Documents & proposals

Send proposals, get them signed, prove it happened.

Turn client paperwork into a tracked, verifiable flow. Send a document by secure link, have recipients verify by email and sign, and keep a certificate and audit trail for every interaction. Studio drafts the first version with AI in your brand.

Secure recipient links

Share documents via opaque short links with access levels (public, any Votare user, or your members), an optional password, and an optional expiry.

Verified e-signatures

Recipients verify with an emailed one-time code, then accept, decline, or request changes. Acceptance captures a signature, device fingerprint, IP, and user-agent, and can produce a certificate PDF.

Studio: AI drafting in your brand

Generate SOWs and proposals from built-in templates with your logo and accent color applied, and keep a history of what was produced.

Reminders, terms & clients

Automated day-3/7/14 reminders nudge unanswered documents, terms are snapshotted per version, and everything ties back to the client record.