Verified · Trustpilot
The reason I love Seedly is ownership. You own the codebase instead of renting and watching the provider change things constantly.
Joshua LockhartJun 26, 2026
Owns the codebase
Contracts
Documents and e-signatures, built into a CRM you own
Draft a contract from a template, send it for signature, collect payment on signing, and watch the signed values flow straight back into the contact record. No per-envelope bill.
JL
MG
RD
AB
AR
One payment. Full source code. Unlimited seats, every client, forever.
crm.youragency.com/documents
Seedly CRM Testimonials: The Receipts
Don't take our word for it. Take theirs.
Early Seedly owners, in their own words. Every review verified on Trustpilot.
What It Does
Everything this module gives you, in the same source you own.
Merge fields that auto-fill
Insert tokens for contact fields like name, email, company, title, and address, plus your business details, and they resolve automatically when the document renders. No copy-paste, no wrong names on contracts.
Multi-recipient e-signature with signing order
Send one document to several recipients, give each a signer or viewer role, assign specific fields to each party, and choose parallel signing (everyone at once) or sequential (one after another in order). Each recipient gets their own private signing link.
CRM write-back on signed fields
Fields a client fills in while signing can be bound to a contact custom field or deal field and written straight back into the CRM record when they sign. The contract is not a dead PDF; it updates your data.
Block-based document builder
Compose contracts and agreements from drag-and-drop blocks: text, images, tables, dividers, buttons, plus input fields (text, date, initials, checkbox, dropdown, radio, signature). Global styling controls fonts, colors, and spacing across the whole document.
Template library with folders
Save any document as a reusable template, organize templates in folders, and spin up a new document from one in a click. Build your MSA, proposal, and onboarding agreement once and reuse them forever.
Collect on Sign
Attach a payment to a document and collect it from the recipient at the moment they sign, through your own connected Stripe. Sign and pay in one flow.
Audit trail and downloadable certificate
Every view and signature records IP address and timestamp, and the system produces a signer-history audit certificate with a content hash, available to both you and the signer via a secure link.
Document flows
Chain documents into a multi-step sequence, for example agreement then estimate then invoice, that a client moves through in order from a single link.
Pricing tables and calculated fields
Drop in a pricing table with line items, quantities, and tax, or a formula field that calculates a value from other inputs. File-upload fields let a signer attach a document back to you.
PDF, reminders, and version history
Completed documents generate a downloadable PDF, unsigned recipients get automatic signing reminders, and every edit is captured in version history so you can see what changed.
How It Works
In plain English.
1
Build the document like a landing page
You build a document the way you build an email or a landing page: drag blocks onto a canvas, type your contract language, and drop in the fields you need a client to complete, like a signature box, a date, or an 'I agree' checkbox. You can save it as a template and reuse it.
2
Assign fields and send
When you are ready, you pick the contact, assign each field to the person who should fill it, and send. The client gets an email with a link to a public signing page.
3
The client signs from any device
They open it on a phone or laptop, no account required, fill in their fields, draw or type their signature, and submit. As they go, the system records when they viewed it, when they signed, and from what IP address.
4
It files, writes back, and collects
Once everyone has signed, Seedly generates the final PDF, files it on the contact, writes any bound field values back into your CRM, and can collect a payment and kick off an automation. You get a signed contract and an audit certificate; the client gets a copy.
The Rest Of The Garden
It is one CRM, not a stack of subscriptions.
Every module ships in the same source code you own. Slide through the rest of the garden.
FAQ
Questions, answered.
Are the electronic signatures legally binding?
Seedly captures what electronic signature laws like the US ESIGN Act and UETA look for: the signer's clear intent to sign, the signature itself, and a record of the event. Every signature is stamped with a timestamp and IP address, the full signer history is logged, and the system produces a downloadable audit certificate with a content hash so the signed document can be shown to be unaltered. As with any e-signature tool, whether a specific document is enforceable depends on your jurisdiction and use case, so treat this as strong record-keeping rather than legal advice.
Do my clients have to create an account to sign?
No. Each recipient gets a private link to a public signing page they can open on any device. They fill in their fields, sign, and submit without logging in or installing anything.
Can I build documents from templates instead of from scratch?
Yes. Save any document as a template, organize templates in folders, and create a new document from one whenever you need it. Merge fields fill in the contact and business details automatically, so a template becomes a finished, personalized contract in seconds.
What does it cost to send a document?
Nothing per document. Seedly is sold as source code you buy once and own, then host yourself. There are no per-envelope charges, no per-seat fees, and no monthly document add-on. The only cost is sending the notification email, which runs on your own email provider.
Does it work across all my client sub-accounts, and can I white-label it?
Yes to both. Documents are scoped per sub-account, so every client gets their own templates, documents, and signers, fully isolated. The whole interface white-labels to your client's brand, so they see their software, not yours and not Seedly's.
Can I migrate my documents from GoHighLevel?
You would rebuild your templates in Seedly's block editor, which usually takes minutes per template and is a good moment to clean them up. Your contacts and deals migrate with the rest of your data, so merge fields and write-back work against your real records from day one.
Can I customize the signing flow or add a new field type?
Yes. You own the source. The block types, signing logic, and audit certificate are all editable, so you or an AI coding assistant can add a custom field, change the signing page, or wire a new step into the flow. Most agencies never touch the code, but the option is always there.
Can a signed document trigger an automation?
Yes. Sending, viewing, and signing a document can each start a workflow, so you can auto-create a task, move a deal, send a welcome sequence, or notify your team the moment a contract is signed.
$1,499Once
One-time payment. No subscriptions. No renewals.
- Complete source code
- 25+ CRM modules
- 78 workflow automation nodes
- Unlimited seats & users
- Source you own, deployed on infrastructure you control
- Step-by-step setup documentation
- Full source code - yours to modify freely
- Commercial license included
Secure checkout via Stripe. Your license key is emailed instantly.