CloudRaker

Add signers, approvers, copy recipients, and stages for a step-by-step review.

Choose recipients and signing order

Choose a signing page, place fields on the PDF, or use signing placeholders.

Place signatures and fields on your document

Check your agreement, set its deadline and reminders, and send invitations.

Review your document and choose delivery settings

See who has acted, understand waiting stages, and remind people whose turn it is.

Track signing progress and send reminders

Fix a pending recipient, stop an outstanding request, or create an editable copy.

Correct a recipient or cancel a signing request

Get the completed PDF, export its activity, or save a copy to CloudRaker Workspace.

Download a signed document and its activity record

Prepare agreement text, format it, and review the final PDF before sending.

Write a document or edit a Word file

Reuse the same agreement wording with a different name, fee, date, or other value.

Personalize document details and placeholders

Baptiste Laget

Add people and fields, send requests, and track progress.

Prepare and send

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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