Agreements, signatures, and payments — in one flow.

EZDocs is the workspace for turning a template into a signed, paid, and tracked agreement without juggling three separate tools.

What EZDocs is

EZDocs is an agreement platform for businesses that quote, sign, and get paid — dealers, agencies, service providers, and B2B teams whose contracts include line items and payment terms, not just a signature.

Build reusable templates once — either block-based sections or overlays on your existing PDFs. Send them for signature with role-based signers, request supporting documents, confirm identity, and collect payment at the same moment the agreement is signed.

Every signed agreement carries its own audit log, completion certificate, and post-signing workflow — reminders, follow-up tasks, and scheduled payments — so nothing falls through the cracks once the ink is dry.

Main features

Everything you need to run an agreement from draft to done.

Block-based template builder
Compose agreements from reusable sections and fillable fields — no more copy-pasting Word documents.
PDF overlay editor
Drop signature, date, and data fields on top of any existing PDF. Reuse the documents you already have.
E-signature with audit trail
Legally sound signing flow with full audit log, signer identity confirmation, and a completion certificate.
Quotes and billing built in
Line-item quote and billing blocks with discounts, totals, and monthly plus one-time pricing on the same page.
Payments at the signature
Connect Stripe, PayPal, Authorize.Net, Sage Pay, QuickBooks, Xero, or FreshBooks and collect payment as they sign.
Attachments and ID checks
Request uploads (W-9, insurance, ID) from signers and confirm identity before the agreement is finalized.
Post-agreement workflow
Reminders, follow-up tasks, scheduled payments, and automations kick in the moment an agreement is signed.
Multi-workspace with roles
Run multiple brands or teams in one account with granular member roles and per-workspace branding.

Why EZDocs

What sets us apart from the usual signature-only tools.

All-in-one, not stitched together
Agreement, signature, payment, and follow-up live on one record. Stop bouncing between three tools and reconciling by hand.
Built for real businesses, not static PDFs
Product catalog, quote/billing blocks, and post-agreement workflow are first-class — most e-signature tools stop at a signed PDF.
Signed means paid
Multiple payment gateways and accounting connectors mean the signature and the money happen in the same step.
Deep template control
Block sections, PDF overlays, versioning, role-based signing, and per-workspace branding — templates you can actually manage.
Transparent trail on every deal
Full audit log, signer identity confirmation, and a completion certificate ship with every finalized agreement.

Get in touch

Tell us about your use case and we'll get back to you.