Master Every Phase of Your Document Lifecycle
Explore the complete document journey
Click any phase to see where document work breaks down and how Propper handles it. After signature, the lifecycle loops back: renewals feed the next document.
Document creation & management
Create consistent templates once and eliminate repetitive drafting, errors, and version confusion that cost teams time.
Without Propper
- Inconsistent formatting across departments
- No version control for templates
- Manual template updates are time-consuming
With Propper
Smart templates
Dynamic fields and conditional logic
Reusable components
Shared clauses and blocks across templates
Version control
Full history with rollback capability
Approval & governance
Route documents through customizable approval workflows with full audit trails.
Without Propper
- Lengthy approval processes
- Poor visibility into approval status
- Inconsistent governance policies
With Propper
Custom workflows
Role-based permissions and routing
Notifications
Slack, Teams, and email integration
Audit trails
Complete approval activity logs
Workflow triggering
Initiate document workflows via API, UI, or chat integrations.
Without Propper
- Manual process initiation
- Disconnected systems require duplicate entry
- Difficult to track triggered workflows
With Propper
API triggers
Automate from CRM, ERP, or other systems
UI triggers
User-friendly guided workflow initiation
Chat triggers
Start workflows from Slack or Teams
Data collection
Gather and validate information from multiple sources to populate documents.
Without Propper
- Manual data entry causes errors
- Data scattered across systems
- Time-consuming follow-ups for missing info
With Propper
Auto data retrieval
Pull from CRM, ERP, and HR systems
Smart forms
Validation rules ensure accuracy
API data intake
Pass structured data straight into a template through the REST API
Document generation
Merge collected data into templates while maintaining consistent formatting.
Without Propper
- Error-prone manual merging
- Formatting breaks after data insertion
- Slow generation for high volume
With Propper
Gen engine
Accurate data-to-document merging
Conditional logic
Dynamic content based on data values
Multi-format output
Generate PDF or HTML
Negotiation & collaboration
Facilitate real-time editing, commenting, and version comparison between parties.
Without Propper
- Inefficient email-based negotiation
- Difficult to track changes across versions
- Challenges managing redlines
With Propper
Redline tracking
See what changed between versions
Negotiation rooms
Secure spaces for discussions
Version comparison
Side-by-side diff views
Execution & signing
Execute agreements with eSignatures built to satisfy ESIGN and UETA, with identity verification and a tamper-evident audit trail on every transaction.
Without Propper
- Complex print-scan-sign processes
- Difficulty tracking signature status
- Security concerns around authenticity
With Propper
Enforceable eSignatures
Built to satisfy ESIGN and UETA in the United States
Signing workflows
Automated routing and reminders
Mobile signing
Sign from any device
Storage & compliance
Securely store executed documents with encryption and access controls.
Without Propper
- Scattered document storage
- Compliance with retention policies
- Security vulnerabilities
With Propper
Secure repository
Centralized encrypted storage
Compliance automation
Automated retention enforcement
Access controls
Role-based permissions
Search & retrieval
Find documents by full-text search, by tag, or by any metadata field you have set. Natural language search and clause recognition are in beta.
Without Propper
- Difficulty finding specific documents
- Limited search across document content
- Manual review for specific clauses
With Propper
Full-text and metadata search
By party, date, type, and tag
Natural language queries
In beta
Clause recognition
In beta
Analytics & insights
Turn stored documents into structured records you can report on.
Without Propper
- Limited visibility into performance
- Manual reporting processes
- Unable to identify trends
With Propper
Structured records
Every document filed with its metadata
Reporting export
In beta
Renewal & expiry management
Never miss a renewal with automated notifications and workflow triggers.
Without Propper
- Missed renewal opportunities
- Unexpected auto-renewals
- Manual renewal initiation
With Propper
Expiration tracking
Centralized deadline visibility
Auto notifications
In beta
Renewal workflows
In development
Before signature
Create consistent templates once and eliminate repetitive drafting, errors, and version confusion that cost teams time.
Without Propper
- Inconsistent formatting across departments
- No version control for templates
- Manual template updates are time-consuming
With Propper
Smart templates
Dynamic fields and conditional logic
Reusable components
Shared clauses and blocks across templates
Version control
Full history with rollback capability
Route documents through customizable approval workflows with full audit trails.
Without Propper
- Lengthy approval processes
- Poor visibility into approval status
- Inconsistent governance policies
With Propper
Custom workflows
Role-based permissions and routing
Notifications
Slack, Teams, and email integration
Audit trails
Complete approval activity logs
Initiate document workflows via API, UI, or chat integrations.
Without Propper
- Manual process initiation
- Disconnected systems require duplicate entry
- Difficult to track triggered workflows
With Propper
API triggers
Automate from CRM, ERP, or other systems
UI triggers
User-friendly guided workflow initiation
Chat triggers
Start workflows from Slack or Teams
Gather and validate information from multiple sources to populate documents.
Without Propper
- Manual data entry causes errors
- Data scattered across systems
- Time-consuming follow-ups for missing info
With Propper
Auto data retrieval
Pull from CRM, ERP, and HR systems
Smart forms
Validation rules ensure accuracy
API data intake
Pass structured data straight into a template through the REST API
Merge collected data into templates while maintaining consistent formatting.
Without Propper
- Error-prone manual merging
- Formatting breaks after data insertion
- Slow generation for high volume
With Propper
Gen engine
Accurate data-to-document merging
Conditional logic
Dynamic content based on data values
Multi-format output
Generate PDF or HTML
Facilitate real-time editing, commenting, and version comparison between parties.
Without Propper
- Inefficient email-based negotiation
- Difficult to track changes across versions
- Challenges managing redlines
With Propper
Redline tracking
See what changed between versions
Negotiation rooms
Secure spaces for discussions
Version comparison
Side-by-side diff views
Signature
Execute agreements with eSignatures built to satisfy ESIGN and UETA, with identity verification and a tamper-evident audit trail on every transaction.
Without Propper
- Complex print-scan-sign processes
- Difficulty tracking signature status
- Security concerns around authenticity
With Propper
Enforceable eSignatures
Built to satisfy ESIGN and UETA in the United States
Signing workflows
Automated routing and reminders
Mobile signing
Sign from any device
After signature
Securely store executed documents with encryption and access controls.
Without Propper
- Scattered document storage
- Compliance with retention policies
- Security vulnerabilities
With Propper
Secure repository
Centralized encrypted storage
Compliance automation
Automated retention enforcement
Access controls
Role-based permissions
Find documents by full-text search, by tag, or by any metadata field you have set. Natural language search and clause recognition are in beta.
Without Propper
- Difficulty finding specific documents
- Limited search across document content
- Manual review for specific clauses
With Propper
Full-text and metadata search
By party, date, type, and tag
Natural language queries
In beta
Clause recognition
In beta
Turn stored documents into structured records you can report on.
Without Propper
- Limited visibility into performance
- Manual reporting processes
- Unable to identify trends
With Propper
Structured records
Every document filed with its metadata
Reporting export
In beta
Never miss a renewal with automated notifications and workflow triggers.
Without Propper
- Missed renewal opportunities
- Unexpected auto-renewals
- Manual renewal initiation
With Propper
Expiration tracking
Centralized deadline visibility
Auto notifications
In beta
Renewal workflows
In development
One platform across the whole lifecycle
Five integrated products cover the lifecycle without handoffs between vendors, so every phase shares the same data, permissions, and audit trail.
See it in your industry
Explore how organizations in your industry use Propper to streamline their document lifecycle.
Ready to Transform Your Document Process?
See how Propper creates clarity across the full document lifecycle while reducing cost and effort.