Upload your PDF
Start from your existing proposal, contract, intake packet, estimate, waiver, or service agreement.
PDF editing plus e-signatures
SignApprove connects PDF preparation, e-signatures, a client portal, balance records, and audit evidence in one workspace. We are now onboarding a limited number of early-access teams.
Recorded balance due
Upload, edit, send
Upload an existing PDF, make the changes it needs, place required fields, and send one client-ready package. SignApprove keeps client status, balance records, and completion evidence with the document. New to the process? Read how to sign a PDF electronically or the PDF preparation checklist.
Start from your existing proposal, contract, intake packet, estimate, waiver, or service agreement.
Redact, replace text, add fields, prep pages, and turn a static PDF into a client-ready signing package.
The client reviews and completes required fields through the signing flow. The separate client portal shows agreement and balance status and accepts messages.
Record balance status, then retain signed PDFs, hashes, timestamps, and audit certificates. Early access includes balance tracking, not live online checkout.
The workflow gap
The workflow starts before signature: upload the document, fix the PDF, add signing fields, send it, track the related balance, and keep the audit record. Client context stays connected without turning document work into a heavyweight CRM.
Built-in PDF workbench
Keep document preparation, signatures, and follow-up in one connected flow with fewer handoffs and exports.
Industry-specific workflows
Each industry guide pairs common document types with relevant preparation, signing, balance-tracking, and follow-up considerations.
Signing records
Every signed package can include consent capture, timestamps, signer metadata, document hashes, tamper-evident audit events, and a downloadable certificate. Learn what those records do—and do not—show in the electronic-signature audit trail guide.
Store signed PDFs, signer-provided name and email, IP address, user agent, and completion timestamps.
Original and signed files are hashed so your team can verify that stored records have not changed.
Use team roles and tenant settings to separate workspace administration from everyday document work.
Electronic signature knowledge base
Practical guides explain how to prepare PDFs, route signatures, distinguish electronic and digital signatures, and retain useful completion records. Legal topics include careful caveats.
Electronic signature basics
Learn how to review, fill, sign, and retain a PDF electronically, with checks for field placement, mobile use, multi-party routing, and audit records.
Read guideElectronic signature basics
Understand the difference between an electronic signature and a cryptographic digital signature, including what each term can—and cannot—prove.
Read guideLegal and compliance basics
A careful U.S.-focused guide to electronic-signature validity, consent, intent, attribution, record retention, exceptions, and when to ask qualified counsel.
Read guidePrivate early access
SignApprove is onboarding a limited number of early-access teams. Tell us what you need, and we will review the fit with you before creating a workspace.
Validate PDF preparation, e-signature, and audit-certificate workflows with the SignApprove team.
Request early accessEvaluate document prep, client portals, reminders, and balance tracking. Live online checkout is not included in the current early-access program.
Request early accessEvaluate roles, shared templates, available API access, reporting, and administrative controls.
Request early accessSignApprove