PDF-first electronic-signature workflow

Built for teams that need to edit the PDF before the signature.

When a team uses separate PDF preparation and signing steps, document edits, approvals, and final evidence can become disconnected. SignApprove starts with the source PDF: upload it, prepare the pages, assign fields, send a secure signing link, track the related balance as a record, and retain proof. See the electronic-signature terminology guide before evaluating technical claims.

Business needSeparate PDF and signing stepsSignApprove workflow
Upload existing PDFsYesYes
Edit before sendingPrepare or export the PDF, then move it into the signing stepBuilt-in PDF workbench connected to the signing request
Prepare signer fieldsYesYes
Track balancesMaintain the balance in a separate operational recordConnected invoice and balance records; live checkout still private
Client statusShare status and messages through the tools selected by the teamAgreement and balance status, messages, and records in a separate client portal
Best fitTeams satisfied with distinct preparation, signing, and follow-up systemsPDF-heavy work that benefits from connected editing, signing, balance records, and proof
UploadStart with the PDF your team already uses.
EditRedact, replace text, whiteout, merge, split, OCR, and prep pages.
SendDeliver a secure link for review and signing; manage balances and messages through separate connected views.
ProveKeep signed PDFs, hashes, timestamps, and audit certificates together.

Upload, edit, send

Use SignApprove when the PDF is part of the job, not just an attachment.

Request accessRead FAQ

Evaluate the complete workflow

Use practical criteria, not brand shorthand.

Test the PDF preparation route, signer experience, delivery provider, completed-file export, and audit record against your own requirements.