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
Fast and convenient electronic signatures
Create reusable document templates and attach them to tasks to collect the signatures you need in minutes.
Create a seamless onboarding process
Turn your client portals into sale spaces and automatically kick off projects once a contract is signed.
Convert the files you already use
Turn PDFs and other files into signable documents clients can sign and submit directly in their portals.
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.
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FAQ
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
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.
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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