All features Maurie Docs

Maurie DocsFrom a reusable template.
To a signed agreement.

Build documents for the way your business works. Create a template, prepare a customer quote, send it for signature, and collect payment with Maurie Pay.

An optional add-on for eligible paid plans
Maurie Docs · Reusable proposal template editor
Maurie Docs visual proposal template editor showing content blocks, customer merge fields, a pricing table, and signature and initials fields
SUBSCRIPTIONS & INVOICING

Add recurring revenue
to the relationship.

Create monthly or annual subscriptions connected to the customer. Automate invoices, statements, payment retries, and reminders, with a secure card-update link and a team alert if payment remains unpaid.

Explore Subscriptions & Invoicing

Included on Growth and Pro.

HOW IT WORKS

Create. Quote.
Sign and collect.

  1. 01

    Create your template

    Build a reusable document using the template editor.

  2. 02

    Prepare it for your customer

    Select a contact and add the document details and quote products.

  3. 03

    Send, sign & collect

    Send for signature, then let the customer pay through Maurie Pay when payment is part of the quote.

WHAT YOU CAN DO

Create templates, send quotes, and capture signatures.

The tools that support your everyday work. See pricing for plan availability and allowances.

Prepare the agreement

  • Your own document templatesCreate reusable document templates in the template editor for the documents your business needs.
  • Product-based quotesAdd products to a customer quote with quantities and prices. The quote calculates the total.
  • One-time & recurring productsBuild quotes with one-time products and monthly recurring products so the customer can see what they are agreeing to.

Get it signed and paid

  • Send to a contact for signatureSend a prepared document to the customer to capture an electronic signature.
  • Quote payments with Maurie PayLet customers pay directly from the quote through Maurie Pay, powered by Stripe.

Keep a record of the relationship

  • Keep every quote in Maurie AIKeep quotes and documents in your workspace. Track their progress and return to the customer’s agreement when you need it.
A CLOSER LOOK

customer quote with signature and payment

A customer-facing quote with product totals, signature fields, and a payment option.

Maurie Docs · Example signature capture
Maurie Docs signature capture dialog showing a full name field, Draw and Type options, a sample drawn signature, and the Adopt and sign button
AVAILABILITY & PRICING

Choose your fit.

Maurie Docs is a per-user add-on for eligible paid plans. See the live pricing page for current rates and availability. Collecting quote payments requires Maurie Pay.

Compare plans →
YOUR NEXT STEP

Bring Maurie Docs
into your workspace.

Create a free account and explore the tools available for your business.

Get started for free →Paid features and add-ons vary by plan.