Send an approved version for signature. Scale add-on

Place the fields, choose who signs and in what order, and get back the signed copy and its completion certificate, kept with that version.

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Signatures on the version you approved

e-sign works on the same approved document your team already manages, so what people sign is exactly what was signed off.

Sign exactly what was approved

Every request goes out on the approved version, so signers see exactly what was signed off.

Every party in one request

Add one or more signers, and countersigners when a document needs them.

Match how the deal is done

Ask each signer in turn, or everyone at once to save days.

Clients and suppliers too

Send by tag or by name, including people outside your company.

Signatures on schedule

Signers are reminded on your schedule, with a date to sign by.

The signed copy, always to hand

The signed document and its completion certificate are kept in Attachments, with that version.

Four fields, placed where they belong

Signers see exactly where to act, so fewer documents come back incomplete. Signature, initials, date and text.

In order, or all at once

Keep a set order when one party must sign first, or ask everyone together when speed matters.

Reminders and a deadline

Signatures arrive on time. Signers are reminded on your schedule until they sign or the deadline arrives.

Declined, with a reason

A decline comes with a reason, so you know what to address. The decline and the reason are recorded, and you can cancel a request.

One copy for everyone, or a copy each.

Give each signer their own copy, or keep one shared signed copy, whichever your process needs.

Every copy comes back with its completion certificate, stored with that version and ready when someone asks for proof.

Who can do what

EditorsSend their approved documents for signature, set the order, reminders and deadline, and cancel a request.
SignersSign, or decline with a reason. Staff, external users or anyone you add by email.
CountersignersSign after the signers, when a document needs it.
People outsideCan sign too, and need no paid seat unless they edit.

People outside your company can sign too. See External Viewers.

Questions

Can people outside my company sign?

Yes.

Which fields can I add?

Signature, initials, date and text.

What happens if someone declines?

Their decline and the reason they give are recorded in the log.

Where is the signed copy kept?

In the document’s Attachments, with its completion certificate, next to that version.

Is e-sign part of every plan?

e-sign is an add-on on the Scale plan: $20 for 20 signatures. See the pricing page.

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