Document Portal

Manage proposals, agreements,
and signed documents

ZJ Marketing & Automation

Document Portal · Cairns, QLD

Hey Zac 👋

Select a document to open or send to a client.

Proposals Signed
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Agreements Signed
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Onboarding Forms
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This Month
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Your Editable Documents
📄
Fill in & Send
Proposal Builder
Fill in client details, scope, and pricing. Generate a signing link to send to your client.
Editable
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 📋
Edit & Customise
Terms & Conditions Editor
Edit and customise your service agreement clauses before sending to clients.
Editable
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Send to Clients — Copy Link & Send via Text or Email
✍
Client Signing
Terms & Conditions
Client reads, fills in their details, ticks acceptance boxes, and signs.
Preview →
📝
Client Form
Onboarding Form
Collects all business details, access needs, branding, goals, and setup info.
Preview →
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Records
Signed Documents
View all signed proposals, agreements, and onboarding forms. Download PDFs and view full answers.
Dashboard
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ZJ Marketing & Automation · ABN 31 438 003 490 · wilkes.business68@gmail.com