Seamless eSignature Integrations to Automate Your Workflows

API Integration Strategy & Consultation

Before you write a line of code, our solutions architects work with you to map your current workflows, identify automation opportunities, and design a scalable integration strategy. We ensure your technical plan aligns perfectly with your business goals.

• Avoid costly rework with a clear, upfront plan.
• Maximize ROI by targeting the most impactful workflows first.
• Ensure your integration is secure, scalable, and future-proof.

CRM Integration (Salesforce, HubSpot, etc.)

Connect eSignly directly to your CRM to automate your entire sales cycle. Trigger signature requests when a deal reaches a certain stage, pre-fill contracts with CRM data, and automatically save signed documents back to the customer record.

• Reduce time-to-close by up to 50%.
• Eliminate manual data entry and associated errors.
• Gain real-time visibility into contract status within your CRM.

HRIS & ATS Integration (Workday, BambooHR)

Streamline your hiring and onboarding processes. Automatically send offer letters for signature when a candidate is approved, and trigger onboarding workflows in your HRIS once the document is completed. Create a seamless experience for new hires.

• Accelerate time-to-hire and improve candidate experience.
• Ensure compliance with automated document collection.
• Reduce the administrative burden on your HR team.

ERP & Finance System Integration (NetSuite, SAP)

Integrate e-signing into your core financial processes. Automate the signing of purchase orders, vendor agreements, and invoices. Sync signed document data directly with your ERP for faster processing and improved auditability.

• Accelerate procurement and payment cycles.
• Improve financial controls and audit trails.
• Reduce manual processing costs.

Cloud Storage Integration (Google Drive, Dropbox, OneDrive)

Automatically archive every signed document to your company's preferred cloud storage provider. Ensure all agreements are securely stored, centrally located, and easily accessible to authorized team members, without manual downloads or uploads.

• Create a single source of truth for all signed agreements.
• Automate document retention and compliance policies.
• Improve team collaboration with centralized access.

Custom Application & SaaS Platform Integration

Use our flexible REST API to embed eSignature functionality directly into your proprietary software or SaaS product. Provide a seamless, white-labeled signing experience without your users ever leaving your platform.

• Increase user engagement and retention.
• Create new revenue streams by offering eSignature capabilities.
• Maintain full control over the user experience and branding.

Embedded Signing (iFrame & JavaScript)

Deliver the most seamless signing experience possible by embedding the signing session directly into your website or application using a simple iFrame or our JavaScript library. The user signs without being redirected.

• Maximize conversion rates with a frictionless process.
• Maintain a consistent brand experience.
• Simplify the user journey for complex forms.

Bulk Sending via API

Programmatically send hundreds or thousands of unique documents for signature with a single API call. Perfect for sending annual policy updates, user agreement changes, or tax forms to a large group of recipients.

• Save hundreds of hours of manual work.
• Ensure consistent and timely delivery to all recipients.
• Track the status of each individual document in real-time.

Template Management via API

Create, manage, and utilize your document templates programmatically. Pre-fill data, specify signer roles, and send documents based on templates without ever logging into the eSignly dashboard.

• Ensure brand and legal consistency across all documents.
• Dynamically generate documents with data from your systems.
• Update templates once and deploy changes everywhere instantly.

Real-time Webhooks & Event Notifications

Configure webhooks to receive real-time notifications in your own systems for every event in the document lifecycle—sent, viewed, signed, declined. This allows you to trigger downstream actions immediately.

• Instantly kick off the next step in your business process.
• Keep your internal systems perfectly in sync.
• Build responsive, event-driven applications.

Data Validation & Form Field Logic

Ensure you collect accurate information every time. Use the API to define validation rules (e.g., for email addresses, phone numbers) and conditional logic for your form fields, reducing errors and incomplete submissions.

• Improve data quality at the point of entry.
• Reduce follow-up communications for corrections.
• Create dynamic forms that adapt to user input.

On-Premises Deployment & Integration

For organizations with strict data residency or security requirements, we offer an on-premises version of eSignly that can be deployed in your private cloud or data center. Get the full power of our API while keeping all data behind your firewall.

• Maintain 100% control over your data and infrastructure.
• Meet the most stringent industry and government regulations.
• Integrate directly with internal, non-public systems.

Single Sign-On (SSO) Integration (Okta, Azure AD)

Secure and simplify user access for your team by integrating eSignly with your corporate identity provider. Enable seamless login via SSO for your users managing documents, and leverage your existing security policies.

• Enhance security by centralizing user authentication.
• Improve user experience with one-click access.
• Simplify user provisioning and de-provisioning.

Payment Gateway Integration (Stripe, Braintree)

Collect payments and signatures in a single, seamless step. Integrate eSignly with your payment gateway to require payment before a document can be signed and completed.

• Guarantee payment upon contract execution.
• Streamline the client onboarding process.
• Reduce accounts receivable and collection efforts.

AI-Powered Document Analysis & Routing

Leverage AI to automatically classify incoming documents, extract key data points, and route them for the correct signature workflow. This future-proofs your process, reducing manual triage.

• Automate intelligent document intake and processing.
• Extract structured data from unstructured PDFs.
• Ensure documents are always sent to the right people.

Rapid Deployment

Don't wait months to see value. Our developer-centric REST API, clear documentation, and ready-to-use SDKs allow you to go from sandbox to your first production signature in hours, not weeks. We guarantee you can get your first API document signed in under an hour.

Developer-First Focus

Our API is not an afterthought; it's a core product. Built by developers for developers, it features logical endpoints, clean JSON responses, and powerful webhooks. Get direct access to our skilled integration engineers for support, not a tiered ticketing system.

Ironclad Security & Compliance

Integrate with confidence. Our platform meets stringent global standards, including SOC 2 Type II, HIPAA, ISO 27001, GDPR, and 21 CFR Part 11. Every API call is secured, and every signature is backed by a comprehensive, court-admissible audit trail.

Predictable, Scalable Pricing

Avoid budget surprises. Our transparent, volume-based pricing means your cost-per-signature decreases as you grow. There are no hidden platform fees, user license requirements for API usage, or enterprise-level costs for essential features.

Total Workflow Control

Don't settle for a rigid, one-size-fits-all solution. Our flexible API allows you to build completely custom workflows. Use embedded signing for a seamless UX, trigger actions in other systems with webhooks, and manage templates and data programmatically.

Pre-Built Connectors

Accelerate your integration with our growing library of pre-built connectors. Seamlessly link eSignly to popular platforms like Salesforce, HubSpot, Zapier, and Microsoft Power Automate with minimal to no code required, saving significant development time.

Guaranteed Uptime

Build your application on a platform you can rely on. We offer up to a 100% uptime SLA for our enterprise API plans, ensuring your mission-critical document workflows are always available for your customers and employees.

White-Label Experience

Maintain brand consistency throughout your user's journey. Our embedded signing and API options allow you to fully customize the signing experience to match your application's look and feel, so your users never have to leave your platform.

Lower Total Cost of Ownership

Building and maintaining an in-house eSignature solution is expensive and diverts resources from your core product. eSignly provides a secure, compliant, and feature-rich platform for a fraction of the cost, delivering immediate ROI.

SaaS Startup Cuts User Onboarding Time by 70% with Embedded Signing

Xavier Frost
CTO, WealthStack Inc.

Overview: A fast-growing FinTech startup providing wealth management tools needed to streamline their client onboarding process. New clients were required to sign a detailed advisory agreement, but the existing process involved emailing PDFs, which was slow, manual, and created a poor first impression for their tech-savvy user base.

"eSignly's API was a game-changer. We integrated embedded signing into our platform in less than a week. Our conversion rates on the final step of onboarding went up, and our support team stopped getting tickets about 'where to sign'. The documentation was clear, and the support was phenomenal."

Problem

The startup's growth was being throttled by a manual onboarding process. Developers were spending time managing one-off customer issues with PDF signing instead of improving the core product. The disjointed experience (leaving the app to check email and use a separate tool) was causing significant user drop-off at the final stage of conversion.

Challenges

• High user drop-off during the final onboarding step.
• Manual process was not scalable as user sign-ups increased.
• Lack of a professional, seamless brand experience.
• Compliance required a secure, auditable signature process.

National Real Estate Brokerage Accelerates Deal Closures with CRM Integration

Lauren Gentry
Director of Operations, Keystone Realty Group

Overview: A national real estate firm with over 500 agents was struggling with paperwork delays. Listing agreements, offers, and closing documents were managed through a mix of email, print-and-scan, and a clunky, standalone e-signature tool that didn't connect to their Salesforce CRM. This created data silos and made it difficult for managers to track deal progress.

"Integrating eSignly with our Salesforce instance has been revolutionary for our agents. They can now generate and send a listing agreement for signature in two clicks, without ever leaving the contact record. We're closing deals faster, and our compliance team has perfect visibility."

Problem

The time gap between a verbal agreement and a signed contract was a major risk point, allowing clients to back out or deals to fall through. Agents were spending hours on administrative tasks, re-keying data between their CRM and contracts. The lack of a centralized system made it nearly impossible to ensure all required documents were properly executed and stored for compliance.

Challenges

• Lengthy contract cycle times delayed revenue.
• Manual data entry led to errors in critical documents.
• Poor visibility into the status of outstanding agreements.
• Compliance risk due to inconsistent document management.

Healthcare System Achieves HIPAA Compliance with Secure API Integration

Thomas Lamb
Chief Information Officer, Mid-Atlantic Health System

Overview: A multi-state hospital system needed to digitize their patient intake and consent forms. Their legacy process involved paper forms, which were inefficient, prone to errors, and created significant challenges for secure storage and retrieval. They required a solution that could integrate with their custom Electronic Medical Record (EMR) system and strictly adhere to HIPAA regulations.

"eSignly was the only partner who could provide a HIPAA-compliant API, a Business Associate Agreement (BAA), and the developer support we needed to integrate with our EMR. We've eliminated our paper-based intake, and our compliance audits are now straightforward."

Problem

The reliance on paper forms created massive operational drag. Patient data had to be manually scanned and entered into the EMR, leading to delays and data entry errors. Storing and managing physical documents was costly and created a significant compliance risk. They needed a digital solution that was both user-friendly for patients and ironclad from a security and compliance perspective.

Challenges

• Ensuring strict HIPAA compliance for patient data (ePHI).
• Integrating with a proprietary, legacy EMR system.
• Creating an accessible and easy-to-use process for patients of all ages.
• Eliminating physical document storage and retrieval costs.

RESTful API

Universal, standards-based integration. Build custom workflows that connect eSignly directly to your proprietary applications with minimal latency.

JSON Data Exchange

Lightweight and human-readable data format. Ensures efficient, predictable communication between your backend and our document processing engine.

Real-Time Webhooks

Trigger downstream actions instantly. Get notified the second a document is viewed, signed, or declined, keeping your internal systems perfectly synced.

OAuth 2.0 Security

Secure, delegated access for third-party integrations. Allow users to grant permissions without ever exposing sensitive credentials.

Salesforce CRM

Automate your sales cycle. Trigger signature requests directly from Salesforce records and auto-archive signed contracts upon completion.

HubSpot CRM

Seamlessly integrate eSignly into your inbound marketing and sales workflows. Sync deal data and contract status in real-time.

Microsoft Dynamics

Enterprise-grade CRM connectivity. Streamline complex document workflows for large-scale operations with native Dynamics support.

Google Workspace

Leverage your existing Google Drive and productivity suite. Automate file storage, retention, and team collaboration with one click.

AWS Infrastructure

Built on world-class cloud architecture. Ensures high availability, global scalability, and enterprise-grade performance for all API calls.

Azure Cloud

Deploy with confidence. Our architecture is optimized for seamless integration with Azure-based enterprise environments and data centers.

Python SDK

Accelerate development with our robust Python library. Handle authentication, document creation, and signing status in just a few lines of code.

Node.js SDK

Ideal for modern, event-driven applications. Our Node.js SDK makes interacting with eSignly's asynchronous API intuitive and fast.

PHP SDK

Proven reliability for web-based applications. Easily integrate e-signature capabilities into your existing CMS or custom PHP framework.

Zapier & Power Automate

No-code, high-impact automation. Connect eSignly to 5,000+ business apps without writing a single line of custom code.

HIPAA Compliance

Protect patient data with confidence. Our integration architecture meets strict HIPAA security standards, ensuring privacy in every workflow.

SOC 2 Type II Certified

Audit-ready security. Our platform provides the controls and transparency needed to pass your internal security and compliance reviews.

"The eSignly API is hands-down one of the best I've worked with. The documentation is crystal clear, the webhooks are reliable, and we were able to build a fully embedded signing workflow in a single sprint. It saved us months of development time."

"Our sales cycle was bogged down by contract paperwork. By integrating eSignly with our CRM, we've automated the entire process. Our reps are happier, and we're closing deals 40% faster. The visibility it gives us is incredible."

"As a small business, we need tools that just work. eSignly's integration with Zapier allowed us to connect our entire onboarding workflow—from our ATS to eSignly to our payroll system—without writing a single line of code. It's been a massive time-saver."

"Security and compliance are non-negotiable for us. eSignly's team worked with us to implement their on-premise solution, giving us the API functionality we needed while keeping all our data behind our firewall. Their expertise and support were top-notch."

"We needed a HIPAA-compliant e-signature partner to embed into our telehealth platform. eSignly provided the BAA, the secure API, and the developer support to make it happen. It's a core part of our platform's value now."

"eSignly's platform has streamlined our document management significantly. The ability to integrate with our existing systems has improved efficiency and compliance across the board. The support team is always responsive and helpful."

01. Discovery & Strategy

We start by understanding your goals. Our experts collaborate with your team to map your existing document workflows, identify key pain points, and define the scope and ROI for your integration project.

02. Solution Design

Our solutions architects design a detailed technical blueprint. This includes API endpoint mapping, data flow diagrams, and defining webhook logic to ensure the integration is robust, secure, and perfectly tailored to your workflow.

03. Development & Testing

Your developers (or ours) build the integration in a dedicated sandbox environment. We provide direct developer-to-developer support to resolve any issues quickly. Rigorous testing ensures everything works as designed before going live.

04. Deployment & Go-Live

We manage a smooth transition from sandbox to production. With a phased rollout and careful monitoring, we ensure zero disruption to your business operations. Your team is trained and ready from day one.

05. Optimize & Scale

Our partnership doesn't end at launch. We continuously monitor performance, provide ongoing support, and work with you to identify new opportunities for automation and optimization as your business evolves.

API Self-Service

Ideal for: Developers and tech-savvy teams ready to start building immediately.

• Access to full REST API and sandbox environment
• Comprehensive online documentation and SDKs
• Community and email-based support
• Pay-as-you-go pricing plans

Guided Integration Package

Ideal for: Teams that need to integrate with a core system (like a CRM/ERP) and want expert guidance to ensure a fast and successful launch.

• Everything in Self-Service
• Dedicated integration specialist
• 4 hours of solution architecture and developer support
• Workflow analysis and mapping session
• Pre-launch validation and testing support

Enterprise Solution

Ideal for: Large organizations with complex requirements, such as custom workflows, on-premise deployment, or integration with multiple legacy systems.

• Everything in Guided Integration
• Dedicated solutions architect and account manager
• Custom development for connectors or features
• On-premise or private cloud deployment options
• Enterprise-grade SLA and premium support
• Custom security and compliance reviews

AI Data Extraction

Automatically identify and extract key information (like contract value, start/end dates, and party names) from signed documents, and sync that structured data to your systems without manual review.

Intelligent Routing

Use AI to analyze the content of an uploaded document and automatically route it to the correct signer or approval workflow, eliminating the need for manual triage by your team.

Risk & Compliance Analysis

Future capabilities will include AI-powered analysis to flag non-standard clauses or missing information in agreements before they are sent for signature, reducing your legal and business risk.

Is the eSignly API a REST API?

Yes, our API is built on REST principles. It uses predictable, resource-oriented URLs, accepts and returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.

What kind of authentication do you use?

Our API uses API keys for authentication. You can generate and manage your keys from your eSignly account dashboard. All API requests must be made over HTTPS.

Can I test the API for free?

Absolutely. We offer a free plan that includes a limited number of API documents per month. You can sign up, get your API keys, and start testing in our full-featured sandbox and production environments immediately.

Do you provide SDKs for my programming language?

We currently offer official SDKs for popular languages including PHP, Node.js, and Python. As our API is RESTful, you can also easily generate a client for any other language or use a standard HTTP library.

Is your API compliant with HIPAA?

Yes. eSignly is HIPAA compliant. We will sign a Business Associate Agreement (BAA) with covered entities. All data processed through our API is encrypted in transit and at rest, and all actions are recorded in an immutable audit trail.

How does your pricing work for the API?

Our API pricing is based on the volume of documents you send for signature per month. We offer several tiers, and the cost-per-document decreases as your volume increases. There are no per-user fees for API access. You can find detailed pricing on our API plan page.

What is the difference between embedded signing and a standard signature request?

A standard request sends an email to the signer with a link to sign on the eSignly website. Embedded signing allows you to place the entire signing experience inside your own website or application using an iFrame, providing a completely seamless, white-labeled experience.

How do webhooks work with your API?

You can configure a webhook URL in your account settings. eSignly will then send a POST request with a JSON payload to your URL in real-time whenever a specified event occurs (e.g., document signed, viewed, declined). This allows you to trigger automated actions in your own systems.

Can I customize the signing interface to match my brand?

Yes. eSignly supports full white-labeling. You can control the colors, logos, and layout of the signing interface via our API, ensuring the experience feels like a native part of your application rather than a third-party tool.

Do you offer an SLA for API uptime?

We prioritize mission-critical reliability. Our enterprise API plans include an uptime SLA of up to 100%, ensuring that your document workflows are always available when your customers need them.