Create the right agreement for every engagement
Quill supports proposals, statements of work, contracts, NDAs, and custom document types in one reusable library.
Give every client a clear, professional agreement experience.
Documentation & e-sign
fylt Quill
Move from client agreement to delivery with a trusted, polished handoff.
What it does
fylt Quill turns proposals, scopes of work, contracts, and NDAs into polished signable documents with a clear audit trail. It helps your business move from agreement to delivery with a professional, traceable handoff.
Explore the parts of fylt Quill that support a connected client workflow from the first action to the next useful handoff.
Start from a template with useful context
Templates support insertable business, client, and date fields so common agreements begin with the right details in place.
Create consistent documents while keeping each engagement personal.
Guide signing through completion
Quill records status, signatures, audit activity, and final-PDF availability as the agreement progresses.
Maintain a clear, traceable record of every client agreement.
Carry signed work into delivery
Completed document workflows can create the related Kite project, Rook invoice, or both when those actions support the engagement.
Turn agreement into action with a more connected handoff.
Use AI where document context matters
AI-assisted template drafting and value suggestions help create a refined starting point before your business and legal review.
Build polished document workflows with greater momentum.
Each screen below is a full-width product capture of a distinct capability, setting, or client-facing outcome.
Completion, signatures, and final PDF
Reusable templates with client fields
A reusable signing setup
Studio > Documents > Settings
Quill settings establish the signature experience and the reusable document foundations your team applies across client work.
Default signature
Draw and save the signature you want available as the starting point for eligible signing workflows.
Speeds up repeat signing while preserving a review step before application.
Template library
Open the Templates tab to create, edit, and organize the reusable document bodies your business uses.
Creates a consistent standard for proposals, scopes, agreements, and NDAs.
Insertable fields
Use the available client and business fields when building a template body.
Keeps repeatable documents accurate while preserving client-specific context.
Signing and follow-on actions
Choose the document workflow that matches the agreement and review the connected delivery actions for the engagement.
Creates a clear path from signature to the work that follows.
Getting started
- Start from a template in Quill → Templates, or upload your own contract.
- Send for signature — every open, view, and signature is logged to the audit trail.
- Set up auto-actions so signed documents create projects/invoices automatically.
Key settings
- Templates: a library of reusable contract types (proposal, SOW, NDA).
- Signature order: single or sequential multi-party signing.
- Auto-actions: what happens automatically when a document is fully signed.
Daily workflow
- Send a proposal as soon as scope is agreed with a prospect.
- Check the audit trail if a client asks when they viewed or signed a document.
- Reuse clauses across templates to keep contracts consistent.
When a document completes its signing workflow, Quill can create the corresponding Kite project, Rook invoice, or both. The related client record and Workspace experience stay aligned with the agreement.
Use fylt AI to draft and refine reusable document-template content, then apply your own commercial, legal, and client-specific review before sending.
Make the most of it
- A signed proposal can automatically create the matching Kite project and Rook invoice.
- Use reusable clauses to keep your contracts consistent across clients.
- Download the audit trail PDF for your own records after a signature completes.
Connected modules
fylt Quill is wired to: