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automatically create documents for e-signature 

Stop manually creating documents

The time spent manually copying and pasting information can really add up. Generate proposals and contracts in seconds by auto-populating templates. 

automatically create documents for e-signature 

Make your life easier.


Reduce manual labor

Manually pulling information from your database is easy, but it takes time and energy that could be used more efficiently. 


Seal the deal Faster

Get your clients their proposal or contract as soon as possible.  Streamline the process by using automations to do the heavy lifting. 


Increase Efficiency

Once a contract is signed, use automations to make your life easier. Automatically create client folders to save the signed document to. 

Still manually generating contracts?

Let’s change that:


Make sure client details are in your CRM or intake form

RooksDM Doc Creation (13)


Automatically pull client details into a template

RooksDM Doc Creation (11)


Send for e-sig and save to their folder 

RooksDM Doc Creation (10)

Generate contracts in seconds

Eliminate the need to copy and paste fields into a document manually. Pull all necessary fields automatically and generate your document in seconds.

RooksDM - Esign documents (8)
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Follow-up for signature automatically

No more time spent tracking documents down for e-signatures. Set up automations to request and follow up on signatures automatically.

Keep the process moving 

Once you have received a signed document, we don’t stop there.
We can set up triggers to save the agreement in the client’s folder, create a team channel, or even send a notification to your team letting them know.

want to learn more about how we can help you?

Case Study

Automating retainer agreement

Law Firm
11 employees
  • Created template agreements
  • Mapped fields in CRM 
  • Generated agreement in minutes
  • Automatically send for esign

Loved by our clients

what they’re saying

A great experience
all around!
AT Law Group
Everything got so
much faster and smoother!
South Bay Financial Partners
RooksDM was excellent at helping streamline our systems!

Rooks Esigs (5)

Chat with Daleele

Interested in consolidating your technology and making your processes more efficient? Contact us today.