Automate Deal Closing Documents

The problem

Sales teams close deals verbally but then wait days for signed contracts. The gap between 'yes' and 'signed' loses deals. Generating, sending, and tracking sales contracts is manual and inconsistent.

The solution

When a deal moves to 'closed-won' in your CRM, automatically generate the order form from deal data and send for signing. The customer signs instantly and both parties get the certified agreement.

Example document template

# Order Form

**Customer:** {{customerName}}
**Sales Rep:** {{repName}}

## Products/Services
{{lineItems}}

## Total Value
{{dealValue}}

## Terms
- Payment: {{paymentTerms}}
- Start date: {{startDate}}
- Contract length: {{contractLength}}

Replace the {{variables}} with your application data and send via API.

Send it with one API call

curl -X POST https://signb.ee/api/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "YOUR_RENDERED_MARKDOWN",
    "senderName": "Your Name",
    "senderEmail": "you@company.com",
    "recipientName": "Recipient Name",
    "recipientEmail": "recipient@email.com"
  }'

Why this approach works

• Close deals in minutes, not days
• Dynamic order forms from CRM data
• No copy-paste errors — data-driven generation
• Track signed vs unsigned in your pipeline
• Integrates with HubSpot, Salesforce, Pipedrive via API

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