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Cloudesk Documents & e-sign

Write it, share it, sign it — documents that do the work.

Write proposals, agreements and policies together in a full editor — everyone's cursor and edits live, with comments, @mentions and a version every ten minutes. Keep them with your uploads in a drive that's private until you share it, with team folders by their own rules. Preview any file, convert it to PDF, Word or a spreadsheet, rotate, reorder, split and merge PDF pages, share by QR code or read-only link, and send it for signature with a full audit trail — linked to the deal, person or project it's about.

Try it free Take the tour
Documents and contracts on a phone

Real screenshots from the app, using a demo workspace.

How it works

Three steps, no surprises

  1. 1

    Write or upload

    Start from a template — proposal, NDA, service agreement, offer letter, SOP, policy and more — import a Word or Markdown file, or upload any file into a folder.

  2. 2

    Work on it together

    Edit live with your team, comment and @mention, fill in the template's fields, and restore any version. PDFs get page tools; any file converts to another format.

  3. 3

    Share and sign

    Share with people (view, comment or edit), by read-only link or QR code, email it as a PDF, or send it for signature — the signed record and contract register keep track.

The tour

Every tool, up close.

  1. 01At a glance

    Renewals and deadlines, before they bite.

    The documents home lists contracts ending or past their notice date, obligations falling due, files about to expire and signatures still out.

    • Contracts needing attention
    • Obligations with due dates
    • Certificates and licences expiring
    Documents home with a contract ending soon, obligations due and a file expiring

  2. 02Library

    Folders with the right people in them.

    Keep files in folders open to everyone, to owners and admins, or to chosen people. Every file keeps its versions, tags and expiry date.

    • Folder access by role or person
    • Versions and tags
    • Search titles, file names and tags
    The document library with folders and files

  3. 03Contracts

    Every agreement, its value and its end date.

    Register contracts with their counterparty, value, term and notice period, send them for approval, and see which are running, ending soon or out for signature.

    • Approval before anything is signed
    • Ending-soon and notice dates
    • Import and export as a spreadsheet
    Contracts list with status and end dates

  4. 04E-signatures

    Signed by link, with a certificate.

    Send a document for signature and each signer signs from their own link, no account needed. When everyone has signed, a certificate records who signed and when.

    • Signers in order or all at once
    • No account needed to sign
    • A certificate with the signing trail
    A contract signed by all, with its notice date and obligations

In detail

What you get with Cloudesk Documents & e-sign

A real document editor

Styles, fonts, colours, tables, images, checklists, callouts, page breaks, a live table of contents, page setup with header and footer, find and replace, and a writing assistant.

Good to know

We'd rather be upfront than surprise you later:

  • Signatures are click-to-sign electronic signatures with an audit trail. They aren't Aadhaar eSign or a digital signature certificate (DSC) — for documents the law requires those for, use a licensed eSign provider.
  • The signed file isn't changed; the certificate of completion is a separate PDF that records the file's fingerprint, the signers and every event.
  • Uploads are up to 25 MB each and 1 GB per workspace. Search looks inside written documents and file names; scanned PDFs without a text layer can't be searched or turned into text (there's no OCR).
  • PowerPoint files preview as their slides' text, not their design. Editing a PDF's text isn't possible — convert it to an editable document to work with its text.

Questions people ask

Can several people edit a document at once?+

Yes. Everyone who can edit it sees the others' cursors and changes as they type; it saves itself, and a version is kept every ten minutes so nothing is lost.

Who can see my documents?+

What's in My documents is private until you share it. Team folders follow their own rules — everyone, owners and admins, or chosen people — and shares add view, comment or edit for the people you pick.

Can a signer change the document?+

No. They see the exact version that was sent, and its SHA-256 fingerprint is in the certificate, so anyone can check the file wasn't altered afterwards.

What happens if someone declines?+

The request stops, the sender is told the reason, and nobody else can sign it. Make a new request once it's sorted out.

Works beautifully with

Cloudesk CRMContacts, companies, deal pipelines, tasks, follow-up sequences and sales reports — fed by your store, bookings, forms and invoices.Explore
Cloudesk HR & payrollPeople, attendance, leave, payroll with PF, ESI and payslips, claims, hiring, reviews and assets — with a self-service space for every employee.Explore
Cloudesk Projects & timesheetsProjects, a task board, milestones, weekly timesheets with a timer and approval — and your hours turned into GST invoices.Explore

Give it a spin — it's free to start.

Next up: Cloudesk Marketing →

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