PDF editing plus e-signatures

Edit your PDF. Send it for signature. Keep the record.

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.

PDF editing and signing Signed files and audit records Client portal Balance tracking
Client package
Signature requested Maria Johnson
PDF edited

$4,800

Recorded balance due

PDF uploaded
Text and fields edited
Sent for signature
Balance tracked
Audit certificate
Contractors Agencies Consultants Real estate Legal document services Field service

Upload, edit, send

Finish the document work before you ask for a signature.

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.

01

Upload your PDF

Start from your existing proposal, contract, intake packet, estimate, waiver, or service agreement.

02

Edit and prepare it

Redact, replace text, add fields, prep pages, and turn a static PDF into a client-ready signing package.

03

Send a signing link

The client reviews and completes required fields through the signing flow. The separate client portal shows agreement and balance status and accepts messages.

04

Track the balance and record

Record balance status, then retain signed PDFs, hashes, timestamps, and audit certificates. Early access includes balance tracking, not live online checkout.

The workflow gap

Signing is only one part of the document job.

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.

Signature-only workflowUpload a finished document, place fields, send for signature.
SignApproveUpload, edit, prepare, send, sign, track balances, store proof.
PDF-editor-only workflowEdit the file, then export it and use another tool for signatures and business follow-up.

Built-in PDF workbench

Prepare documents without leaving the signing workflow.

Keep document preparation, signatures, and follow-up in one connected flow with fewer handoffs and exports.

UploadBring in contracts, proposals, estimates, waivers, disclosures, and intake packets.
EditReplace text, redact sensitive details, whiteout sections, reorganize pages, merge, split, flatten, and OCR when needed.
PrepareAdd signer fields, dates, initials, checkboxes, recipient roles, and required completion rules.
SendDeliver a secure link for review and e-signature, then manage status, balances, messages, and final records in the connected workspace and portal.

Industry-specific workflows

Explore workflows shaped around the way your team works.

Each industry guide pairs common document types with relevant preparation, signing, balance-tracking, and follow-up considerations.

Signing records

Clearer completion evidence for clients and your team.

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.

E-signature records

Store signed PDFs, signer-provided name and email, IP address, user agent, and completion timestamps.

Document integrity

Original and signed files are hashed so your team can verify that stored records have not changed.

Role-based workspace

Use team roles and tenant settings to separate workspace administration from everyday document work.

Electronic signature knowledge base

Build a clearer PDF signing workflow.

Practical guides explain how to prepare PDFs, route signatures, distinguish electronic and digital signatures, and retain useful completion records. Legal topics include careful caveats.

Private early access

Choose the early-access workflow that fits your team.

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.

Agreement pilot

Early access

Validate PDF preparation, e-signature, and audit-certificate workflows with the SignApprove team.

Request early access

Team pilot

Early access

Evaluate roles, shared templates, available API access, reporting, and administrative controls.

Request early access

SignApprove

Give every client a cleaner way to review, sign, and approve.

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