Documents & e-sign

Nobody has to leave the conversation to sign anything.

The quote goes out on the number they text you on, then comes back signed.

100%

of the paperwork ends up in the customer’s record — the quote, the signature and the call that agreed the price.

0logins

for the customer: no account, no app, no printer, no second tab.

None

filing afterwards, because the signed copy is in the record the moment it comes back.

From the call that agreed it to the signed copy

Against how paperwork normally travels

 How it normally worksWith qallin
How it is sentEmailed from a signing toolA message on the number they call
Who it comes fromA sender address they do not recognizeThe same thread as the calls
Where it is signedOn a signing site, in another tabFrom the message, on their phone
The signed copyDownloaded, renamed and filed by handAlready in the customer’s record
Chasing itReminders from a tool with no contextA follow-up on the conversation itself
Finding it in a yearIn the signing account, searched by nameUnder the customer, with the calls
What the phone system knowsNothing — the two never meetBoth halves, in one timeline

What the documents module does

Sent on the line

The quote leaves as a message on the business number rather than out of somebody’s inbox.

Signed on a phone

Opened from the message, signed with a finger — no account, no app, no printer.

Filed where it happened

The signed copy lands in the customer’s record beside the calls, texts and notes.

What gets recorded

The document, who signed it and when, kept with the conversation it came out of.

The chase is drafted

When it goes quiet, the reminder is already written on the thread for someone to send.

It belongs to the business

Anyone with access to that customer can find it, including the person who takes over.

Straight answers

A signature here is captured, not certified. We record what was signed, by whom and when, and keep it with the conversation. Whether that satisfies the rules that apply to your kind of agreement — mandatory clauses, a rescission notice, a wet signature, an identity check — is a question for your own counsel, and some places are strict about it.

The paperwork that comes out of a phone call: a quote, an estimate, an agreement, an authorization to proceed. If you already have the document, you send that. The module is not trying to be the place your contracts are drafted — it is the place they are sent from and the place they come back to.

No, and that is most of the point. They get a message on the number they have been calling, open it on the phone in their hand, and sign. Nothing to install, nothing to register for, and no email address that turns out to belong to a spouse who has not been on any of the calls.

Yes. It goes out of the record you have open in front of you, which is the same record the call is in, so the customer can be looking at it before you say goodbye. That is usually the difference between a document that gets signed and one that gets thought about.

In the customer’s thread, as an entry directly above the call that agreed it, and you can download it whenever you want a copy of your own. It sits in the same timeline as everything else that has happened with that customer, so nobody has to remember which tool a job was signed in.

It stays an open commitment rather than a document rotting in a tool nobody logs into. The follow-up is drafted on the same thread, on the same number, so the next person to look at that customer can see there is an unsigned quote and one message to send about it.

Waitlist

The call, the quote and the signature in one record.

Sent on the number they use, signed without leaving it, kept beside the call.