BusyBandit Docs

Proposals, Estimates & Signatures

Close Deals Without Leaving Your CRM

BusyBandit Docs transforms your quoting and contract process into a fast, seamless experience — from creation to signature to approval tracking — all without switching tabs or juggling extra tools.

— What You Gain with

BusyBandit Docs

BusyBandit Docs makes agreements effortless for you and your customers. You spend less time pushing paper and more time closing deals.

Dynamic Document Creation

Pull contact, deal, and pricing info straight from your CRM to instantly create accurate, professional quotes or contracts.

Built-In E-Signatures

Send documents for legally binding electronic signatures without adding another platform or plugin.

Approval Tracking

See when your documents are opened, signed, or pending — so you know exactly when to follow up.

Automated Follow-Ups

Trigger workflows when a document is signed or stalled, keeping deals from slipping through the cracks.

One System, Fewer Headaches

Keep all your quotes, contracts, and signatures tied to the right contact or deal, without file shuffling or manual uploads.

Documents, E-Signatures, and CRM — Together at One Price

Stop paying for separate quoting, contracting, and signature tools. BusyBandit Docs delivers it all in a single, cost-effective platform that’s built to work with your CRM, not around it.