Formfy for Sales Teams: Close Deals Faster with Integrated Proposals, Contracts, and Payments
Accelerate Your Sales Cycle
Formfy helps sales teams close deals faster by combining proposals, contracts, and payment collection into a single client experience. No more waiting for DocuSign, chasing payments separately, or losing momentum. Send one link and get signed contracts with deposits in hours, not days.
The Modern Sales Document Flow
Old Way (Slow)
- Send proposal via email
- Wait for questions/approval
- Send contract via DocuSign
- Wait for signature
- Send invoice for deposit
- Wait for payment
Average: 5-14 days
Formfy Way (Fast)
- Send one Formfy link
- Client reviews proposal
- Client signs contract
- Client pays deposit
- Deal closed!
Average: 2-24 hours
Sales Documents You Can Create
CRM Integrations
Connect Formfy to your existing sales stack via Zapier and Make:
Frequently Asked Questions
Can Formfy send proposals with e-signatures?
Yes. Create beautiful proposals that clients can review and sign electronically. Add payment collection to capture deposits or full payment at signing, reducing time-to-close dramatically.
How do sales teams use Formfy to close deals faster?
Send one link containing proposal, contract, and payment. Clients review terms, sign digitally, and pay—all without back-and-forth emails. Average close time drops from days to hours.
Does Formfy integrate with CRMs?
Yes. Connect Formfy to Salesforce, HubSpot, Pipedrive, and 5,000+ apps via Zapier and Make. Signed contracts automatically update deal stages, create contacts, and trigger follow-up workflows.
Can I schedule demos and collect information beforehand?
Yes. Create booking forms that collect company information, requirements, and budget before the call. You arrive prepared, and prospects feel heard—improving conversion rates.
Is Formfy secure enough for contracts?
Yes. Formfy e-signatures are ESIGN Act compliant with full audit trails. 256-bit encryption protects documents in transit and at rest. Enterprise-grade security for sensitive deals.
Close Deals Faster
Proposals, contracts, and payments in one link.
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