Send it from wherever you work.

Send a contract straight from the deal, an offer from the candidate, terms from the supplier. Send as many as you like, to one person or a whole list, and see who has opened it without asking anyone.

Included on every plan

  • Unlimited sendsNo per-document charge, no monthly allowance
  • Send from any boardDeals, candidates, invoices, tickets, suppliers
  • See who opened itRecorded the moment they do

Sending

Everything you get when you hit send.

Five things, all included, none of them an upgrade.

Send from any board.

A template can appear anywhere you want to send it from. An NDA on your sales pipeline and your onboarding board. An offer on recruitment. Terms on suppliers. You never leave what you are doing, and the signed copy comes backattached to the record it came from.

NearSyncDocumentsSave and assignSearch, plan and askKAll hubs
Save and assignClient Services Agreement
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
BackSave as draftContinue
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 up
One 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 message
Proof

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 NearSync

See Documents on your own data.

Half an hour, and bring the agreement you send most. We will fill it from your own records and send it to you signed.