PDF-first agreement workflow

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

Most e-signature platforms start after the document is finished. SignApprove starts earlier: upload the PDF, fix it, prepare signing fields, send a secure signing link, track the related balance, and store proof.

Business needSignature-only workflowSignApprove workflow

Upload existing PDFsYesYes

Edit before sendingOften requires a separate PDF toolBuilt-in PDF workbench

Prepare signer fieldsYesYes

Track depositsUsually handled somewhere elseConnected invoice/deposit records; live checkout still private

Client package portalSignature-focusedAgreement and balance status, messages, and records

Best fitFinished documents that only need a signaturePDF-heavy work that needs editing, approval, balance tracking, and records

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 access Read FAQ