Sales HQv9
Client Services Agreement22 fieldsAgreements that fill themselves in.
Write a template once and mark the blanks. Every one of them fills from the deal, the person or the invoice the document is about, so the version that goes out carries the right name, the right amount and the right tax registration without anyone typing them. Then it gets signed, and the other side can prove it years later without asking you.
306 fields ready on day one. No AI, anywhere in it.
Documents
What you get.
Six things, all included, none of them an upgrade.
Every blank fills itself in.
Point a blank at the client, the employee or the invoice the document is about and it fills from your own records. 306 fields are ready on day one, plusevery field your team has added. Change the client andevery field changes with it, on a template nobody opened.
Send it from wherever you work.
Send a contract straight from the deal, an offer from the candidate, terms from the supplier. A template can live on any board in any department, andunlimited sends are included on every plan.
Send from
- SalesDeals, companies and contacts
- PeopleCandidates, onboarding and offboarding
- FinanceInvoices, expenses and subscriptions
- Operations and CommerceSuppliers, purchase orders and bookings
See who has opened it.
Every document shows where it has got to: sent, opened, signed, or waiting on somebody. Chasing happens without you - a reminder goes on day three, another the day before it expires, and one when it does.
At a glance
- Sent, opened, signedPer person, with the time on each
- Waiting on whomSo you know who to call
- Expiring soonBefore the link goes dead, not after
They sign on their phone in a minute.
Your client gets a link, enters a one-time code sent to their own email or phone, reads the agreement and signs it with a finger.No account, no app, and no charge to them, ever.
Ways to send
- One documentTo one person or several
- An envelopeSeveral documents, in the order you set
- A bulk sendOne template to a list, each filled for that person
Your logo on every page.
Set your logo, colours and company details once and every document and certificate carries them. Change the logo and every future document updates. Different office, different legal entity and tax number, same template.
Set once, used everywhere
- Your logo and coloursThe same ones your invoices and emails use
- Your legal detailsRegistered name, address and tax number
- Per officeRight entity on the right contract, automatically
Every signed document comes with proof.
Both sides get the signed file, a certificate of authenticity anda code that checks it. Your client can confirm it is genuine years later,without an account and without asking you.
Verification Log
8 verified contracts- Client Services Agreement, Harbour Line LogisticsVerified
- Mutual NDA, Cedar Build ContractingVerified
- Offer Letter, Operations LeadVerified
- Supplier Terms, Meridian Supply CoVerified
- Statement of Work, Brightpath InteriorsVerified
- Consultancy Agreement, Ironvale FacilitiesVerified
- Mutual NDA, Delta FreightVerified
- Offer Letter, Support SpecialistVerified
Templates
Write it once, with the blanks marked.
A gallery of the agreements you send, each one authored once and reused. Nobody rebuilds last month’s contract from a copy of a copy.
Template Gallery
Digital archive and document assetsUse your ownUpload a PDF
Drop in your own document. Place fields, assign signers, send.
- From this computerPDF up to 10MB
- Google DriveBrowse your Drive PDFs
- OneDriveBrowse your OneDrive PDFs
Your templates
Sales HQv4
Mutual NDA11 fieldsPeople HQv6
Offer Letter18 fieldsOperations HQv2
Supplier Terms14 fieldsSmart fields
Every blank fills itself from the record it belongs to.
Point a field at the deal, the contact or the invoice and it stays right. Retyping a customer’s legal name into a contract is where the mistakes come from.
Smart fieldsPick a blank, find the right data, link them up.
Your blanks 5
Pick one to link to data
Data sources
Browse by department
- Universal48⌄
- Signing10
- System4
- Your brand8
- Your hub26
- Sales HQ34›
- People HQ55›
- Finance HQ77›
- Commerce HQ45›
- Operations HQ53›
- Support HQ24›
Your brand 7
Pick one to link
Link details
What this blank pulls
Client legal name
Page 1text
Will print as
Your trade licence numberfrom Registration No.
textInternalLegally required
Resolves from
System Branding Identity
Open the source surface
Link to Client legal nameSending
Who signs, in what order, and how long they have.
Set the order and the deadline, then watch where it actually is. No emailing somebody to ask whether they have seen it yet.
Where this template lives1 picked
Pick every place that should offer this template. One template can appear in several departments: an NDA might belong on both a sales deal and a new joiner.
Sales
All pipelinesNew businessRenewalsPartnerships
People
OnboardingOffboardingRecruitmentSuccession
Finance
InvoicesCredit notesExpensesSubscriptions
Operations
SuppliersBookingsProcess improvement
Proof
What you could show a court, and check without us.
A sealed document and its evidence bundle. Anyone can verify a signed copy independently, which is the part that matters on the day it is questioned.
What downloads when you ask for the evidence
executed.pdfThe signed agreement itself, exactly as it was executedcertificate.pdfThe certificate of authenticity, listing who signed and whentsa-token.tsrThe timestamp, signed by the authority that issued itg4.pemThe root certificate of that authority, so the check runs offlineREADME.txtThe hashes, and these commands, written out
Nobody has changed a word since it was executed.
shasum -a 256 executed.pdf4b21e0c8ad57f39a1c6e8074b2f5a91d3c07e6b84fa2d015c93e77aa60b1d4e2 executed.pdf
Compare that against the document hash printed in the README. If one character of the agreement had been altered, one byte moved, or a page swapped, this line would be completely different. There is no partial match with a hash.
Hashes shown are made up. The commands are the ones printed in the bundle, and they were run against a real bundle before this page was written.
Everything in Documents
Five parts, in the order the work happens.
Before you send
Once it is out
No limits
Send as many as you like, on every plan.
No per-document charge, no envelope credits, no allowance to top up. Send five agreements this month and five thousand next month for the same price. Your client is never charged either, and is never asked to create an account to sign.
What is not metered
Documents sentUnlimited
Signatures collectedUnlimited
Envelopes and bulk sendsUnlimited
Your counterparty never pays and never signs upOne library
Learn the fields once, use them everywhere.
The same 306 fields that fill your contracts fill your WhatsApp templates, your emails and your automations. A field means the same thing wherever you use it, so nobody keeps a separate list for documents. Salary fields are the exception: they work on a contract to one person and disappear the moment you write to a group.
The same field, three places
On a contractPrints
In an emailFills
In an automationResolves
Pay fields never reach a group messageProof
They can check it without you, years later.
Every signed agreement carries a certificate and a code that opens the check. Your client confirms it is genuine on their own laptop, with no account and nothing installed, long after whoever sent it has left the company.
What the check answers
Is this the signed fileYes
Who signed itNamed
When they signedTo the second
The time comes from outside NearSyncThe questions we get asked.
Anything longer lives in the help centre.
How many documents can we send for signature?
As many as you like. There is no per-envelope charge, which is the thing that usually decides who is allowed to send one.
Do we retype the customer's details every time?
No. Write the template once with the blanks marked, and every blank fills itself from the record the agreement is about.
Is a signature here legally sound?
Yes. Documents are sealed to the PAdES standard with a tamper-evident audit trail, and anyone can verify a signed copy without asking us.
Can we control who signs, and in what order?
Yes. Set the order, set how long they have, and watch where it is without emailing anybody to ask.
Bring the agreement you send most often.
Half an hour. We will fill it from your own records and send it back to you signed, so you can check the proof yourself.