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.
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 connect to CRM, tasks and automations. A deal can become a contract, signing can trigger tasks, and workflows can automatically update leads — in the platform or through integrations and API — without moving data between systems.
Bring customer contracts, supplier agreements and HR documents together — with e-signature, version control and automation linked to sales and tasks.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
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E-mail (IMAP/SMTP)Connect company mail to contracts — correspondence on terms and signing gathers on the agreement.
GmailSend contracts and negotiation email from Gmail with history on the customer — nothing lost in loose threads.
Outlook EmailRun contract flow via Outlook with mail logged on the contact — from draft to signature.
Companies and teams use Foundbase to create, sign and track agreements — with stronger links to CRM, tasks and automation, without contract work ending up in scattered folders and email threads.
“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.”
“Foundbase has become my go-to tool for creating structure and focus in my workday. It shows me which tasks matter most today and gives me peace of mind because I know exactly what to sit down and start on.”
“What helped us most was the CRM and AI import. We imported more than 1,000 leads automatically, which made the overall onboarding process fast and smooth.”
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.
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.
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.
Use templates for recurring agreement types — so quality stays consistent and creation takes minutes instead of hours.
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.
Contract work creates the most value when agreements link to sales, tasks and automation. These areas in the system help teams move agreements from dialogue to signature — and keep leads updated.
See the platform in action and get a quick overview of the core workflows.
We're always ready to show you what Foundbase can do. You're also always welcome to visit our lovely office in Odense, Denmark
Create a free account with no credit card — and send, sign and track agreements digitally, linked to customers and tasks.
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 active version are visible so teams always work from the correct document.
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.
