Documents and E-Sign

Send, sign, store, and find documents without chasing paperwork.

SIXPAC helps businesses manage waivers, forms, agreements, intake documents, e-signatures, and customer records inside the same platform as scheduling, payments, CRM, memberships, and reporting.

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Built for teams that need documents connected to the customer, booking, service, sale, or membership workflow.

SIXPAC Train Wise Fitness
o o o
Dashboard
Customers
Documents
Forms
Waivers
Agreements
Schedule
Reports
Customer Documents
Forms, waivers, agreements, e-signature status, and customer records
Send Document
📄
Liability WaiverJoanna Engelberg · Signed Jun 12
Signed
🧾
Intake FormMarcus Taylor · Sent today
Pending
✍️
Membership AgreementRiver Family · Signed Jun 10
Signed
📋
Service ConsentAnna Kim · Attached to booking
Signed

Preview: Intake Form

Awaiting E-Sign
4Sent
3Signed
1Open
Forms
Collect the Details You Need
Waivers
Send and Store Signed Records
E-Sign
Reduce Manual Paperwork
CRM
Keep Documents Connected
The Problem

Paperwork gets messy when it lives outside the customer workflow.

Businesses lose time when waivers, forms, agreements, intake documents, and signed records are scattered across paper folders, email threads, shared drives, or disconnected form tools.

Staff should not have to hunt through separate systems just to confirm whether a document was sent, completed, signed, or attached to the right customer.

  • ❌Signed documents are hard to find when a customer arrives.
  • ❌Forms and waivers are disconnected from bookings, memberships, and customer records.
  • ❌Manual paperwork creates extra steps for staff and customers.
  • ❌Teams lose visibility into what has been completed and what is still pending.

✅ The SIXPAC Documents and E-Sign Fix

  • 1

    Create the Document or Form

    Build the waiver, agreement, intake form, consent form, or customer-facing document your workflow needs.

  • 2

    Send for Completion or Signature

    Give customers a cleaner digital path to complete paperwork instead of relying on paper handoffs.

  • 3

    Store It With the Customer Record

    Keep signed records easier to find by connecting them to the customer and business workflow.

  • 4

    Use Status in Daily Work

    Help your team see what is signed, pending, or attached before service begins.

What You Can Manage

Documents built into the rest of the business.

SIXPAC Documents and E-Sign helps teams collect, store, and find important paperwork without turning document management into another disconnected tool.

📄
Forms

Digital Forms

Create forms for intake, preferences, customer details, service notes, and other workflow-specific information.

✍️
E-Sign

E-Signatures

Give customers a cleaner way to sign documents digitally so your team can reduce paper handling and follow-up.

🛡️
Waivers

Waivers and Agreements

Manage waivers, releases, service agreements, membership agreements, and other signed business documents.

👥
CRM

Customer-Connected Records

Keep documents tied to customer records so staff can find the right paperwork without searching separate systems.

🧭
Intake

Better Onboarding

Support cleaner intake for new customers, members, students, patients, clients, or participants before service starts.

🔎
Visibility

Document Status

Help your team understand what has been sent, completed, signed, or still needs attention.

Why It Matters

Separate paperwork vs. connected documents

Documents are more useful when they are part of the same system your team uses for customers, bookings, payments, memberships, and reporting.

Need Paper / Separate Tools SIXPAC Documents and E-Sign
Send forms and waiversManual or separate app✅
Collect digital signaturesDepends on tool✅
Connect to customer records❌✅
Find signed records quicklyOften scattered✅
Support intake and onboardingManual follow-up✅
Work alongside scheduling, payments, CRM, and memberships❌✅
FAQ

Common Questions About Documents and E-Sign

Here is how SIXPAC helps businesses keep paperwork cleaner, easier to find, and better connected to daily operations.

Is Documents and E-Sign included in SIXPAC?+
SIXPAC includes document and e-sign workflows as part of the broader business platform, alongside customers, scheduling, payments, memberships, POS, and reporting.
What kind of documents can I manage?+
Businesses can use documents for waivers, forms, agreements, intake paperwork, service documents, customer information, and other signed records that support daily operations.
Can documents connect to customer records?+
Yes. The goal is to keep documents easier to find by connecting them to the customer workflow instead of leaving them scattered across separate tools.
Can customers sign documents digitally?+
Yes. SIXPAC supports e-signature workflows so customers can complete documents digitally and teams can reduce manual paperwork.
Does this replace paper waivers?+
For many businesses, yes. SIXPAC can help move waiver and agreement workflows into a digital process that is easier to store, track, and find later.

Ready to see documents and e-sign inside the full platform?

Watch the demo or book a walkthrough to see how SIXPAC connects forms, waivers, agreements, e-signatures, customer records, scheduling, payments, and reporting.

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Forms · Waivers · Agreements · E-Sign · Customer records · Reports