Get the agreement signed.
Keep the kickoff moving.
Put the agreement inside your onboarding flow. Your client can review and sign it between sharing their project details and taking the next step with your agency.
Start with your document.
Upload your agreement or add its content, then place the fields where you need them. Preview the document before you share the flow.
Collect more than a signature.
Add initials, names, company details, dates, checkboxes, and custom text. Clients can draw or type their signature.
Fill in details you already have.
Use dynamic content to carry answers from an earlier questionnaire into the agreement. Ask for the business name once.
Move straight to the next step.
Follow signing with a payment, a booking, or an access request. The client continues through the same flow.
Client onboarding
Can I use my existing agreement?+
Yes. Start from your own document and add the signing fields it needs.
Can clients type their signature?+
Yes. Signature fields support drawing and typing.
Can an earlier answer appear in the document?+
Yes. Dynamic content can pull an answer from an earlier questionnaire field into the agreement.
