Design, fill, sign, and store — all from one place.
Built for businesses that move fast.
Works seamlessly with CitaPros, FCR, MortuPro, and any business
From blank page to signed contract — CitaDocs handles the whole document lifecycle so you can focus on the work.
Upload your letterhead, set your logo, pick your colors and fonts. Build templates that look like you — not like a generic form.
Estimates, contracts, proposals, invoices — all pre-built and auto-filled from your job data. Send a pro document in 10 seconds flat.
Send a link. Sign on any device — finger or mouse. E-SIGN Act compliant, legally binding. Every signed doc stored forever in your searchable vault.
Using CitaPros? Your job data auto-fills every document. Customer name, address, scope of work, pricing — pulled in automatically. Zero copy-paste. Zero typos. Just send.
Three steps. No learning curve. No chasing signatures down.
Choose estimate, contract, proposal, or invoice. Your branding is already baked in.
Job data fills in automatically. Tweak anything. Done in 10 seconds.
Customer gets a link, signs on their phone, you get a notification. Stored forever.
CitaDocs costs less than one month of DocuSign.
Forever.
Included with any CitaPros or Truli product
Standalone — no CitaPros required
For teams, white-labeling & API access
Deep native integration with Truli products — or plug CitaDocs into any business with our API.
Get early access to CitaDocs. Founders pricing — locked in forever.
No spam. No credit card. Just early access.