Prepare and Sign Your Service Agreement Online

Prepare Your Existing Agreement

Start with a service agreement you already use. Upload your document, then prepare it for signing with fields for the information and signatures you need.

• Keep your existing legal language.
• Add fields for signers to complete.
• Prepare documents in common formats such as PDF and DOCX.

Save Your Uploaded Agreement as a Template

Upload your own trusted service agreement (PDF, DOCX) and save it as a reusable template made from that document within eSignly. Add signature fields, text boxes, and checkboxes.

• Standardize your company's official agreements.
• Save hours of repetitive document preparation.
• Ensure team members always use the correct version.

Electronic Signatures for Service Agreements

Our core service provides a secure and intuitive way for parties to sign electronically. Electronic signatures may be legally recognized under laws such as the U.S. ESIGN Act, depending on the transaction, consent requirements, and applicable law.

• Eliminate the need for printing, scanning, and faxing.
• Secure signatures from anyone, anywhere in the world.
• Receive a finalized document with a tamper-evident record.

Comprehensive Audit Trails

For signed documents, eSignly records actions such as when a document was sent, viewed, and signed. This time-stamped log can help document the signing process.

• Keep a record that may support review of the signing process.
• Use the log as part of your dispute-resolution records.
• Support internal compliance and audit reviews.

Automated Workflows & Reminders

Set it and forget it. Define the signing order for multiple parties and let our system handle the routing. We'll automatically send reminders to anyone who hasn't signed, so you don't have to.

• Drastically reduce document turnaround time.
• Free up your team from manual follow-up tasks.
• Prevent bottlenecks in your approval process.

Real-Time Status Tracking Dashboard

Gain complete visibility into your agreement pipeline. From a single dashboard, see which documents are out for signature, which have been viewed, and which are completed. No more guessing games.

• Instantly know the status of every agreement.
• Proactively identify and address delays.
• Improve forecasting and project planning.

Intelligent Form Fields & Data Validation

Turn your static agreement into an interactive form. Add text fields, checkboxes, date fields, and more. Set fields as required and use data validation to ensure you collect accurate information the first time.

• Eliminate errors from incomplete or incorrect data.
• Streamline client information gathering.
• Automate data entry into other systems via API.

Bulk Sending

Need to send the same service agreement to dozens or hundreds of clients? Upload a list of signers, and our bulk send feature will generate and send a unique, personalized copy to each one automatically.

• Onboard multiple new clients simultaneously.
• Distribute updated terms of service efficiently.
• Save countless hours of manual, repetitive work.

Custom Branding & White-Labeling

Present a polished, professional image. Add your logo, brand colors, and custom messaging to the signing experience. Your clients will interact with your brand, not ours, building trust and consistency.

• Reinforce your brand identity.
• Provide a seamless user experience for your clients.
• Increase the perceived value of your services.

Secure Document Storage & Archiving

Your signed agreements are valuable assets. We store them for you in our encrypted cloud repository. Access them anytime, from anywhere, with the confidence that they are protected and preserved.

• Create a single source of truth for all contracts.
• Eliminate the risk of lost or damaged paper files.
• Simplify search and retrieval for audits or reference.

eSignature API Integration

Automate agreement generation and signing directly within your own application, website, or CRM. Our robust REST API is built for developers to create seamless, embedded signing experiences.

• Trigger contracts automatically from your CRM (e.g., deal won).
• Embed the signing process into your user onboarding flow.
• Build custom, scalable document workflows.

Advanced Signer Authentication

For high-value agreements, add an extra layer of security. Verify your signer's identity using methods like SMS authentication (a one-time code sent to their phone) before they can access the document.

• Reduce the risk of fraud or unauthorized access.
• Meet heightened security requirements for sensitive deals.
• Increase confidence in the identity of the signer.

Mobile-First Signing Experience

Your clients are on the go. Our platform is designed to provide a perfect signing experience on any device, especially mobile phones. Signers can easily read and sign with their finger or a typed signature.

• Get signatures back faster, with no delays.
• Remove friction for busy clients and partners.
• Ensure a positive, modern interaction with your brand.

Team Management & Permissions

Manage your entire organization's signing needs. Add team members, share reusable templates made from your documents, and control user permissions to define who can send documents, view agreements, or manage account settings.

• Maintain control and oversight over company contracts.
• Improve collaboration between sales, legal, and ops.
• Ensure process consistency across your team.

Compliance Considerations (HIPAA, 21 CFR Part 11)

eSignly describes specialized Enterprise features for regulated workflows, including healthcare and life sciences. Confirm the available controls, agreements, and scope against your organization's HIPAA or 21 CFR Part 11 obligations before use.

• Review fit for your regulated workflows with your compliance team.
• Map available controls to applicable federal and industry requirements.
• Assess safeguards for sensitive patient or research data.

Can I use my existing service agreement with eSignly?

Yes. Upload your existing document, prepare it for signing, and use eSignly's secure workflow to send, track, and store it, reducing email back-and-forth and keeping the signing record with the agreement.

Is an electronic signature on a service agreement actually legally binding?

Electronic signatures may be recognized under laws such as the U.S. ESIGN Act, UETA, and the EU's eIDAS Regulation, but requirements and exceptions vary by transaction and jurisdiction. eSignly provides an audit trail that can help document the signing process; a court determines the admissibility and weight of evidence in a specific dispute.

This seems like an unnecessary expense for my small business.

Think of the cost of your time spent chasing signatures, the risk of a lost or disputed contract, or the lost revenue from a delayed start. For the price of a few coffees a month, you automate that entire process, secure your agreements, and look more professional. Our free plan lets you start with zero cost.

Can we keep the clauses in our existing agreement?

Bring your existing service agreement so you retain control over its legal language. You can prepare the document for signing and save it as a reusable template in eSignly.

I don't have time to learn and implement another piece of software.

We designed eSignly for this exact reason. You can send your first service agreement for signature in less than 5 minutes. The interface is intuitive, and there's no complex setup required. It saves you time from day one.

How is my contract data protected during storage and transmission?

We prioritize your data security with AES-256 encryption for all documents at rest and in transit. As an ISO 27001 and SOC 2 Type II certified provider, we maintain the highest industry standards to ensure your sensitive business information is protected from unauthorized access.

Can eSignly integrate with the tools we already use, like our CRM?

Yes. eSignly is built for automation. Our robust REST API and native integrations with popular CRMs allow you to trigger, send, and track contracts directly from your existing business workflows, eliminating manual data entry.

Do my clients need to create an account to sign the documents I send?

No. We’ve removed that friction to ensure your deals close faster. Your clients can sign the agreement directly from the link in their email on any device—mobile, tablet, or desktop—without ever needing to sign up or log in.

What happens if a signer claims they never signed the document?

eSignly's audit trail records signing events and related details that may help document the process. These records can support a review if a signature is disputed, but they do not guarantee a particular legal outcome or that a court will find a signature genuine.

We send hundreds of agreements weekly. Can eSignly handle high-volume workflows?

Absolutely. Our platform is engineered for scalability. Whether you need to send a single document or hundreds in bulk, our bulk-sending and API-based automation tools ensure your workflow remains efficient, consistent, and error-free regardless of volume.

Ready to Send Your Service Agreement for Signing?

Upload your existing agreement, prepare it for signing, and send it through eSignly's secure eSignature platform. Track the signing process and keep the completed agreement with its audit trail.

Trusted by 100,000+ users. No credit card required to start.

Legal Frameworks and Signing Records

Electronic signatures may be recognized under laws such as ESIGN, UETA, and eIDAS, subject to the requirements and exceptions that apply to a transaction. eSignly's audit trail can help document the signing process; it does not guarantee enforceability or court admissibility.

Automate Your Workflow

Stop wasting hours on manual tasks. Set up automated reminders, track document status in real-time, and get instant notifications. Close deals and onboard clients faster by putting your agreements on autopilot.

Bank-Grade Security

Protect your sensitive business data. With ISO 27001 and SOC 2 Type II compliance, plus end-to-end encryption, your contracts are stored in a secure vault, not a vulnerable email inbox.

Start in 5 Minutes

No complex setup or training required. Our platform is designed for immediate use. Upload your document, add signers, and send it. It's that simple. You'll save time on your very first agreement.

Professional Branding

Reinforce your brand identity with every client interaction. Add your company logo and custom brand colors to your documents and signing requests for a seamless, professional experience.

Sign Anywhere, Anytime

Don't let location be a bottleneck. Our mobile-responsive design allows your clients to sign agreements on any device—phone, tablet, or desktop—with just a few clicks. No printing or scanning needed.

Centralized & Organized

Never lose a contract again. All your signed documents are stored in one secure, searchable repository. Easily find any agreement, check its status, or review its audit trail instantly.

Flexible & Scalable

eSignly grows with you. Whether you're a freelancer sending one contract a month or an enterprise with complex API needs, we have a plan that fits. Start free and scale as your business demands.

Beyond the Document

A service agreement file is a static document. eSignly is a dynamic system. Use smart fields to capture data, set validation rules, and integrate with the tools you already use. It's not just a document; it's a data-driven workflow.

Digital Marketing Agency Cuts Client Onboarding from 5 Days to 2 Hours

Client Overview: Momentum Digital, a fast-growing marketing agency with 25 employees, was struggling with a slow and manual client onboarding process. Every new client required a customized service agreement, proposal, and SOW, which were sent as PDFs via email. The back-and-forth of printing, signing, scanning, and returning documents created significant delays, pushing back project start dates and frustrating both the sales team and new clients.

The Challenge

The agency's reliance on manual document handling was creating a major bottleneck. Sales reps were spending hours tracking signature status instead of selling. Lost or incorrectly signed documents were common, and the lack of a central repository made it difficult to manage contract versions and renewals.

• Average client onboarding time was 5-7 business days.
• Sales team wasted approximately 10 hours per week on administrative follow-up.
• No real-time visibility into contract status.
• Increased risk of human error and non-compliance.

The Solution

Momentum Digital implemented eSignly's Business plan. They uploaded their standard service agreement and proposal as a reusable template with customizable fields for client details and service scope. The sales team could now generate a complete contract package and send it for signature in minutes, directly from their CRM. Automated reminders eliminated the need for manual follow-up, and the real-time dashboard gave the COO full visibility.

Rachel Manning
COO, Momentum Digital

SaaS Startup Automates 1,000+ Enterprise Agreements with eSignly API

Client Overview: Innovate.AI, a B2B SaaS company, needed a scalable way to manage their enterprise service agreements. As they grew, their sales team was manually creating contracts in Word, leading to inconsistencies and long review cycles with legal. They needed a solution that could integrate with their Salesforce CRM and automate the entire process from generation to signature.

The Challenge

The manual contract process couldn't keep up with the company's growth. Each enterprise deal required significant manual effort, was prone to errors, and created friction in the final stages of the sales cycle. There was no single source of truth for executed agreements.

• Sales reps spent 3-4 hours per enterprise deal on contract preparation.
• Inconsistent terms and branding across different agreements.
• Lack of integration between sales and legal systems.
• Delayed revenue recognition due to slow signature collection.

The Solution

Innovate.AI chose eSignly's Enterprise API plan. Their developers integrated eSignly directly with Salesforce. They created dynamic templates that automatically pulled customer and deal data from Salesforce objects to generate a tailored service agreement. The entire signing process was embedded within their sales workflow, providing a seamless experience for both the sales team and the customer.

Thomas Lamb
VP of Sales Operations, Innovate.AI

Freelance Consultant Secures Projects 50% Faster with Professional eSignatures

Client Overview: Brody Maddison is an independent management consultant who works with multiple clients on a project basis. He was using a basic Word template for his service agreements and emailing them as PDFs. He often faced delays as clients would need to print, sign, and scan the document, and sometimes they would question the professionalism of the process.

The Challenge

The manual signing process was slow and projected a less-than-premium image. It created unnecessary friction and delayed the start of billable work. Brody had no easy way to track if a client had even viewed the agreement he sent.

• Project start dates were often delayed by 3-5 days waiting for signed paperwork.
• Lack of a professional and secure signing process.
• No visibility into whether a client had opened the agreement.
• Risk of misplaced contracts stored across various email threads.

The Solution

Brody signed up for eSignly's Professional plan. He saved his customized service agreement as a template and branded it with his logo. Now, after a client verbally agrees, he sends the eSignly link immediately. He gets real-time notifications when the client views and signs the document, and the executed copy is automatically sent to both parties and stored in his eSignly account.

Brody Maddison
Founder & Principal Consultant, Maddison Strategy

Upload & Customize

Upload your existing service agreement, then add your branding and customize fields to match your business requirements.

Send for Signature

Add your signers, set the signing order, and hit send. We handle the routing and secure delivery, ensuring the document reaches the right person instantly, wherever they are.

Sign & Automate

Your client can sign on a supported device. Once completed, eSignly saves the document, records signing events, and notifies all parties.

eSignly has been essential for our growth. We can send out service agreements and get them signed in minutes, not days. The templates feature saves us so much time, and the audit trail gives us peace of mind. It's simple, professional, and reliable.

Olivia Bishop

Founder, Artisan Labs

Compliance is everything for us. eSignly's HIPAA-compliant solution and robust security features were non-negotiable. Their platform streamlined our BAA and service agreement process while ensuring we meet our regulatory obligations. The investment has a clear ROI.

Garrett Vaughn

CFO, Health-Forward Tech

Our sales team lives in eSignly. The ability to quickly send a service agreement right after a demo call has dramatically shortened our sales cycle. The real-time tracking means we know exactly when to follow up. It's a tool that actively helps us close deals.

Faith Campbell

Sales Director, ConnectSphere CRM

As a solo consultant, I need tools that are efficient and affordable. eSignly is perfect. I look professional, my contracts are legally sound, and I don't waste time chasing paperwork. The mobile signing is a huge plus for my busy clients.

Wesley Porter

IT Consultant, Porter Tech Solutions

We use eSignly for everything from agent onboarding agreements to client service contracts. The bulk send feature is a lifesaver, and having a centralized, searchable archive of all documents has been revolutionary for our compliance and operations teams.

Lauren Gentry

Operations Manager, Blue-Chip Realty

Getting subcontractor agreements and client change orders signed quickly is critical in our business. eSignly allows us to do this right from the job site on a tablet. It's cut down on project delays and disputes significantly. I can't imagine going back to paper.

Samuel Gordon

Owner, BuildRight Construction

Manual Document Signing

• Requires manual creation and editing of Word docs.
• Relies on slow print, sign, scan, and email workflows.
• High risk of lost documents and human error.
• Zero real-time visibility into contract status.
• No built-in signing event record for later review.

The eSignly Advantage

• Reusable templates made from your documents for repeat agreements.
• Sign anywhere, anytime on any mobile device.
• Secure cloud storage with zero risk of loss.
• Real-time dashboard to track every signature.
• Signing event audit trail to help document the signing process.

ESIGN & UETA Acts

U.S. electronic signature laws may recognize electronic signatures in many transactions, subject to statutory requirements and exceptions.

GDPR & eIDAS

GDPR and eIDAS set requirements for data protection and electronic signatures in applicable contexts. Confirm your specific obligations and service configuration with your legal or compliance team.

ISO 27001

Provides internationally recognized proof of our commitment to information security management at every level of our organization.

SOC 2 Type II

Verifies through an independent audit that we have robust controls in place for security, availability, processing integrity, confidentiality, and privacy.

HIPAA Considerations

Healthcare organizations handling Protected Health Information should review applicable HIPAA requirements, service configuration, and any required agreements before using the platform.

21 CFR Part 11

Meets the FDA's specific requirements for electronic records and signatures in the life sciences and pharmaceutical industries.

REST API

Allows developers to seamlessly integrate eSignly's functionality into any application, CRM, or website for full automation.

Salesforce Integration

Enables sales teams to generate and send service agreements directly from Salesforce, pulling data automatically and reducing manual work.

Zapier Integration

Connects eSignly to thousands of other web apps without writing any code, enabling powerful automated workflows.

AWS Infrastructure

Provides a scalable, reliable, and secure global cloud infrastructure, ensuring high availability and data residency options.

AES-256 Encryption

Protects all documents, both in transit and at rest, with bank-grade encryption to prevent unauthorized access.

OAuth 2.0

Provides a secure and standard method for API authentication, protecting access to your data and our services.

PDF & DOCX Processing

Our platform is engineered to flawlessly handle the most common document formats used in business for uploading and signing.

Responsive Web Design

Ensures a perfect signing experience on any device, from a large desktop monitor to a small smartphone screen, without compromise.

Single Sign-On (SSO)

Allows enterprise users to log in securely using their existing corporate credentials, simplifying user management and improving security.

Free Plan

Ideal for: Freelancers, solopreneurs, or anyone starting out.

• A limited number of free signature requests per month.
• Electronic signatures with an audit trail.

Professional & Business Plans (SaaS)

Ideal for: SMBs, agencies, and teams needing more volume and features.

• Increased signature requests.
• Custom branding, reusable templates made from your documents, and automated reminders.
• Team management features (Business Plan).

Enterprise Plan (SaaS & API)

Ideal for: Larger organizations with advanced security, compliance, or integration needs.

• Everything in Business, plus:
• eSignature API access.
• Advanced authentication, security options, and compliance features for review (e.g., HIPAA).
• Dedicated account management and support.

The Anatomy of a Bulletproof Service Agreement

In business, ambiguity is the enemy of profit. A service agreement isn't just a document; it's your primary shield against scope creep, payment disputes, and legal friction. Whether you are a solo consultant or an enterprise leader, your contracts define the boundaries of your success.