Desk
Documents
Document register, DOCX templates, numbering, company details, signing.
Available Route in Desk: /documents
Purpose
All your company's documents: contracts, invoices, acts, powers of attorney, ETA notices. It replaces the manual chain "passport, then a chatbot, then Google Docs" with one click.
How it should work
- A register of all documents with statuses: draft, sent, signed.
- Generation from a deal: pick a template, the system checks that all required data is present and creates a DOCX and PDF with a number, a "DRAFT" watermark and a verification QR code.
- Templates. Upload your own DOCX, the editor checks the placeholders: Document templates.
- Numbering: company prefix, year, counter (for example
VZ-D-2026-000123). - Company details. Several legal entities or sole proprietors, and choosing the right one at generation time.
- Signing: sending to the client by a link, uploading a signed scan, electronic signature later.
Public document verification opens from the QR code (/verify/<token>) and shows no personal data.