Reusable proposal templates.
Build a template once, send it 1,000 times, with variable fields for price, term, and customer details.
DocTray for Sales
Proposals, MSAs, and order forms, sent in a click, signed on any device, and tracked in real time.
Master Services Agreement
Signature
Signed · 20 May
Recipients
Priya Shah
Signed
Jordan Patel
Viewed
Legal Team
Waiting
Common documents
Build a template once, send it 1,000 times, with variable fields for price, term, and customer details.
Pipe Salesforce and HubSpot data straight into your documents via the API. No retyping, no copy-paste errors.
Get notified the moment a contract is opened, viewed, or signed. Sequential sign-off keeps internal approvals tidy.
Master Services Agreement
Contract · 8 pages
Mutual NDA
Legal · 2 pages
Order Form
Commercial · 1 page
Proposal Template
Sales · 5 pages
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Sam O'Brien, VP Sales, Helix Industrial
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