Smart Documents
Documents people fill in and sign online.
Write the document in Mavecy or upload your own PDF, add fields where the answers and signatures go, and send a private link. When everyone has signed, the finished PDF is filed on the customer, deal or project, locked, with a signing certificate.
Smart Documents is part of every Mavecy workspace. Storage allowances follow your subscription.
The problem
Printing, signing, scanning and chasing paper takes days. Separate signing apps cost extra per document, and the signed copy ends up in someone's inbox instead of with the customer it belongs to.
How Mavecy helps
Place fields in your wording or on the pages of a PDF, choose who completes which fields and in what order, and send. Each person opens a private link on any phone or computer, fills in only their part and signs. Mavecy checks every answer, reminds people who have not finished, and files the signed PDF with your letterhead and the Mavecy Sign certificate.
How it works
Write or upload
Start from a template with your letterhead, write it in the Mavecy editor, or upload an existing PDF.
Add fields
Text, dates, company registration numbers, dropdowns, tick boxes, tables, file uploads, totals that add themselves up, initials and signatures.
Send a private link
Up to five people, at the same time or one after the other. Add a one time email code for extra checking.
Signed and filed
The completed PDF is locked and filed on the record, with who signed, when, from where and their consent on the certificate.
What you get
- No account needed for the people signing
- No outside signing service and no charge per document
- Use your own PDFs, or write documents in Mavecy
- Signing order: everyone at once, or one after the other
- Optional one time code by email before a person can open it
- Automatic reminders, and links that expire when you choose
- Signed PDF with your letterhead and a signing certificate
- Filed and locked on the customer, deal, quote, invoice or project
Good to know: Answers never change your customer records by themselves. When an answer differs, such as a new address, Mavecy suggests the update and you choose whether to apply it.
Who it is for: Businesses that send service agreements, client onboarding forms, employment contracts, applications, consent forms or quote acceptances.
- Mavi drafts a first version of a document from a short brief, ready for you to add fields
- Mavi summarises the answers people gave, so you can read a long form at a glance
Works well with
Documents
One place for your business files, linked to customers, projects and invoices, with templates and signing built in.
Learn moreMavi AI Plus
Ask, draft and capture with the assistant inside Mavecy.
Learn moreCRM and leads
Leads, deals and follow-ups in one place, connected to your quotes, so no enquiry slips through the cracks.
Learn more
Your business, all together.
Start with the modules you need today and add more as you grow. Mavi helps you set up in minutes.