Contracts from CRM
Create and send customer contracts directly from CRM — so the sales relationship runs from deal to signed agreement.
Read moreBuilt in the EU
Contract management and e-signature in one connected system
Create, send and sign contracts in Foundbase — linked to CRM and tasks, with automation that updates leads and follow-up in the platform or through integrations and API, so agreements run from dialogue to signature without switching tools.
When contracts live apart from sales, HR and operations
Many teams handle contracts in email, PDF folders and separate signing tools. That works with a few agreements — but quickly creates uncertainty about status, version and who should act next.
Contract work is not just about storing documents. It is about giving each agreement a flow: from draft and approval to signing, follow-up and renewal — clearly linked to the customer, tasks or relationship it belongs to.
When sales uses CRM, HR uses its own templates and purchasing keeps suppliers elsewhere, it becomes hard to track status, follow-up and lead updates — especially without automation.
In Foundbase, contracts can link to CRM, tasks and automations. A deal can provide the starting point for a contract, and a status change can trigger tasks or updates when the team has configured the relevant workflow.
In Foundbase, agreements, sales and delivery stay connected
Create and send contracts directly from CRME-signature with status and remindersVersion history and clear audit trailRenewals and deadlines visible in timeAutomation that updates leads and follow-upFewer tools between dialogue and signature
- Create and send contracts directly from CRM
- E-signature with status and reminders
- Version history and clear audit trail
- Renewals and deadlines visible in time
- Automation that updates leads and follow-up
- Fewer tools between dialogue and signature
Features
Everything you need to manage agreements from draft to signature
Bring customer contracts, supplier agreements and HR documents together — with e-signature, version control and automation linked to sales and tasks.
Digital e-signature
Send contracts for signature with clear status and reminders — so agreements do not wait on manual follow-up.
Read moreVersion control
Preserve history and audit trail when terms change — so the team always works from the right version.
Read moreTemplates for recurring agreements
Use templates for customer, supplier and HR agreements, and reuse wording and fields the team has already approved.
Read moreLead and follow-up automation
When a contract is sent or signed, workflows can automatically update leads in CRM — in Foundbase or through integrations and API.
Read moreAgreements tied to tasks
Link contracts to customers and tasks — so delivery and follow-up start when an agreement is sent or signed.
Read moreConnect Contracts & e-signature with the tools you already use
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
Customer testimonials
How teams use Foundbase for contracts
Teams describe how they use Foundbase to create, sign and track agreements alongside CRM and tasks. The testimonials reflect their own contract process.
I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.
Practical overview
Guide: Contract management for companies and teams
Why contract management belongs with the rest of operations
Agreements connect sales, delivery, purchasing and HR. When contracts sit apart from the work teams already do, delays, version confusion and missed renewals follow.
A unified contract flow lets teams act proactively — instead of reacting when a deadline is missed or the wrong version was sent for signature.
For growing companies, it is especially important that several people can see the same status and history before they follow up or take over a relationship.
With Foundbase, contract work can link to CRM, tasks and automations — so agreements become part of the full workflow, and leads update in the platform or through integrations and API.
Common challenges with scattered contract work
Documents sit in email and folders while status only exists with whoever last touched the agreement.
Signing is delayed because nobody has visibility into who still needs to sign — or which version is being circulated.
Renewals and terminations are discovered too late because deadlines are not visible in the system the team actually uses.
When sales, HR and purchasing use different tools, it becomes hard to keep leads and follow-up synchronized — unless automation and integrations tie the flow together.
How Foundbase helps with contract management
Foundbase brings creation, status, signing and history together in one platform — linked to customers, tasks and automations.
Teams can start contracts from CRM, follow signature status live and set automatic reminders on renewal and deadlines.
Version history makes it clear what changed — and which agreement applies when parties need to act.
Because Foundbase also includes automations, task management and integrations, contract data can trigger lead updates and follow-up — in the platform or through API.
A practical contract workflow
Use templates for recurring agreement types and agree on who can change standard terms. This makes the process easier to review and reduces variation between documents.
Link each contract to the relationship or tasks it belongs to — so context is not lost on handover.
Set reminders on renewals and key dates so decisions happen in time — not after auto-extension.
Review contract status regularly alongside pipeline and tasks — so the team prioritizes from live status, not assumptions.
Features
Contracts, guides and comparisons
Contract work creates the most value when agreements link to sales, tasks and automation. Explore guides, comparisons and modules that help your team from dialogue to signature.
CRM
Create and send customer contracts directly from CRM — so the sales relationship runs from lead and deal to signed agreement.
See CRM in FoundbaseTasks
Link contracts to tasks — so delivery and follow-up start automatically when an agreement is sent or signed.
See project managementAutomations
Automate lead updates, reminders and follow-up on signing and renewal — so contract flow does not depend on manual coordination.
See workflow automationFoundbase vs DocuSign
Compare Foundbase with DocuSign when you want signing linked to CRM, pipeline and projects — not as an isolated signature tool.
Read the DocuSign comparisonWhat is contract management?
Understand contract management from the ground up — archive, renewal and overview without heavy CLM software.
Read the contract management guideWhat is digital signature?
See how digital signature works in practice, and when it makes sense to keep signing with customer data and agreement flow.
Read the digital signature guideFrom lead to contract
Follow the full flow from enquiry to signed agreement — without manual handovers between sales and contracts.
Read the lead-to-contract guideWant to know more?
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See the platform in action and get a quick overview of the core workflows.
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Try contracts free
Create a free account with no credit card — and send, sign and track agreements digitally, linked to customers and tasks.
Contracts FAQ
Foundbase unifies drafting, review and e-signature in one flow, so the process is not delayed by manual handoffs between sales, approval and signing.
Yes. Version history and the current version are visible so the team can verify which document should be used.
Set deadlines and reminders on contracts in Foundbase — or automate them so the team is notified before an agreement auto-extends.
Yes. The contracts module supports multiple agreement types in one structured workflow with clear status and ownership.
Yes. In Foundbase you can create and send customer contracts from the CRM relationship — so sales dialogue, deal and agreement stay in one flow.
Contracts can link to customers and tasks — and automations can update leads in Foundbase or through integrations and API when an agreement is sent or signed.
Yes. You can send contracts for digital signature, track status and automate reminders — so signing does not depend on manual follow-up.
Create an account and start with the agreement type that creates the most value right now. You can try Foundbase free for 30 days. See pricing.