Agreements, deeds and receipts that generate themselves, signed with a trail.
EstateFlow Documents & Contracts stores, generates, signs and governs paperwork. Templates with merge fields produce booking forms, agreements, receipts, allotment letters and transfer deeds the moment the triggering event happens. CNICs are captured and read by OCR to fill records. E-signature routes signing order and keeps a tamper-evident trail; deal rooms hold a transaction’s parties and documents in one place.
- features
- 12features
- modules
- 12modules
- screens
- 5screens
- webhooks
- 9webhooks
- Merged
- Buyer, CNIC, Plot 14-C, 36-month schedule
- Approval
- Discount 5% · sales head · approved
- Buyer signature
- Signed on tablet · 06 Sep 12:41
- Company signature
- Pending · reminder sent
- Delivery
- WhatsApp · after both signatures
Paperwork typed per customer, signed in person, filed somewhere
- Agreements retyped from the last customer’s file, errors included
- CNIC details entered by hand into three systems
- Signatures require a visit to the office
- Nobody can say who changed a deed or when
How each part of Documents & Contracts actually works
12 features from the product documentation. Select one to read what it does, the mechanism behind it, the data it holds, the state before and after, and what it connects to.
Central document vault
Folders by project, customer, file and deal with search, permissions and links from every transaction that produced or needs a document.
Folders by project, customer, file and deal; search; permissions; links from every transaction that produced or needs a document.
Documents, links, permissions.
All modules.
Files everywhere.
Instant retrieval, controlled access.
Templates & auto-generation
Merge fields for name, CNIC, plot, plan and price. Booking forms, agreements, receipts, allotment letters and transfer deeds generate on booking, payment, ballot and transfer.
Templates with merge fields (name, CNIC, plot, plan, price) generate documents on events: booking, payment, ballot, transfer.
Templates, merge data, generated docs.
CRM, QistFlow, Balloting, ERP.
Manual typing per customer.
Fast, error-free documents.
E-signature
Send for signature with order and routing; legally recognised signatures with a tamper-evident audit trail; reminders to unsigned parties.
Send for signature with order and routing; legally recognised signatures; tamper-evident audit trail; reminders to unsigned parties.
Signers, signatures, trail.
Contracts, Deal rooms, CRM.
Signing requires a visit.
Faster closings, no printing.
CNIC & KYC capture
Photograph or upload a CNIC; OCR extracts name, number, father’s name and address into the customer record; verification status stored.
Photograph or upload a CNIC; OCR extracts name, number, father’s name and address; verification status stored; records auto-fill.
ID images, extracted fields, verification.
CRM, QistFlow, Compliance.
Details typed into three systems.
Fast, accurate KYC.
Contract lifecycle
Draft → negotiate → approve → sign → store → renew or expire, with obligation tracking and expiry alerts.
Draft → negotiate → approve → sign → store → renew or expire; obligations tracked with alerts.
Contract, stage, obligations, dates.
Approvals, Vault, Alerts.
Missed renewals.
No missed obligations.
Version control
Revisions tracked, compared and restorable. No overwritten agreements.
Versioned documents with compare and restore.
Versions, diffs.
Vault.
Overwritten agreements.
No lost work.
Deal rooms
A secure room per transaction for buyer, seller, agent and lawyer with documents, tasks and signing status.
A room per transaction with documents, parties (buyer, seller, agent, lawyer), tasks and signing status.
Deal docs, parties, tasks.
CRM, E-sign.
Email threads.
Organised closings.
Approvals
Multi-level approval by document type or amount before generation or release, for example on discounted agreements or fee waivers.
Multi-level approval by document type or amount before generation or release.
Rules, status.
ERP, QistFlow.
Unreviewed documents.
Governance.
Release gates
Transfer deeds, NOCs and possession letters release only when QistFlow or Billing confirms dues are clear.
Deeds, NOCs and possession letters release only when QistFlow or Billing confirms dues are clear.
Gate rule, clearance check.
QistFlow, Billing.
NOCs with dues pending.
Controlled release.
WhatsApp delivery
Receipts, statements and letters delivered to the customer on WhatsApp with delivery status recorded on the document.
Receipts, statements and letters are delivered on WhatsApp with delivery status recorded on the document.
Delivery events.
WhatsApp API.
Printed and posted.
Delivered in seconds, tracked.
Compliance & audit
Immutable access, change and signature log; retention policies; encrypted storage.
Immutable access, change and signature log; retention policies; encrypted storage.
Audit log, retention rules.
Platform security.
No traceability.
Auditable paperwork.
Flo for documents
Clause extraction and review flags, contract summaries and data extraction from scanned documents.
Clause extraction and review flags, contract summaries and data extraction from scanned documents.
Contract text, extracted fields.
Flo.
Manual reading.
Faster review.
12 modules, switched on per role. Admins configure rules; everyone else sees only what applies to them.
- Document Vault
- Templates & Auto-Generation
- E-signature
- CNIC / KYC Capture
- Contract Lifecycle
- Version Control
- Deal Rooms
- Approvals
- Release Gates
- WhatsApp Delivery
- Compliance & Audit
- OCR / Extraction
One file, start to finish.
A realistic sequence from the documentation, with the state before and after each step. Names and numbers are illustrative.
Capture CNIC, sign, upload and view documents from the Agent App and customer app.
- 01
Capture identity
At booking the agent photographs the buyer’s CNIC in the app. OCR fills the name, CNIC and address; the image stores on the file.
- 02
Generate
The booking event produces the booking form and the sale agreement with the 36-month schedule merged in from QistFlow.
- 03
Approve
Because the agreement carries a 5% discount, it routes to the sales head before release.
- 04
Sign
The buyer signs on the tablet at the sales office; the company signatory signs from the office. The trail records both.
- 05
Deliver
The signed agreement and receipt go to the buyer on WhatsApp and appear in the customer app.
- 06
Transfer, later
Two years on, the transfer event checks dues, then generates the Transfer Deed for the new CNIC and archives the old file version.
Documents & Contracts, screen by screen
Click the sidebar to move between the overview, lists, records, boards and the settings that drive the rules. Sample data on real layouts.
Documents
All projects · September · 18,412 documents- Receipts11,84064%
- Agreements2,21012%
- Letters & deeds1,4808%
- KYC / IDs2,88216%
| Document | File | Party | Sent | Reminders | Status |
|---|---|---|---|---|---|
| Sale agreement | GV2-0417 | Ahsan Raza | 2 days ago | 1 | Buyer signed · company pending |
| Transfer deed | GV1-0655 | F. Iqbal → N. Baig | 5 days ago | 2 | Seller pending |
| Dealer agreement | DLR-0083 | Skyline Estate | Today | 0 | Sent |
| Possession letter | GV1-0102 | R. Chaudhry | 1 day ago | 0 | Signed |
Document vault
18,412 documents · Phase 2 / Files| Document | Type | File / deal | Party | Generated | Signature | Version | Access |
|---|---|---|---|---|---|---|---|
| Sale agreement | SA-v4 | GV2-0417 | Ahsan Raza | 06 Sep 12:06 | Buyer ✓ · company pending | v1 | Sales · Finance |
| Receipt R-88112 | Receipt | GV2-0417 | Ahsan Raza | 05 Sep | n/a | v1 | Customer |
| Transfer deed | TD-v2 | GV1-0655 | F. Iqbal → N. Baig | 01 Sep | Seller pending | v2 | Legal |
| CNIC · Ahsan Raza | KYC | GV2-0417 | Ahsan Raza | 05 Sep | Verified | v1 | Restricted |
| Allotment letter | AL-v1 | GV3-2001 | Rabia Anwar | 14 Sep | Signed | v1 | Customer |
| Dealer agreement | DA-v3 | DLR-0083 | Skyline Estate | Today | Sent | v1 | Sales ops |
Sale agreement · GV2-0417
Template SA-v4 · generated 06 Sep 12:06 · 9 audit events- 12:04Booking event received from ERP
- 12:05CNIC OCR: name, number, address filled · verified
- 12:06Generated from SA-v4 · schedule merged from QistFlow
- 12:20Approval AP-2291 · sales head · approved
- 12:41Buyer signed on tablet · IP and device recorded
- TodayReminder to company signatory
- Pages
- 6
- Hash
- sha256 · 3c9a…12ff
- Linked
- Booking · File · Plot
Templates & triggers
14 templates · auto-generate on events| Template | Version | Trigger | Merge fields | Approval | Signature | Delivery | Used (MTD) |
|---|---|---|---|---|---|---|---|
| Sale agreement | SA-v4 | Booking confirmed | Buyer · CNIC · plot · plan · price | If discount > 3% | Buyer + company | WhatsApp + vault | 47 |
| Receipt | R-v2 | Payment posted | Amount · installment · file | — | — | 1,124 | |
| Transfer deed | TD-v2 | Transfer approved | Old/new owner · balance · fee | Legal | Seller + buyer | Vault · print | 9 |
| Allotment letter | AL-v1 | Ballot result | Applicant · plot · plan | — | Company | 620 | |
| Possession letter | PL-v1 | Handover checklist done | Owner · plot · date | Finance | Both | 41 | |
| NOC | NOC-v3 | Request + zero dues | Unit · owner | Society manager | Company | 18 |
Release gates & retention
Documents that cannot release until conditions are met- Transfer deed
- QistFlow: dues = 0 · defaulter flag clear · lock acquired
- NOC
- Billing: balance = 0 · transfer fee paid
- Possession letter
- Balloons + possession charge paid · checklist complete
- Method
- Tablet / remote e-sign · wet ink scan accepted
- Trail
- Signer, time, IP, device, document hash
- Reminders
- Day 1, 3, 7
- Agreements & deeds
- 10 years
- Receipts
- 7 years
- KYC images
- Restricted · encrypted
Scheduled to email or exported to Excel and PDF. Every report drills down to the record.
- Pending signatures
- Contract expiries and renewals
- Approval status
- Documents generated by type
- Document activity and access log
- OCR accuracy
Who uses it, and what each role sees
Access is scoped by role, team and field. A dealer never sees another dealer’s file; an agent never exports the database.
Sales
Generate and send booking forms and agreements
Legal
Templates, contract lifecycle, clause review
Finance
Receipts, statements, release gates on dues
Customer
Own documents in the app, sign and download
Admin / auditor
Vault, permissions, audit log, retention
| Module | View | Create / edit | Approve | Export | Configure | Delete |
|---|---|---|---|---|---|---|
| Document Vault | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
| Templates & Auto-Generation | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
| E-signature | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
| CNIC / KYC Capture | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
| Contract Lifecycle | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
| Version Control | OwnOwnTeamAllAll | OwnOwnTeam—— | ————— | ————— | ————— | ————— |
Own = only records assigned to me · Team = my team’s records · All = the whole organisation. Field-level rules can further hide price, owner or CNIC per role.
Toggle to see how each control changes the posture score. Defaults shown are our recommended configuration.
Every action writes an entry with actor, entity, before and after value and time. Entries cannot be edited or deleted, only exported. Try it: perform an action.
- 12:04:11S. KhanBooked plot 14-C · Documents & Contracts
- 12:03:48SystemLock acquired · unit 14-C
- 11:58:02A. ButtApproved discount 5% · AP-2291
- 11:41:30H. MalikExported leads (team, 84 rows)
- 11:20:15AdminChanged role: F. Noor → Field agent
- 10:15:07SystemBlocked transfer · GV2-0930 (defaulter)
What happens without anyone clicking
Rules run the routine work. Flo, the AI assistant, handles the parts that need language or judgement, and every AI action is logged.
Automations
- Auto-generate on booking, payment, ballot and transfer
- Signature reminders
- Expiry and renewal alerts
- WhatsApp delivery with status
- Release gates on dues clearance
Flo in Documents & Contracts
- Clause extraction and risk flags
- Contract summaries
- CNIC and invoice data extraction
Outbound WhatsApp uses approved templates. Low-confidence cases escalate to a person.
Connects to anything, not just the list
Every connector in the catalogue, the full REST API and a webhook for every state change. If it has an API, EstateFlow talks to it.
Every connector below is available to Documents & Contracts. Those most used with it are highlighted; anything not listed connects through the REST API, webhooks or Zapier / Make / n8n.
- Zameen
- Bayut
- Graana
- OLX Property
- Meta Lead Ads (Facebook, Instagram)
- Google Ads lead forms
- TikTok lead forms
- Website forms
- Landing-page builders
- Chat widget
- QR / offline import (CSV, Excel)
- WhatsApp Business API (Meta Cloud API or any BSP)
- SMS gateways (Telenor, Jazz, Zong, Ufone, Twilio)
- Email (SMTP, Gmail, Outlook, SendGrid)
- VoIP / cloud PBX (SIP, Asterisk, Twilio Voice)
- Call tracking numbers
- Push notifications (FCM, APNs)
- Payment gateways (PayFast, Safepay, JazzCash, Easypaisa, Stripe)
- Bank transfer / IBFT references
- Pay links
- Bank statement import (CSV, MT940)
- Bank feeds (Enterprise)
- POS terminals
- QGIS projects (.qgz)
- PostGIS
- GeoServer (WMS / WFS)
- Shapefile, GeoJSON, KML, DXF / CAD import
- Mapbox, Leaflet, OpenLayers clients
- ArcGIS / Esri (Enterprise)
- Satellite imagery providers
- GPS from field devices
- QuickBooks
- Xero
- Sage
- Odoo
- Tally
- SAP / Oracle / Dynamics (Enterprise)
- FBR e-invoicing
- Excel / CSV export for any ledger
- CNIC OCR
- NADRA verification partners
- DocuSign
- Adobe Sign
- PandaDoc
- Google Drive
- OneDrive / SharePoint
- Dropbox
- S3-compatible storage
- Biometric devices (ZKTeco, Hikvision)
- Bank payroll files
- Google Workspace / Microsoft 365 directories
- SSO: SAML, OIDC, Azure AD (Enterprise)
- Boom barriers & RFID
- ANPR cameras
- Smart meters (electricity, water, generator)
- IoT sensors (MQTT)
- Sales-centre kiosks & touch tables
- Digital signage
- Power BI
- Tableau
- Looker Studio
- Metabase
- Zapier
- Make
- n8n
- Google Sheets
- Slack / Teams alerts
- Everything in the UI is available through the REST API: read, create, update, and the same approvals and locks apply.
- Every state change emits a webhook within seconds, with a signed payload and automatic retries.
- Per-organisation API keys with scopes per module; OAuth 2.0 for partner apps; rate limits published per plan.
- JSON over HTTPS, cursor pagination, filtering and sorting on every list endpoint, bulk endpoints for imports.
- Sandbox organisation for testing; OpenAPI 3.1 specification and Postman collection; changelog with versioned endpoints (/v1).
- /v1/documents
- /v1/templates
- /v1/versions
- /v1/signatures
- /v1/deal-rooms
- /v1/kyc
- /v1/approvals
- /v1/audit-log
Each resource supports list, get, create, update and (where allowed) delete, with the same permissions and approvals as the UI.
/v1/documents/generateGenerate from a template with merge data
/v1/kyc/cnicOCR a CNIC image and return fields
/v1/documents/{id}/auditTamper-evident trail
curl https://api.estateflow.live/v1/documents/generate \
-H "Authorization: Bearer ef_live_•••" \
-H "Content-Type: application/json"- document.generated
- document.sent
- document.viewed
- document.signed
- document.completed
- kyc.verified
- contract.expiring
- gate.blocked
- gate.released
Every state change in every product emits an event. Subscribe per event type, per project or for the whole organisation. Signed with HMAC-SHA256, retried with backoff for 24 hours, replayable from the dashboard.
POST https://your-server.example/estateflow
X-EstateFlow-Signature: sha256=3c9a…12ff
Content-Type: application/json
{
"id": "evt_01J8Z6M9QK",
"type": "booking.created",
"occurred_at": "2026-09-06T07:04:12Z",
"organisation": "green-valley",
"data": {
"booking_id": "BK-2026-0417",
"unit": { "id": "14-C", "project": "phase-2", "block": "C", "size": "10 Marla" },
"customer": { "id": "c_88112", "name": "Ahsan Raza" },
"plan": "36m-cat-b",
"net_price": 4441250,
"agent": "u_0142",
"dealer": "d_al-noor"
}
}Connected EstateFlow products
- CRMEvery lead answered in seconds, tracked to booking.
- QistFlowThe plot-file payment engine: schedules, reminders, recovery, transfers.
- ERPOne inventory, one booking process, one set of numbers.
- BallotingA transparent, auditable draw from application to allotment letter.
- BillingRecurring charges billed, collected and receipted without a register.
- Land ManagementFrom feasibility and parcels to phases, plots and possession.
Documents & Contracts runs standalone or with the rest of the suite on the same database. Quotes are per organisation, based on users, plots and files.
- Demo on your own data
- Data migration from spreadsheets or your current system
- Onboarding and WhatsApp template approval
About Documents & Contracts
01 Can we use our own legal formats?
Yes. Templates are built from your existing agreements, deeds and letters with merge fields added. Urdu and English templates are both supported.
02 Is e-signature acceptable for property agreements in Pakistan?
EstateFlow records signatures with a full audit trail and supports wet-ink workflows too: print, sign, scan and attach, with the same vault and release gates. Consult your legal team on which documents require registration.
See Documents & Contracts on your own data.
A 45-minute demo on your own data. We load a sample of your inventory and files before the call, so you see your plots, your plans and your numbers, not a sample scheme.
- One block of your scheme digitised on the live map
- A booking → schedule → WhatsApp reminder, end to end
- A file transfer with the lock and dues check
- A rollout order and a written quote within two days