01
Document Builder (From Scratch)
A drag-and-drop builder for contracts, proposals, and agreements.
Replaces PandaDoc
SYSTEM 09 / 24 FEATURES
Docs, Forms & Reporting
Send, sign, capture, and measure everything, without three extra tools.
The Features
Every Docs, Forms & Reporting capability, in one place
These features run natively inside the Nirvani platform and share one contact record, one automation engine, and one brand system.
02
E-Signatures (Legally Binding)
Legally defensible e-signatures with a full audit trail.
Replaces DocuSign
03
PDF Upload + Signature Field Overlay
Upload any existing PDF and drop signature, text, and date fields directly onto it.
Replaces DocuSign
04
Document Template Library
Save any document as a reusable template for future clients.
Replaces PandaDoc
05
Multi-Signer Support
Assign different fields to different signers on the same document.
Replaces DocuSign
06
Payment Collected Inside Contract
Collect payment and a signature in the same step.
Replaces PandaDoc
07
Document Status Tracking + Workflow Triggers
Every document moves through Draft, Sent, Waiting, and Completed, with automation hooks at each stage.
Replaces PandaDoc
08
Secure Signing Link (Share Anywhere)
Generate a secure signing link that works without the signer needing an account.
Replaces DocuSign
09
Form Builder
A drag-and-drop lead-capture form builder tied directly to your CRM and automations.
Replaces Typeform
10
Survey Builder (With Conditional Logic)
Adaptive, multi-step surveys with branching logic.
Replaces SurveyMonkey
11
Quiz Builder (Scored)
Scored quizzes for lead qualification or segmentation.
Replaces Interact
12
File Upload Fields
Accept file uploads directly inside any form.
Replaces JotForm
13
Form, Survey & Quiz Template Libraries
Pre-built templates for every use case, launch in seconds.
Replaces Typeform
14
Submissions Dashboard + Export
A centralized, filterable, exportable dashboard for every submission.
Replaces JotForm
15
Embed On Any Website
Embed any form, survey, or quiz on any external site with an iframe or script tag.
Replaces JotForm
16
Pipeline / Opportunity Reports
Deal value, close rate, and stage-by-stage forecasting.
Replaces Pipedrive
17
Call Reports + Recording Playback
Call volume and outcome analytics with recording playback built in.
Replaces CallRail
18
Appointment Reports
Booking trend, cancellation, and source analytics.
Replaces Acuity Scheduling
19
Attribution Report (Full Customer Journey)
Map the full first-touch-to-conversion journey for every customer.
Replaces Triple Whale
20
Facebook Ads Report
Facebook and Instagram ad performance inside your own dashboard.
Replaces Supermetrics
21
Google Ads Report
Google Ads performance tied directly to your CRM data.
Replaces Supermetrics
22
Agent / Team Performance Report
Per-rep response time, booking rate, and close rate.
Replaces Zendesk
23
Email Campaign Analytics
Open, click, bounce, unsubscribe, and revenue per campaign.
Replaces Mailchimp
24
Revenue & Transaction Reports
Total revenue, monthly recurring revenue, refunds, and a full ledger.
Replaces Baremetrics
Other Systems
SYSTEM 01
Communication & Inbox
SYSTEM 02
Voice & Phone
SYSTEM 03
CRM & Contacts
SYSTEM 04
Calendars & Scheduling
SYSTEM 05
Sites & Funnels
SYSTEM 06
Commerce & Payments
SYSTEM 07
Marketing & Affiliates
SYSTEM 08
Automation
SYSTEM 10
Content & Community
SYSTEM 11
Template Library
SYSTEM 12
Platform & Admin
All of this runs inside one system under a single account.
Docs, Forms & Reporting
See Docs, Forms & Reporting running on your business
A live demo shows exactly how this system fits your operation, connected to the rest of the platform.