e-Sign is the natural close of the pipeline your AI builds. Upload any document, drop fields for each signer, send it, and collect a legally-binding signature — with the contract already in your CRM.
Add signers, then drag sign, initial, date, and fill fields onto the page and assign each to a signer.
Each signer gets a unique, secure link — emailed automatically if you provided an address.
Typed signature with ESIGN/UETA consent; captures signed name, timestamp, and IP for a clean audit trail.
Draft → Sent → Signed → Completed, with the ability to void and revoke links.
Grab the completed, signed document anytime.
The contract's already in your CRM — no exporting, re-uploading, or juggling another tool.
Yes. Signers adopt a signature and accept an ESIGN/UETA electronic-signature consent, and the system records the signed name, timestamp, and IP address for a compliant audit trail.
PDF, image (PNG/JPEG), and text files today — images and text are converted to PDF automatically. Word document conversion is coming soon.
It's included on the Pro and Agency plans — no separate e-signature subscription.
e-Sign is built into the CRM on Pro and Agency plans — the deal never leaves the room.
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