want to turn into an electronic document, use an intuitive editor to add fields for collecting signatures, dates, and other necessary information.

Custom Fields

Add custom fields to your contracts and agreements to automatically prefill values unique to each project.

Automated Workflows & Reminders

Create workflows to automatically kick off projects or assign new tasks once a document is completed. Toggle on automated reminders to follow up with clients until they provide the signatures or information you need.

FAQ

Can Motion.io's Contract functionality replace my current tool (DocuSign, PandaDoc, etc.)?

Yes, Motion.io has all the functionality needed to replace tools like DocuSign and PandaDoc, allowing you to manage contracts directly inside your client portals​

How do contracts work in Motion.io?

Motion.io lets you upload your PDFs to create contracts and agreements that clients can electronically sign directly within their portals, eliminating the need for external e-signature tools​.

What are Projects in Motion.io?

Projects are the foundation for managing client work in Motion.io. Each Project serves as a centralized workspace that brings together all tasks, files, and communication related to a specific client engagement. In addition to being the primary hub for collaboration between your team and clients, Projects also give you complete control over the information and tools your clients can access within their portal.

How do Client Portals work in Motion.io?

In Motion.io, clients complete tasks and view information or updates related to the projects you’ve invited them to through their client portals. Portals in Motion.io are loginless for clients to access, branded to your business, and can be customized to give clients access to additional information, websites, or software they’ll need throughout a project.

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