Sign · Finance
Send it for signature from the record. The signature comes back as the record's state.
From the record to the signed record, in five steps.
The document is generated from the record
The quote, the worksheet, the contract: a template with your logo and your clauses, its variables read from the record, its signature block already bound to the signer. Nothing is placed by hand on a PDF.
From the record to the signed record, in five steps.
The quote, the worksheet, the contract: a template with your logo and your clauses, its variables read from the record, its signature block already bound to the signer. Nothing is placed by hand on a PDF.
The template, the order, the code, the proof.
Who signs, in which order, at which level and through which channel are yours to set.
Templates with the signature block on them
The quote template, the worksheet template, the offer letter: the signature block and the variables sit on the template, so a new document needs nothing placed by hand.
Your own signature
Draw it, type it, or upload the scan. The signer chooses on the page; the level is not theirs to choose.
Signing order and reminders
The second signer is invited when the first has signed. The reminder is a rule on the envelope, not a Thursday chore.
Where every request stands
Sent, opened, signed, declined, expired: on the record, and in one list across all records.
The signer identified
A one-time code by SMS before the stroke, when the template asks for it. Who signed is then a verified phone number, not a guess.
The proof file on the record
The sealed PDF and the audit trail, attached where the document came from, readable by whoever can read the record.
The same signature, for a worksheet on site and for an offer letter across a desk.
What adapts: which record produces the document, who signs it and in what order, through which channel, at which level, and what the record does once it is signed. An installer and a recruitment agency run Sign and disagree on every one of those.
An installer, on site
The document is the worksheet, generated from the intervention. The client signs it in person, on the technician's phone, with a simple signature, before the van leaves. The proof file lands on the intervention, the intervention becomes signed, and the invoice is drafted from it.
A recruitment agency, across two desks
The documents are the offer letter and the placement contract, generated from the hire. The candidate signs the letter by email with an SMS code; the client signs the contract once the candidate has. Both are advanced signatures. The hire becomes confirmed, onboarding starts, and the placement fee is on the next invoice.
What the signed document starts.
A signature tool returns a signed PDF. Here the signature returns to the record that produced the document, and the record does what a signed record should: the accepted quote opens a project, the signed worksheet drafts an invoice, the signed contract confirms a hire, and the accountant reads what is signed but not yet invoiced without asking anyone.
The quote. Sent for signature from the quote, accepted the moment it is signed, its project created from its lines.
See Quotes.
The quote. Sent for signature from the quote, accepted the moment it is signed, its project created from its lines.The worksheet. Signed on site on the intervention, and the invoice drafted from the signed sheet at the contract's rates.
See Field Service.
The worksheet. Signed on site on the intervention, and the invoice drafted from the signed sheet at the contract's rates.The offer letter and the contract. Signed by the candidate and by the client, in that order, and the hire confirmed when the second signature lands.
See Recruitment.
The offer letter and the contract. Signed by the candidate and by the client, in that order, and the hire confirmed when the second signature lands.The client's file. What is signed but not yet invoiced is a figure on the client, beside what is invoiced and what is paid.
See Accounting.
The client's file. What is signed but not yet invoiced is a figure on the client, beside what is invoiced and what is paid.This is the room.
The quote template open in the editor: your clauses as blocks, the amounts read from the record, and the signature block bound to the signer with the level it requires.
On the signer's phone, or on yours.
The invitation opens on whatever phone it reaches: the client reads the quote, enters the code, signs with a finger. On site it is the other way round: the technician hands over his own phone, the client signs the worksheet on it, and the office sees the intervention turn to Signed before the van has left the street.
The signature tool you would otherwise buy hands the signed PDF back to you.
The document generated from the record
- A PDF and an email
- No
- A signature tool
- No
- A suite module
- Yes
- Enobase
- Yes, template and variables
Sent by email, SMS or WhatsApp
- A PDF and an email
- A signature tool
- Email, the rest per use
- A suite module
- Enobase
- Yes
Signed in person on a phone
- A PDF and an email
- On paper
- A signature tool
- Sometimes
- A suite module
- Sometimes
- Enobase
- Yes
The signer identified by a code
- A PDF and an email
- No
- A signature tool
- Yes
- A suite module
- Sometimes
- Enobase
- Yes, when the template asks
Simple, advanced and qualified levels
- A PDF and an email
- No
- A signature tool
- Yes, priced per signature
- A suite module
- Sometimes
- Enobase
- Yes, the template sets the level
The proof file kept on the record
- A PDF and an email
- A reply in a thread
- A signature tool
- A file to download
- A suite module
- Yes
- Enobase
- Yes, attached to the record
The record changes state
- A PDF and an email
- By hand
- A signature tool
- By hand or a connector
- A suite module
- Yes, in their modules
- Enobase
- Yes, and what follows starts
Time to live
- A PDF and an email
- Today
- A signature tool
- A day
- A suite module
- Months
- Enobase
- One week
| What you need | A PDF and an email | A signature tool | A suite module | Enobase |
|---|---|---|---|---|
| The document generated from the record | No | No | Yes | Yes, template and variables |
| Sent by email, SMS or WhatsApp | Email, the rest per use | Yes | ||
| Signed in person on a phone | On paper | Sometimes | Sometimes | Yes |
| The signer identified by a code | No | Yes | Sometimes | Yes, when the template asks |
| Simple, advanced and qualified levels | No | Yes, priced per signature | Sometimes | Yes, the template sets the level |
| The proof file kept on the record | A reply in a thread | A file to download | Yes | Yes, attached to the record |
| The record changes state | By hand | By hand or a connector | Yes, in their modules | Yes, and what follows starts |
| Time to live | Today | A day | Months | One week |
Questions about Sign
Yes. On its own it is a template, an invitation, a signature and a proof file on the record. Turn Quotes on and the signed quote becomes accepted; turn Field Service on and the signed worksheet drafts the invoice.