Contracts and documents

Prepare, send and track documents without leaving your workflow.

If closing an agreement takes too many tools today, the problem is not the customer: it is the flow. A document should not disappear once it is sent: you should know whether it has been seen and what is still missing.

The old way

• Documents rebuilt from scratch, or static PDFs that are hard to update.
• No visibility: you send the PDF and never know whether it was opened.
• Endless manual steps between the CRM, email and external signing platforms.

With Futuria documents

• Use templates with dynamic fields to create contracts in seconds.
• Real-time tracking: find out whether the document was sent, seen or signed.
• Built-in electronic signatures and optional payments in the same flow.

Cut the time between the proposal sent and the signature collected

Templates and dynamic fields

Less time spent recreating the same document every time. Use templates, the content library and dynamic fields (Custom Values) to fill in customer details automatically.

Activity tracking

See straight away whether the document was opened, viewed or signed. Less chasing in the dark, and far more timely, intelligent follow-up.

Automations and workflows

Send contracts automatically when a lead changes stage, or trigger follow-ups and team tasks based on the document status (for example "Document signed").

Frequently asked questions

How does this feature help me close faster?

It helps because it removes friction at the moments where a deal cools down most easily: preparing the document, sending it, opening, signing and following up. When all of that sits in the same flow, you waste less time chasing attachments, versions and manual steps, and the customer gets a simpler path to signing.

Can I use templates instead of rebuilding proposals and contracts from scratch every time?

Yes. You can use templates, dynamic fields and the content library to standardise your documents. For you that means less repetitive work, fewer errors and more commercial consistency, especially if the team often sends similar documents with details that change from one opportunity to the next.

Can I know whether the customer has actually seen the document, or whether it is still sitting there?

Yes. You can track document activity, including views, status and the history of actions. That helps you follow up more intelligently: instead of chasing in the dark, you can tell whether the customer has not opened the document yet, has seen it but not signed it, or whether the process has already been completed.

Can I send contracts and documents inside a workflow instead of always handling them by hand?

Yes. The platform supports sending templates automatically through workflows, as well as triggers tied to the document status. That lets you turn the document into a natural part of the sales process: for example sending it when a qualified lead comes in, or when an opportunity changes stage in the sales pipeline.

Does this feature only solve a document problem, or does it improve the sales experience too?

It improves the sales experience as well, because it reduces friction and uncertainty at the moments where a close is most likely to fall apart. If the customer receives the document clearly, they can sign it with less friction, and you can follow its status without chasing files and messages, which makes the whole relationship smoother and more professional.

Ready to close with less friction?

Start using contracts and documents in Futuria CRM and stop losing time between PDFs and external signatures.

Success stories

What our clients say about working with us

Piergiovanni Mastruzzi

CEO @ Mastruzzi Srl

“Futuria helped us get past our fear of investing in a CRM, and we now really value email traceability and process automation. Their support made the transition...”

Giulio Nicoletti

CEO @ Digital Innovation Days

“You could tell he was someone who put his heart into the work, just like we do. We trusted him straight away. We ran four years of Digital...”

Angelo Greco

CEO @ La Legge per Tutti

“When I met Futuria Marketing I was pleasantly surprised: what impressed me most was the care they take of their clients.”

Franco Iannelli

CEO @ Sportello Remoto 4.0

“What convinced me was their different approach and their willingness to tie part of their fee to results; my own ideas about the results were...”

Paola Palmesano

CEO @ Effetto Formazione

“With Futuria I overcame organizational challenges thanks to the CRM, which adapted well to my business. It centralizes information and makes sales easier to monitor.”

Luca Bertoli

Founder @ Elitropia

“Every interaction we had with the Futuria Marketing team was of the highest standard, both during the design phase and also...”

Piergiovanni Mastruzzi

CEO @ Mastruzzi Srl

“Futuria helped us get past our fear of investing in a CRM, and we now really value email traceability and process automation. Their support made the transition...”

Giulio Nicoletti

CEO @ Digital Innovation Days

“You could tell he was someone who put his heart into the work, just like we do. We trusted him straight away. We ran four years of Digital...”

Angelo Greco

CEO @ La Legge per Tutti

“When I met Futuria Marketing I was pleasantly surprised: what impressed me most was the care they take of their clients.”

Franco Iannelli

CEO @ Sportello Remoto 4.0

“What convinced me was their different approach and their willingness to tie part of their fee to results; my own ideas about the results were...”

Paola Palmesano

CEO @ Effetto Formazione

“With Futuria I overcame organizational challenges thanks to the CRM, which adapted well to my business. It centralizes information and makes sales easier to monitor.”

Luca Bertoli

Founder @ Elitropia

“Every interaction we had with the Futuria Marketing team was of the highest standard, both during the design phase and also...”

Gianluca Enrietti

CEO @ Toduba

“I have always appreciated how candid you are with clients, your humility and your willingness to put yourselves on the line.”

Gabriele Cavallaro

CEO @ Isola Design District

“What struck us most of all was the dedication and passion they brought to the project, along with the drive...”

Farwa Zulfiqar

Founder @ Farway Milano

“The rebuild of our Farway Milano e-commerce store genuinely thrilled me: the site is now faster, clearer and far more effective at...”

Ivan Sartorio

Sales @ Cingomma

“We met Futuria Marketing at a very particular and delicate moment, but we immediately felt there could be a real rapport and a...”

Caterina D'Ambrosio

Founder @ Elitropia

“With Futuria we never felt left on our own, and the numbers matched the results we had been promised. I am genuinely delighted with the partnership we have built together.”

Astrid Luglio

Product Designer

“Futuria Marketing was a real discovery: reliable, well-prepared professionals who work very quickly. Collaborating with them was genuinely worthwhile.”

Gianluca Enrietti

CEO @ Toduba

“I have always appreciated how candid you are with clients, your humility and your willingness to put yourselves on the line.”

Gabriele Cavallaro

CEO @ Isola Design District

“What struck us most of all was the dedication and passion they brought to the project, along with the drive...”

Farwa Zulfiqar

Founder @ Farway Milano

“The rebuild of our Farway Milano e-commerce store genuinely thrilled me: the site is now faster, clearer and far more effective at...”

Ivan Sartorio

Sales @ Cingomma

“We met Futuria Marketing at a very particular and delicate moment, but we immediately felt there could be a real rapport and a...”

Caterina D'Ambrosio

Founder @ Elitropia

“With Futuria we never felt left on our own, and the numbers matched the results we had been promised. I am genuinely delighted with the partnership we have built together.”

Astrid Luglio

Product Designer

“Futuria Marketing was a real discovery: reliable, well-prepared professionals who work very quickly. Collaborating with them was genuinely worthwhile.”

Explore our success stories