Reuse a starting point
Use contract templates for similar agreements.
E-signature with a clear signing process
Chasing signatures by hand delays agreements and causes friction between sales, HR and leadership. In Foundbase, you send the agreement for e-signature and follow its status – and with Automations, a signed agreement can kick off the next step.
Value and benefits
Digital signing in the agreement flow
Choose the document and recipients, and send the agreement for e-signature. Follow the signing status in Foundbase. Any automated steps require an automation set up with supported actions.
Keep documents and recipients together
Adapt the agreement and choose who needs to sign.
Follow signing status
See how a sent agreement is progressing through signing.
From need to action
Digital signing in the agreement flow, day to day
Choose the document and recipients, and send the agreement for e-signature. Follow the signing status in Foundbase. Any automated steps require an automation set up with supported actions.
How it works
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Choose document
Choose recipients
Send for signature
Follow status
Your tools
Build a workspace around your work
Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.
Features and integrations depend on your plan and access.View plans
Features and uses
Tools for the work that follows
- Feature
Customer contracts
Create a customer agreement, edit the document and choose who signs. Follow the signing status once it’s sent, and keep the agreement linked to the customer.Read more - Feature
Supplier agreements
Use the contract tool for supplier and partner agreements. Tailor the content to each agreement, check the recipients and follow the signing process.Read more - Feature
Employment agreements and NDAs
Draft an agreement or start from a relevant template. You review the content and terms yourself before sending it to the chosen signers.Read more
Integrations
Connect the tools you already use
Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.
E-signatures draw on the signatures included with or purchased for your account. Your team reviews the agreement before it’s sent.
Explore integrationsAI assistant
Describe what you need. Continue visually.
Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.
See it in action
Try Foundbase with demo data
Open the interactive demo and explore the tools at your own pace. Everything in it is fictional sample data.
Try the live demo
“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.”
Jakob Junker JeppesenOwner, Junker ConsultingGetting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
Step 3
Invite the team
Invite colleagues with the roles they need. Assign the first task and get going together.
Access and collaboration
A shared workspace with clear access
Roles and permissions
Access to data and actions follows each person’s membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp with the next step
Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.
Contact FoundbaseFurther reading
Find a way of working that fits your team
- Feature
Partnership agreements and follow-ups
Keep the partnership agreement in the contract tool, and use CRM and tasks for the follow-ups it requires. Set owners and dates for the deliverables you agreed on.Read more - Feature
Contract drafts and status
Work on the draft and document details before you send an agreement. Check the content and recipients, and use the status to tell drafts apart from agreements out for signature.Read more
FAQ
Questions about digital signing in the agreement flow
Can’t find the answer? Email support@foundbase.io
Choose the document and recipients, and send the agreement for e-signature. Follow the signing status in Foundbase. Any automated steps require an automation set up with supported actions.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
E-signatures draw on the signatures included with or purchased for your account. Your team reviews the agreement before it’s sent.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
Get started
See how Foundbase fits your work
Create a free account and pick the tools you want to start with, or explore the demo with sample data.
Try Foundbase free for 14 days
- No credit card required
- Then stay on Free with CRM and task management
- Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations
See Foundbase in a live demo
Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.
Meet the team behind Foundbase
We're based in Odense