Document Types
Knotful supports four document types: Contracts, Invoices, Proposals, and Questionnaires. Each can be sent to clients for viewing and signing.
Creating a Document
Go to Documents and click + New Document. Choose the type, link it to a contact, add a title and content. The content supports basic formatting.
E-Signatures
When you send a contract or proposal to a client, they receive a unique link. They can review the document and sign it by typing their name and agreeing. The system captures their IP address, browser information, and device fingerprint for legal verification.
Sharing Documents
Each document has a unique public link. Tap the document card to open it, then share the link with your client. Your client doesn't need an account to view or sign it.