Industries
Built for the paperwork small teams actually have
Small businesses
Send quotes, service agreements, contractor and onboarding forms, and client consents without printing or scanning. Use in-order signing when one person must sign before another, or collect signatures from everyone at once.
- Add yourself as a signer to countersign.
- Remind people who haven't signed with one click.
- Keep the completed PDF and the audit certificate together for your records.
Insurance brokers and agencies
Collect client signatures on applications, change requests, acknowledgements, and disclosures, with a clear audit certificate for the client file.
- Sequential routing: client signs first, then the producer or principal.
- Each signer gets the identical completed copy, and can keep and print it.
- The certificate records how each signer was verified (by default, access to their email inbox).
Check insurer and regulator requirements
Insurers set their own rules for which forms can be signed electronically and how signers must be verified. Some documents, such as most powers of attorney, can't be signed this way under BC law. Confirm requirements before relying on electronic signatures, and don't upload real client data during our pilot until your organization has reviewed our security and privacy documentation.