Stop Chasing Paperwork. Start Closing Deals with a Secure Sales Agreement Template.

Wasted Time

Your top sales reps spend hours on non-revenue tasks: finding the right template, getting internal approvals, and manually following up.

Increased Risk

Reps using outdated or modified templates expose you to legal and financial risks. Tracking versions and signed copies by email is a compliance nightmare.

Lost Deals

Every day a contract sits unsigned, the chance of the deal falling through increases. A slow, unprofessional process damages buyer confidence.

Customize Your Template

Start with our professionally drafted sales agreement. Easily add your logo, edit clauses, and insert custom fields for deal-specific details like pricing and terms.

Add Signers & Send Securely

Enter the signer's email address. If needed, specify a signing order for multiple parties. Send the document with a single click—no more email attachments.

Track in Real-Time & Get It Signed

Receive instant notifications when your agreement is opened, viewed, and signed. Your client can sign on any device, anytime. A completed, legally binding PDF is automatically sent to all parties.

Accelerate Deal Velocity

Turn a multi-day process into minutes. Our streamlined workflow removes friction, enabling your team to close deals while the momentum is hot. Faster signing means faster revenue recognition.

Ironclad Security

Protect your sensitive agreements with bank-grade security and AES-256 encryption. All documents are stored securely, accessible only to authorized users, eliminating the risk of unsecured email attachments.

Guaranteed Compliance

Our eSignatures are fully compliant with the ESIGN Act, UETA, and global regulations. We are certified for SOC 2 Type II, ISO 27001, HIPAA, and GDPR, giving you total peace of mind.

Automated Audit Trails

Every action—from sending to signing—is time-stamped and logged in a comprehensive, court-admissible audit trail. This provides undeniable proof of the signing process.

Effortless Integration

Connect eSignly directly to your CRM (Salesforce, HubSpot) and other tools. Generate and track agreements from the platforms your team already uses, eliminating duplicate data entry.

Total Customization

Your business is unique, and your agreements should be too. Customize our templates with your branding, specific clauses, and reusable fields to ensure consistency and professionalism.

Exceptional User Experience

We designed eSignly for speed and simplicity, for both you and your clients. An intuitive interface means no training is required, and mobile-first signing makes it easy for clients to sign on the go.

Transparent Pricing

Start with a powerful free plan that's perfect for individuals and small teams. Our pricing is straightforward and scales with your needs, with no hidden fees or surprises.

Proven Reliability

Since 2014, we've helped over 100,000 users streamline their document workflows. With a 95%+ retention rate, our platform is a trusted partner for businesses of all sizes.

Customizable Sales Agreement Templates

Start with our legally-vetted base template and tailor it to your exact needs. Add your branding, adjust terms, and create a master version that ensures every agreement sent by your team is consistent and professional.

• Ensure brand and legal consistency across all sales.
• Eliminate the risk of reps using unapproved contract versions.
• Reduce drafting time from hours to seconds.

Legally Binding eSignature Capture

Capture secure, compliant electronic signatures that are valid under the ESIGN Act and global regulations. Our platform makes signing effortless for your clients on any device, dramatically reducing turnaround time.

• Secure court-admissible signatures for every agreement.
• Provide a simple, modern signing experience for your customers.
• Close deals from anywhere, on any device.

Automated Audit Trail Generation

For every agreement, we automatically generate a detailed, tamper-proof audit trail. This log includes every event in the document's lifecycle, from creation and viewing to the final signature, providing robust legal evidence.

• Gain a complete, chronological history of every document.
• Strengthen your legal position in case of disputes.
• Meet strict compliance and auditing requirements effortlessly.

Real-Time Document Tracking

Know the exact status of your agreement at all times. Get instant email notifications when a client opens, views, or signs your document, so your team can follow up with perfect timing.

• Eliminate guesswork and manual follow-ups.
• Identify engaged prospects who have viewed the contract.
• Improve sales forecasting with clear visibility into the pipeline.

CRM & App Integration

Embed the eSignly workflow directly into your existing tools. With native integrations for Salesforce, HubSpot, Zapier, and more, you can generate agreements and sync data without ever leaving your primary platform.

• Create a single source of truth for customer and contract data.
• Automate workflows between your CRM and eSignly.
• Increase adoption by keeping users in their familiar environment.

Reusable Template Management

Create and save an unlimited number of templates for different products, services, or regions. Your team can then access these pre-approved templates to generate new agreements with one click, ensuring accuracy.

• Standardize your contracting process across the organization.
• Empower sales reps to generate their own compliant agreements.
• Update a master template once to apply changes everywhere.

Bulk Sending & Signing

Send the same agreement to hundreds of recipients at once, each receiving a unique, signable copy. Perfect for new terms of service, partner agreements, or sales promotions.

• Save countless hours on mass communication.
• Track the signature status of each recipient individually.
• Ensure consistent messaging for large-scale rollouts.

In-Person Signing (Mobile & Kiosk)

Capture signatures face-to-face on a tablet or mobile device. Ideal for field sales, trade shows, or client meetings where you need to close the deal on the spot.

• Finalize agreements immediately without waiting for emails.
• Provide a seamless experience for in-person transactions.
• Maintain a digital, paperless workflow even in the field.

Custom Branding

Reinforce your brand identity by adding your company logo and colors to your agreements and email notifications. Present a polished, professional image to your clients at every touchpoint.

• Increase client trust with a branded, professional experience.
• Maintain brand consistency throughout the sales cycle.
• Customize emails to match your company's voice and tone.

Advanced Signer Form Fields

Go beyond just a signature. Add customizable fields to your agreements to collect critical information from your signers, such as purchase order numbers, contact details, or start dates.

• Gather all necessary data within the contract itself.
• Eliminate back-and-forth emails to collect missing information.
• Automate data entry by mapping fields back to your CRM.

Data Validation Logic

Ensure the data you collect is accurate. Apply rules to your form fields to validate formats like dates, numbers, or email addresses, preventing errors and incomplete agreements before they happen.

• Reduce contract errors and the need for revisions.
• Ensure data integrity for automated workflows.
• Improve the quality of data synced to your other systems.

Secure Cloud Document Archiving

All your signed agreements are stored in a centralized, secure cloud repository. Easily search, filter, and access any contract in seconds, eliminating the need for physical file cabinets or messy shared drives.

• Create a secure, searchable single source of truth for all contracts.
• Simplify audit preparation and data retrieval.
• Control access to sensitive documents with user permissions.

Role-Based Team Management

Manage your entire team's access and permissions from a central dashboard. Control who can create templates, send agreements, and view sensitive documents to maintain organizational security.

• Ensure appropriate levels of access for different roles.
• Onboard and offboard team members with ease.
• Maintain oversight and control over the entire contract process.

eSignature API Access

For ultimate flexibility, integrate eSignly's core functionality directly into your own custom applications or websites using our robust REST API. Build completely bespoke sales agreement workflows.

• Automate agreement generation from any system.
• Embed the signing experience directly into your product.
• Create highly specialized workflows tailored to your business.

Automated Expiration & Reminders

Set automatic reminders for unsigned agreements to gently nudge clients without manual follow-up. You can also set an expiration date for an offer to create urgency and keep your pipeline clean.

• Save time and effort on manual chase-ups.
• Increase signature completion rates.
• Maintain control over time-sensitive offers.

Salesforce Integration

Generate and manage agreements directly from Opportunity or Account records. Eliminate duplicate data entry.

HubSpot Integration

Connect your sales agreement process with your marketing and sales automation to track every touchpoint.

Zapier Automation

Connect eSignly with thousands of other web apps for custom, automated workflows without writing a line of code.

Cloud Storage Sync

Seamlessly sync with Google Drive, Dropbox, OneDrive, and Box to maintain a single source of truth for all your documents.

ISO 27001 Certified

Verifies our commitment to the highest global standards of information security management, protecting your data at every turn.

SOC 2 Type II Compliance

Audited proof that our systems are designed to keep your client data private, secure, and available exactly when you need it.

AES-256 Encryption

Bank-grade encryption that protects your documents both in transit and at rest, ensuring absolute confidentiality.

HIPAA Compliance

Essential for healthcare organizations needing to manage sales agreements and sensitive protected health information (PHI).

GDPR Compliance

Ensures rigorous data protection and privacy for all users, keeping your operations fully aligned with European data laws.

21 CFR Part 11

Meets strict FDA requirements for electronic records and signatures, perfect for life sciences and regulated industries.

PCI DSS Compliance

Ensures a secure, hardened environment for processing payment information whenever transactions are part of your agreement flow.

eSignature REST API

Our powerful API allows for custom integrations, letting you embed full signing workflows directly into your proprietary software.

Single Sign-On (SSO)

Enterprise-grade access management. Securely control user access through your company's existing identity provider.

UETA & ESIGN Act

The legal bedrock that makes every electronic signature captured on our platform fully admissible and enforceable in U.S. courts.

AWS Cloud Scalability

Built on robust, globally-distributed AWS infrastructure, ensuring 99.99% uptime and lightning-fast performance at any scale.

What clauses should be included in a sales agreement?

A standard sales agreement should clearly define: the parties involved (buyer and seller), a detailed description of the goods or services, payment terms (price, schedule, method), delivery terms (timing and responsibility), warranties or disclaimers, confidentiality clauses, and the governing law or jurisdiction for disputes. Our template provides a solid, legally-vetted foundation covering these key areas.

Is an e-signed sales agreement legally enforceable?

Yes. Electronic signatures are legally binding in the United States thanks to the Electronic Signatures in Global and National Commerce (ESIGN) Act of 2000 and the Uniform Electronic Transactions Act (UETA). eSignly's platform complies with these laws and provides a comprehensive audit trail to further strengthen the validity of your agreements.

Can I customize the sales agreement template?

Absolutely. Our platform is designed for customization. You can add your company logo, edit text, add or remove clauses, and create custom form fields to collect specific information. Once you perfect your template, you can save it for reuse across your entire team.

How does the free plan work?

Our free plan is designed to give you full access to our core features for low-volume needs. You can send up to 5 documents for signature each month, create reusable templates, and get the same legally binding audit trail as our paid plans. There's no time limit, and no credit card is required to sign up.

Can my client sign without an eSignly account?

Yes. Your clients do not need an eSignly account to sign a document. They will receive a secure email with a link to view and sign the agreement on any device. The process is designed to be as simple and frictionless as possible for the signer.

How does eSignly integrate with my CRM?

We offer native integrations for popular CRMs like Salesforce and HubSpot. This allows you to generate agreements pre-filled with data from your CRM (like contact info and deal value), send them for signature, and automatically save the signed copy back to the correct record, all without leaving your CRM interface.

What happens after the document is signed?

Once all parties have signed, eSignly automatically finalizes the document and emails a fully executed PDF copy to everyone involved. The document, along with its complete audit trail, is then securely stored in your eSignly account for easy access and management.

How secure is my data with eSignly?

Security is our top priority. We use AES-256 bit encryption for all data at rest and in transit. Our platform is hosted on world-class infrastructure and we are compliant with major security standards, including SOC 2 Type II and ISO 27001. Your documents are far more secure with eSignly than in an email inbox.

Can I collect payments directly through the sales agreement?

Yes. eSignly integrates with Stripe and other major payment gateways. You can include a payment request field within your agreement, allowing your clients to sign the contract and make their initial payment in one seamless, secure transaction, further accelerating your cash flow.

How long does it take to implement eSignly?

You can be up and running in minutes. Simply create an account, upload your document or use our template, and you are ready to send. For enterprise teams, we offer dedicated onboarding to ensure your workflows, templates, and CRM integrations are configured for maximum efficiency from day one.

"As a small agency, we need to be nimble. eSignly lets us send out proposals and service agreements in minutes. It makes us look incredibly professional and has definitely helped us close deals faster. The free plan was perfect to get us started."

"The Salesforce integration is seamless. I don't have to leave my opportunity record to send a contract. I get a notification the second the client signs, and the document is automatically saved. It's taken all the friction out of my closing workflow."

"We replaced a clunky, expensive legacy e-signature tool with eSignly. The platform is more intuitive, the API is more flexible, and the cost savings were significant. Our team adopted it overnight, and the real-time tracking has improved our sales forecasting accuracy."

"eSignly gives my one-person business the same level of professionalism as a major firm. Sending a secure, easy-to-sign agreement gives my clients confidence from day one. The audit trail is peace of mind I can't put a price on."

"Finding a HIPAA-compliant e-signature solution that was also easy to use was a challenge. eSignly met all our security and compliance needs without being complicated. Their BAA was straightforward, and the platform helps us manage our sales agreements securely."

"Our legal team loves the template control, and our project managers love the speed. eSignly has standardized our subcontractor and client agreements, reducing our risk exposure. The centralized archive has also made audits incredibly simple."

Free Plan

Ideal for: Individuals, freelancers, and startups testing the waters.

• Up to 5 documents per month
• Reusable templates
• Real-time notifications & audit trail
• Legally binding eSignatures

Professional Plan

Ideal for: Sales professionals and small teams needing more volume and features.

• Everything in Free, plus:
• Unlimited documents
• Custom branding
• Advanced form fields
• In-person signing

Business & Enterprise Plans

Ideal for: Growing sales teams and large organizations needing advanced control, integration, and compliance.

• Everything in Professional, plus:
• Bulk sending
• Team management & permissions
• CRM integrations (Salesforce, HubSpot)
• HIPAA, 21 CFR Part 11 compliance options
• Dedicated eSignature API access and support

SaaS Startup Cuts Sales Cycle by 40% with eSignly's Template Automation

Client Overview: A fast-growing B2B SaaS company with a 15-person sales team was struggling with a slow, inconsistent contracting process. Their sales reps were manually creating agreements in Google Docs, leading to frequent errors and delays as each one required a lengthy review from the founder. This bottleneck was extending their sales cycle and frustrating both the sales team and their new customers.

"eSignly took our closing process from days to hours. Our reps can now generate a perfect, pre-approved agreement in two minutes right from Salesforce. It's been a complete game-changer for our sales velocity and professionalism."

Cameron Avery, VP of Sales, InnovateTech Solutions

Problem

The company's manual agreement workflow was a major drag on revenue growth. Time was being wasted on administrative tasks instead of selling, and the inconsistent contracts created unnecessary business risk. They needed a standardized, automated solution that could integrate with their Salesforce CRM and scale with their team.

Challenges

• Sales cycle averaged 8 days from verbal 'yes' to signed contract.
• Inconsistent pricing and terms in agreements.
• Lack of visibility into the status of pending contracts.
• Sales team morale was low due to administrative friction.

Solution

eSignly implemented a solution centered around a master sales agreement template. We worked with their founder to create a standardized template with locked legal clauses and editable fields for deal-specific terms like user count and price. This template was integrated directly into their Salesforce Opportunity object. Now, reps can generate a compliant agreement with one click, send it for signature, and track its status without ever leaving Salesforce. All signed documents are automatically attached to the correct record.

Outcomes

• Reduced average contract turnaround time by 40%.
• Eliminated 100% of contract errors from non-standard terms.
• Saved each sales rep an estimated 5 hours per week.

Consulting Firm Boosts Professionalism and Secures $1M in Deals with eSignly

Client Overview: A boutique management consulting firm with 50 employees prides itself on its premium brand. However, their client onboarding process felt amateurish. They were emailing proposals and statements of work as PDFs, which clients had to print, sign, and scan. This created a poor first impression and made tracking difficult, especially with multiple partners managing their own client pipelines.

"The first impression is everything. eSignly makes us look as professional and efficient as the services we deliver. Clients can sign a six-figure deal on their phone in 30 seconds. The audit trail also gives our finance team the confidence they need."

Olivia Bishop, Managing Partner, Momentum Strategy Group

Problem

The firm's manual signing process undermined its premium positioning and created operational inefficiencies. They needed a solution that would provide a seamless and secure signing experience for their high-value clients, while also centralizing contract management and providing visibility across the partnership.

Challenges

• Poor client experience during the crucial onboarding phase.
• No central repository for signed statements of work.
• Difficulty tracking which proposals were accepted.
• Security concerns with sending sensitive financial data via email.

Solution

eSignly provided the firm with a platform to digitize their entire proposal and SOW process. They created custom-branded templates for different service lines. Now, when a proposal is accepted, the partner can instantly send a secure eSignly link. The client has a simple, elegant signing experience on any device. Every signed document is automatically archived in a central, secure repository, accessible to partners and the finance team, with a full audit trail.

Outcomes

• Improved client satisfaction scores for onboarding by 25%.
• Centralized 100% of client agreements into a single, secure system.
• Accelerated collection of initial project deposits by 15%.

Real Estate Agency Manages 500+ Agent Agreements with eSignly's Bulk Send

Client Overview: A large regional real estate brokerage needed to update its independent contractor agreement for all 500+ of its agents. In the past, this was a logistical nightmare involving mass emails, manual tracking in spreadsheets, and hounding agents for weeks to return signed paperwork. The process was time-consuming, error-prone, and left them with significant compliance gaps.

"What used to take a month of administrative hell, we now do in an afternoon. With eSignly's bulk send, we sent the new agreement to all 500 agents, and the dashboard showed us in real-time who had signed. We were 90% compliant in 48 hours. Unbelievable."

Gabriel Lane, Chief Operating Officer, Keystone Realty Group

Problem

The brokerage needed a fast, efficient, and trackable way to execute and manage agreements at scale. Their manual process was not viable for a growing, distributed workforce and exposed them to significant legal risk if agents were operating on outdated agreements.

Challenges

• Executing and tracking hundreds of individual agreements.
• Ensuring all agents were on the most current contract version.
• Wasting significant administrative resources on a low-value task.
• Lack of a verifiable audit trail for signed agreements.

Solution

The COO uploaded the new agent agreement as a template in eSignly. They then used the 'Bulk Send' feature, uploading a CSV file with the names and email addresses of all 500 agents. With one click, eSignly sent a unique, signable copy to each agent. The admin team monitored a live dashboard to see who had opened, viewed, and signed the document, and sent targeted reminders only to those who hadn't completed it. This streamlined the entire compliance update process.

Outcomes

• Reduced time to get all agents on a new agreement from 30 days to 3 days.
• Saved over 80 hours of administrative work.
• Achieved 100% trackable compliance with a full audit trail for every agent.

AI-Assisted Contract Generation

Imagine describing your deal in plain English and having AI draft the appropriate clauses from your approved library. This will further reduce creation time and ensure compliance.

Smart Risk Analysis

Our AI will analyze agreements before they are sent, flagging non-standard terms or missing clauses that could introduce risk, providing a safety net for your sales and legal teams.

Predictive Insights

By analyzing historical data, AI will help predict which deals are most likely to close and identify bottlenecks in your signing process, allowing you to optimize your workflow for maximum revenue.