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Solutions / Documents & E-Signature

Create, sign, and manage documents in one place

Pick a template, customize it, and send it for e-signature in minutes. Contracts, NDAs, and proposals have never been this fast.

Agreement templates in OneSuite document hub
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From draft to signature in minutes

Fast, secure, and effortless. A streamlined creation and signing process that drastically reduces document turnaround time.

Create or upload

Write documents with our Notion-style editor or upload your own PDF.

Start or upload a document in OneSuite

Send

Add up to 10 signers and send the document with one click.

Send documents to multiple recipients in OneSuite

Get signed

Recipients can type, draw, or upload their signature — no login needed.

Clients can sign those documents by using the client portal of OneSuite

Your document workflow, simplified

OneSuite makes document management seamless, secure, and fully compliant so you can focus on your work not on paperwork.

Create from templates within minutes

  • Draft new contracts, NDAs, or agreements with an easy-to-use editor.
  • Upload existing documents to keep everything organized and get signed.
Create or upload documents from templates in OneSuite document hub

Tag to clients & projects

  • Link documents to clients and projects for quick, organized access.
  • Store files in the document vault inside projects with controlled access.
Tag documents to clients and projects in OneSuite document hub

Share for review & approval

  • Send documents for quick client review without endless email threads.
  • Clients can approve or request changes within minutes.
Share documents for review and approval in OneSuite document hub

Get documents signed online

  • Send NDAs, contracts, and agreements for eIDAS-compliant eSignatures.
  • Need multiple signers? Send to CEOs, managers, or stakeholders of both parties.
Get documents signed online with eIDAS e-signatures in OneSuite document hub

Track every action

  • See who viewed, edited, or signed with a full audit trail.
  • Keep documents transparent, compliant, and always under control.
Full audit trail of every document action in OneSuite document hub

Clients access everything in the client portal

  • Clients view, sign, and download documents anytime.
  • Keep clients happy and coming back with a seamless experience.
Clients access documents through the client portal in OneSuite document hub

More features to protect your business

Document categorization

Automatically organize documents by agreements, NDAs, proposals etc.

Automatic document categorization in OneSuite document hub

Linked across modules

Attach documents directly to projects, invoices, and CRM records.

Documents linked across projects, invoices, and CRM in OneSuite document hub

Status & progress

Know where each document stands—draft, sent, pending or signed.

Document status and progress tracking in OneSuite document hub

One-click document sharing

Share contracts, NDAs, and agreements instantly.

One-click document sharing in OneSuite document hub

Client & team notifications

Notify clients and team members when documents need review, approval, or signing.

Client and team notifications for documents in OneSuite document hub

PDF Export

Instantly export contracts, agreements, and proposals as PDFs.

Export documents as PDF in OneSuite document hub

Secure role-based access

Control who can view, edit, or sign documents across projects, invoices, and CRM.

Secure role-based document access in OneSuite document hub

Document vault

Store and access all documents in a dedicated, secured vault within your project.

Secure document vault in OneSuite document hub

Secure client access via the portal sharing

Clients can view, approve, and sign documents directly in their branded client portal.

Secure client access to documents via portal in OneSuite document hub

Powerful document management built into your workflow

Create & edit documents

Draft, format, and customize contracts, NDAs, and agreements with an advanced editor.

Upload & store documents

Securely upload and organize prebuilt contracts, proposals, and agreements in one place.

Legally binding e-signatures

Get eIDAS-compliant eSignatures for contracts and agreements without manual paperwork.

Multiple signers support

Send documents to multiple stakeholders for approval and signatures.

Audit trail & compliance

Keep a detailed record of document views, edits, and signatures for security.

Sharing & approvals

Share documents with clients and teams for quick approvals and feedback.

Link to clients & projects

Link contracts and agreements directly to clients and projects for easy access.

Ready-to-use templates

Save time with prebuilt contracts, NDAs, and agreements tailored for service providers.

Advanced search & filters

Quickly find contacts, NDAs, and proposals with smart search tools.

Notion-like editor

Format, structure, and edit documents with a powerful, flexible editor.

Sartaj Anand, CEO at Egomonk
Turning Daily Work into Structured Team Execution with OneSuite

I have to go day by day, person by person to see throughput. That's not how trends are visualized. OneSuite became our daily driver. It gave our team a structured space to plan and execute every week. And fewer clicks—that's key for me. OneSuite gives us a clean structure for daily execution and team insight.

Sartaj Anand, CEO at Egomonk

Eryk Lewandowski, CEO at Flowbound
OneSuite's user experience beats Notion for daily use

Normally, I was using Notion. but I hate the user experience of Notion. I really don't like it. OneSuite is very clean and simple for me. Right now, I rely heavily on the CRM, because I really like how you made the user experience. I'm using OneSuite every day, for hours. I take everything there. If you have project management, documents, clients, and CRMs, then it's complete. I can use only this.

Eryk Lewandowski, CEO at Flowbound

Dennis Eideland, Founder at Ojoo
Automating sales workflows for a smoother client journey

We use it only for sales for now, so if we talk about other departments, it's a different workflow. But for sales, it's supposed to include all this stuff, otherwise it's very hard to manage. So it's very nice when it happens automatically… we send him a contract, he signs, pays, and he's converted to a client. OneSuite looks nice, and I see that you fix bugs and it's going…

Dennis Eideland, Founder at Ojoo

Start with a 14-day free trial of pro

Save big with OneSuite

Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.

Features

OneSuite logo – all-in-one agency software
OneSuite
HelloBonsai logo – freelancer software alternative
HelloBonsai
SPP Wayfront logo – productized service software
Spp/Wayfront
Dubsado logo – client management software
Dubsado
Moxie logo – freelance business software
Moxie
Pricing (Per month)
Starting at $5.8
Starting at $19
Starting at $129
Starting at $35
Starting at $12
Project
Advanced
Advanced
Basic
Basic
Invoice
Advanced
Advanced
Advanced
Advanced
Basic
CRM
Advanced
Advanced
Basic
Basic
Proposal
Advanced
Advanced
Advanced
Basic
eSignature
Advanced
Basic
Productized service
Upcoming
Advanced
White label
Full
Yes
Yes
Yes
Mobile app
Upcoming
Yes
Accounting
Advanced
Yes
Yes
Legally binding contracts
Yes

Frequently asked questions

Contracts, NDAs, proposals, agreements, or any other client-facing document using a Notion-style editor. You can also upload existing PDFs if you already have templates you rely on. Everything gets stored and linked directly to the relevant client or project.

Yes. Documents are tagged directly to the client profile or project they belong to.

OneSuite allows you to easily share documents directly from the platform through the client portal, facilitating seamless collaboration and communication with clients and team members.

OneSuite ensures that all documents are stored securely, adhering to industry standards for data protection and confidentiality.

Yes, OneSuite offers a variety of customizable templates for agreements, proposals, quotes, and more, allowing you to tailor them to your specific needs.

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