Documents should not pull customers out of the conversation.
When a customer is already engaged by text, switching to paper, email attachments, or disconnected signing tools adds friction and slows the next step.
Digital Document Signing
Get documents signed without breaking the customer conversation.
TECOBI Document Center turns PDF and Word documents into connected digital signing workflows. Teams can prepare templates, send requests by text, collect customer fields and signatures, and keep completed PDFs attached to the same customer record.
Send Document requests by text
Sign Customer fields and signatures
Store Completed PDFs on the record
Document Center
Purchase worksheet Ready for customer
Customer initials Required
Signature Jordan Miles
Status Sent by text
Completion PDF saved
Why it matters
Digital signing should be part of the operating workflow, not a separate document chase.
Document requests often happen after a customer has already shown intent. TECOBI keeps that step close to the conversation so the team can send, track, and finish document work without losing momentum.
PDF packets need structure before they are sent.
A document workflow only works when the system knows which fields belong to the team, which fields belong to the customer, and which values can be filled automatically.
Missing signatures and dates create avoidable rework.
Required fields, signature locations, date fields, and customer completion status need to be visible before the request becomes a problem.
Managers need proof that the document process actually happened.
The completed document should carry context around viewing, disclosure acceptance, signing activity, completion time, and the finished PDF.
Template system
Build reusable document workflows instead of recreating packets every time.
TECOBI templates define the document, the fields, who must complete each field, and which values can be filled from customer or company context before the request is sent.
PDF and Word source files
Teams can build reusable templates from source documents and convert them into ready-to-send PDF workflows.Field placement
Templates support text, checkbox, date, and signature fields that can be assigned to either the team or the customer.Customer and company variables
Common values can be pulled from lead, client, assigned user, primary vehicle, and related customer context instead of being typed repeatedly.Template groups
Multiple documents can be grouped into a packet so users can send a complete document set without rebuilding the workflow each time.Staff preview before send
Users can preview generated documents, fill team-required fields, print, download, or send the request from the customer record.Active template control
Template status and conversion readiness help teams keep outdated or incomplete forms out of the signing workflow.Signing workflow
From template selection to completed PDF, the process has a defined path.
The workflow supports both internal preparation and customer completion, so users can send cleaner requests and customers can finish the required steps from a branded digital experience.
01
Choose a template or packet
Start from the customer record and select one document template or a grouped packet of documents.
02
Review prefilled context
TECOBI applies available customer, company, user, and vehicle values so the request starts with useful information already in place.
03
Complete team-required fields
Staff can fill required internal fields and signatures before the customer receives the request.
04
Send the request
The customer receives a digital document request that stays connected to the TECOBI customer profile experience.
05
Customer accepts disclosure and signs
Customer-required fields, dates, checkboxes, and drawn signatures are completed after the electronic signing disclosure is accepted.
06
Completed PDFs return to the record
Signed documents are generated as PDFs, saved back to the Document Center, and surfaced to the team as completed customer activity.
Document Center
Signed documents come back to the customer record where the team already works.
TECOBI is not just a send-and-sign surface. It also gives the team a document center for uploaded files, generated PDFs, completed customer documents, and the record of what was sent or finished.
Upload and store customer documents on the lead recordPreview or open source documents and generated PDFsCreate completed PDFs from filled templatesKeep signed documents attached to the customer workflowNotify the team when digital documents are completedUse profile-page links so customers can return to active requests
Audit context
Completion should create confidence, not another follow-up question.
Customer document requests include practical completion context: when the request was viewed, whether the disclosure was accepted, which fields were completed, and when the final PDFs were generated.
01 Request status
02 Sent timestamp
03 First viewed timestamp
04 Disclosure acceptance
05 Customer-required fields
06 Drawn signature event
07 Completion timestamp
08 Completed PDF
09 Document request event log
10 Certificate-style completion context
Connected platform
Document signing works best when it connects to the rest of the customer journey.
The document feature is part of the broader TECOBI operating layer: customer pages, queues, messaging, compliance controls, and team visibility all work together.
Custom Profile Pages
The customer-facing profile page gives the customer a branded place to view, complete, and submit document requests.
Explore Custom Profile PagesSMS and Call Queues
Document activity can create visible follow-up moments so the team knows when a customer needs help or has completed the next step.
Explore SMS and Call QueuesTCPA Compliance
Digital document workflows sit beside the same consent-aware operating model TECOBI uses for customer communication.
Explore TCPA ComplianceDocument workflow note
Use the workflow with the right forms, disclosures, and internal review.
TECOBI supports digital document requests, customer signatures, and completion context. It is not legal advice, and teams should review document language, electronic signing disclosures, and retention requirements with their own counsel or compliance team.
Document Center walkthrough
See how TECOBI turns document signing into a managed customer workflow.
We will show how templates, document groups, customer signatures, completed PDFs, and team notifications work inside the TECOBI platform.