Remote Signature Request
The core of our service. Easily upload any document (PDF, DOCX), add signer fields, and send it out for
signature via a secure email link. Signers can review and sign on any computer, tablet, or smartphone.
- Reduce manual handoffs; measure turnaround in your own workflow.
- Provide a professional, modern experience for your clients.
- Track document status in real-time from your dashboard.
eSignature API Integration
Embed the full power of eSignly directly into your own website, CRM, or business application. Our
well-documented REST API allows you to automate document generation, sending, and status tracking for a
seamless user experience.
- Plan automation around the steps your workflow and plan support.
- Keep users within your branded environment.
- Scale your signing volume programmatically.
Bulk Sending & Signing
For repeated sends such as an HR policy update, evaluate the bulk workflow available for your plan. Confirm document and recipient quotas, supported list formats and tracking behavior using a non-sensitive sample before sending at scale.
- Save countless hours of manual, repetitive work.
- Ensure consistent messaging and document versions.
- Easily track and manage responses from a central dashboard.
Reusable Templates
Stop recreating your most-used documents. Convert sales contracts, NDAs, or onboarding packets into
templates. When you need one, simply select the template, enter the signer's information, and send. It's
that fast.
- Standardize your company's agreements.
- Reduce errors from manual document creation.
- Use templates to reduce repeated document preparation.
Advanced Signer Authentication
Match authentication to the risk of your agreement. Confirm which methods are available in your current plan and configuration, then test how each step is recorded. No single method removes identity risk.
- Increase security for sensitive transactions.
- Meet heightened compliance requirements.
- Reduce the risk of fraud and repudiation.
In-Person (Mobile) Signing
Capture a signature face-to-face without paper. Use a tablet or laptop to have a client sign a waiver,
service agreement, or delivery confirmation on the spot. It's perfect for field services, retail, and
events.
- Eliminate paper and data entry in field operations.
- Instantly secure a signed document into your system.
- Provide a fast and efficient in-person experience.
Custom Workflow Automation
Define the exact journey your document takes. Specify the signing order for multiple parties, set
automatic reminders for pending signers, and configure notifications to alert stakeholders once a document
is complete.
- Eliminate manual follow-up and process management.
- Ensure documents are signed in the correct sequence.
- Improve visibility and accountability across teams.
Real-Time Audit Trail
Review the recorded events, timestamps and signer context available for the agreement. Keep the signing record together with the completed document for later review.
- Gain complete visibility into the document lifecycle.
- Provide signing records for legal review.
- Review recorded events when investigating a dispute.
Custom Branding & White-Labeling
Present a consistent brand experience to your customers. Add your company's logo and color scheme to the
emails and signing pages your recipients see, reinforcing trust and professionalism.
- Strengthen your brand identity in every interaction.
- Increase signer confidence and completion rates.
- Provide a seamless, professional user journey.
Advanced Form Fields & Data Validation
Go beyond just a signature. Add text fields, checkboxes, dropdowns, and more to collect critical data.
Use data validation rules to ensure information like dates, emails, and phone numbers are entered in the
correct format.
- Eliminate incomplete or inaccurate forms.
- Reduce manual data entry and correction.
- Streamline data collection as part of the signing process.
Embedded Signing for Websites
Allow users to sign documents directly on your website or portal without being redirected. This is ideal
for self-service account opening, registration forms, and terms of service agreements.
- Create a frictionless, self-service onboarding experience.
- Increase conversion rates for sign-up processes.
- Keep users engaged within your digital property.
Document Management & Archiving
Confirm storage, export, retrieval and retention terms for your current plan. Keep a copy of the completed agreement and signing evidence according to your records policy.
- Create a secure, centralized repository for all agreements.
- Test retrieval and export before relying on retained records.
- Simplify audit preparation and record-keeping.
On-Premises Deployment
Discuss your deployment, data-location and security requirements with the team. Confirm any private-hosting option, implementation scope and contractual terms before planning a rollout.
- Review data and infrastructure responsibilities.
- Check applicable regulatory and data-location requirements.
- Confirm integration constraints before selecting a deployment option.
Compliance & Legal Admissibility Consulting
Leverage our expertise to ensure your remote signing workflows meet specific industry regulations like
HIPAA, 21 CFR Part 11, or FINRA. We help you configure eSignly to align with your compliance obligations.
- Navigate complex regulatory landscapes with confidence.
- Design workflows that are defensible and compliant.
- Reduce risk by leveraging our deep industry knowledge.
AI-Powered Document Review
Utilize our emerging AI capabilities to automatically scan documents before sending them for signature.
The system can help identify missing clauses, inconsistent terms, or other potential risks, adding an
intelligent review layer to your process.
- Reduce human error in contract preparation.
- Flag potential risks before they become problems.
- Accelerate the legal review process for standard agreements.