Getme Documents

Quote and estimate software for small business, in one connected workspace.

Create quotes, estimates, proposals, contracts, agreements, generated business documents, and reusable document templates from one connected workspace.

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Documents

Northwave Studio

12 files5 folders2 pending requests

Welcome packet.pdf

PDF · 1.2 MB · Mar 12

Identity verification.pdf

PDF · 720 KB · Mar 11

Address proof.png

Image · 980 KB · Mar 9

Everything you need to manage business documents

Document vault
Every customer file organised in one searchable, taggable workspace.
Folders & structure
Group files into folders that mirror your operational workflow.
Document requests
Request specific files from a customer with status tracking and reminders.
Generated PDFs
Branded quotes, estimates, proposals, contracts, and agreements rendered on demand.
Signatures
Capture customer signatures inline on contracts and agreements.
Version history
Every upload and revision versioned — restore any past file with one click.
Permissions
Per-folder access controls so the right teammates see the right files.
Multilingual
Document labels, requests, and confirmations localised per customer.

Documents in every market

Run document workflows across every market and language.

Document requests, generated PDFs, and customer-facing pages adapt to each market — local language, market-aware request context, and organized storage with version history, access records, and approval context.

Multilingual document requests and generated documents per locale
Market-aware document requests for onboarding and customer review
Access records captured per file, request, and signature status
Version history and retention context for sensitive customer files

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Workspace views

Manage every document and request from one admin.

From the document vault to requests, generation, version history, and access records, every part of the document workflow is visible — and editable — inside the same admin that runs CRM and Sites.

Browse every document.

Folder-based vault with search, tags, and filters by customer, type, status, and date.

What's in the box

Documents at a glance.

Every Getme account ships with the full document-management surface — vault, requests, generation, signatures, version history, and access records, all under one admin.

Document vault

Per-customer folders
Custom folder hierarchy
Tags and filters
Full-text search
Bulk uploads
Version history
File previews
Per-folder permissions
Access history per file
External share links

Document requests

Customer-targeted requests
Multi-document requests
Required vs optional
Progress tracking
Submission review
Automated reminders
Branded request page
Multilingual requests
Internal notes on requests
Request activity history

Generation & signing

Branded PDF generation
Templated documents
Customer-data merging
Multi-language rendering
Inline signatures
Multi-party signing
Signed-PDF storage
Signature status history
Decline and re-send flow
Optional notarisation hooks

Records & review

Per-file access history
Per-request activity history
Retention rules
Region-aware storage context
Access controls
Customer-facing privacy
Document activity exports
Customer document requests
Organized business document folders
Exportable document activity

Ready to centralise documents?

Bring every document, request, and signature into one workspace.

Stop juggling shared drives, email attachments, and standalone signing tools. Documents gives you a single place for vaults, requests, generation, version history, and access records.

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