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Module · Documents and signatures

Paperless document flow and remote signing for your fleet

You sign contracts, protocols and annexes remotely — no printer, no scanner, no trip to the office for the driver. FleetSoft builds the document from data you already keep in the CRM, sends it to the mobile app and files the signed copy in the fleet archive automatically.

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A contract template with tags: driver, company and car details are filled in automatically
A contract template with tags: driver, company and car details are filled in automatically

Paper documents cost a fleet more time than anything else

In a typical taxi fleet or courier company, every new driver means a full set of paperwork: a cooperation contract, a car rental agreement, a handover protocol, sometimes a power of attorney. The paper route always looks the same — a manager fills in a template by hand, prints it, arranges a meeting with the driver, scans the signed copy and puts it in a binder.

Every one of those steps is a chance to make a mistake or lose a day. A driver who could start today waits until tomorrow because they did not make it to the office. The FleetSoft electronic document module takes everything physical out of the process: the document is created, goes out for signature and comes back into the system without a single printed page.

Any document template your company already uses

You can add any template to the system — you do not have to bend your own practice to a fixed list of ready-made forms.

Umowa najmu — vehicle rental agreement
A car rental template with driver and vehicle details filled in automatically — make, registration number and the terms of cooperation already stored in the CRM.
Umowa zlecenia and B2B contracts
Electronic signing of the Umowa zlecenia (a Polish service or mandate contract) and of B2B contracts with drivers and couriers who invoice through their own business.
Handover protocol
Handing a car over and taking it back, confirmed by a protocol signed on the phone screen at the moment the vehicle actually changes hands.
Annexes and powers of attorney
Annexes to contracts, powers of attorney and other company documents — in the same flow and with the same status control as the main contracts.

How a document gets signed

  1. Pick a template. The manager opens the driver card in the CRM and chooses the document template to generate.
  2. Data fills in automatically. The system completes the document from CRM data — nothing is retyped, so there is no typo in a surname or a registration number.
  3. Send for signature. The finished document appears in the mobile app used by the driver, courier or partner. No meeting to arrange, no scan to email.
  4. Signature in the app. The driver signs the document electronically on the phone screen, anywhere and at any hour.
  5. Back into the system. The signed document returns to the CRM on its own and is immediately available to every authorised member of staff.

Document list with statuses

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Driver documents: contract type, status, manager and driver signatures and date sent
Driver documents: contract type, status, manager and driver signatures and date sent. Personal data hidden.

Status control and a secure archive

The system shows the current status of every document: prepared, sent for signature, signed or waiting for a signature. The manager sees the whole process in real time and knows straight away where the paperwork has stalled — instead of ringing round drivers to ask whether they ever received the contract.

The same mechanics cover documents produced by other modules, for example working time statements or KW cash documents (the Polish cash withdrawal document) issued when a driver is paid in cash. The system tracks the signature status and reminds you about documents that are still waiting.

Signed documents are kept on secure servers and covered by backups. You no longer depend on one binder in the office or on the computer that happened to hold the scans. Managers and back-office staff have permanent access through the CRM, and drivers and couriers through the mobile app, at any hour. Drivers who need a copy of their contract find it on their own phone instead of tying up fleet support.

Electronic document flow works together with the rest of the system: documents are built from data collected during recruitment, and signed contracts and protocols are the starting point for settlements in the accounting and payroll module.

Frequently asked questions

Does signing an Umowa zlecenia electronically require an extra app for the driver?–

No. Drivers sign documents in the same mobile app where they see their balance, settlements and work history. The document appears as one more item to deal with, and once signed it returns to the CRM automatically.

Any document you add a template for: Umowa najmu (vehicle rental agreement), Umowa zlecenia, B2B contracts, handover protocols, annexes, powers of attorney and anything else your company uses. The module does not impose a fixed list of templates.

From the CRM. Driver, vehicle and cooperation details are already in the system, so the document fills itself in. Retyping disappears, and so do the errors that come from copying data between files.

Managers and authorised staff, through the CRM, at any time. Drivers and couriers, through the mobile app, where they find their own documents without contacting the office.

It stays in pending status and remains visible in the document list. At any moment the manager can see which documents are prepared, sent for signature, signed, and which are still waiting for the driver.

See also

Payroll and HR
Timesheets, payroll and cash documents without manual work
Driver recruitment
A candidate funnel from first contact to the first completed ride
Driver app
White-label under your brand: balance, payouts, documents and receipts

See how contracts move through your fleet without a printer

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