Getting started
Create your organisation, choose a plan, and send your first document for signature.
1. Create an account and organisation
Register, then create an organisation from the dashboard - this is the billing and document-ownership unit. If you work with more than one company, create a separate organisation for each; they're fully isolated.
2. Choose a plan
Right after creating an organisation you'll be taken to plan selection. Pick a plan and connect a Direct Debit via GoCardless, or skip this for now and set it up later from Admin. Organisations connected via a partner CRM's API key are free automatically - see API access.
3. Send your first document
From Home, use "Get Signatures" to upload a PDF, Word document (automatically converted to PDF), add one or more recipients in the order they should sign, place the fields each of them needs to complete, then send. Use "Sign Document" instead if you're only signing it yourself - it skips straight to a simplified single-signer flow.