Signeasy overview
1. What is Signeasy?
Signeasy is an easy-to-use platform designed to simplify how you handle contracts and documents. Whether you need to prepare, sign, send, or manage important paperwork, Signeasy makes the entire process fast, secure, and hassle-free.
It works seamlessly on mobile devices and desktops, so you can manage your documents anytime, anywhere. Trusted by businesses of all sizes, Signeasy helps save time, reduce errors, and improve efficiency in your workflows.
2. What types of businesses use Signeasy?
Signeasy is trusted by businesses of all sizes, from startups to enterprises, with mid-sized companies (200+ employees) finding it particularly useful. It’s popular across industries like IT services, construction, real estate, education, legal, healthcare, and finance—anywhere contracts and paperwork are essential.
Operational teams rely on Signeasy to manage vendor agreements, client contracts, and internal approvals with ease, while HR and sales teams use it to streamline their workflows, such as employee onboarding and deal closures. No matter the team or industry, Signeasy helps simplify processes, save time, and reduce errors, all while keeping documents secure and accessible from anywhere.
3. Who on my team can benefit most from Signeasy?
Signeasy is built for anyone on your team who manages contracts, approvals, or document workflows. Operations teams can use it to handle vendor agreements, invoices, and internal approvals with ease.
HR teams rely on Signeasy to streamline employee onboarding and manage other critical paperwork. Sales teams love it for quickly sending proposals, contracts, and quotes for signature, helping close deals faster.
Legal, finance, and procurement teams also benefit from Signeasy, using it to handle agreements, NDAs, and compliance-related documents. Essentially, if your work involves documents—contracts, agreements, or even invoices—Signeasy simplifies the process and saves time.
4. What processes does Signeasy simplify?
Signeasy simplifies your workflows at every stage of document handling:
- Preparing contracts faster: Start contracts quickly by using templates or initiating them directly from where you work, like your email or preferred apps.
- Getting signatures in minutes: Send documents for signature, whether individually or in bulk, and enable sequential signing to keep approvals moving smoothly.
- Collecting documents: Request attachments along with signatures to gather all necessary paperwork in one go.
- Automating paperwork: Eliminate manual tasks like reminders, follow-ups, and tracking with automated workflows.
- Ensuring compliance: Meet legal and organizational requirements effortlessly with built-in compliance features.
- Collaborating as a team: Work together on documents with shared access and real-time updates for seamless collaboration.
- Secure storage: Store signed documents safely in the cloud or integrate with tools like Google Drive or OneDrive.
5. What tools does Signeasy integrate with?
Signeasy integrates with a variety of tools to fit seamlessly into your existing workflows:
- Cloud storage: Sync with Google Drive, Dropbox, OneDrive, and Box to save and access documents easily.
- Email platforms: Use Signeasy directly within Gmail and Outlook to send and sign documents without leaving your inbox.
- Productivity tools: Connect with Microsoft Teams and Google Workspace to streamline collaboration and document sharing.
- CRM and sales tools: Integrate with platforms like HubSpot to manage contracts and close deals faster.
- Form and document tools: Work with Formstack to create documents and send them for signature effortlessly.
- Workflow automation: Use Signeasy with Zapier to create custom workflows and automate repetitive tasks.
7. What are the most common use cases for Signeasy?
Signeasy is versatile and supports a variety of use cases across teams and industries. Here are some of the most common ones:
- Contracts and agreements: Manage vendor contracts, client agreements, and NDAs with ease.
- Employee onboarding: Streamline the hiring process by sending offer letters, onboarding forms, and policy acknowledgments for signature.
- Sales documents: Speed up deal closures by sending quotes, proposals, and sales contracts for e-signature.
- Legal documents: Handle compliance documents, service agreements, and partnership contracts securely.
- Invoice approvals: Simplify the approval of invoices, purchase orders, and expense reports.
- Forms and waivers: Send and collect completed waivers, consent forms, and other documents from customers or employees.
- Government and education paperwork: Digitize forms like permission slips, applications, and certifications for faster processing.
8. How does Signeasy improve contract workflows?
With Signeasy, your contract workflows become faster, more organized, and completely paperless — saving time and improving efficiency for your team.
Signeasy simplifies and accelerates every step of your contract workflow:
- Preparation: Create contracts faster using templates or by integrating with tools like Formstack or your preferred CRM.
- Signing: Send contracts for e-signature in minutes, with options for bulk sending or sequential signing to streamline the process.
- Tracking: Monitor the status of your contracts in real-time and send automated reminders to keep things moving.
- Collaboration: Work seamlessly with your team by sharing access, collecting feedback, and finalizing contracts collaboratively.
- Storage and retrieval: Store contracts securely in the cloud or sync them with tools like Google Drive and Dropbox for easy access.
- Automation: Reduce manual tasks with workflow automations, like reminders, approvals, and notifications.
- Compliance: Ensure contracts meet legal and regulatory standards with built-in compliance tools.
9. Is Signeasy secure and legally compliant?
Yes, Signeasy is built with security and compliance at its core.
- Secure by design: All documents are encrypted in transit and at rest, ensuring your data stays protected. We also offer features like role-based access control (RBAC) and secure cloud storage.
- Legally binding: Signeasy complies with global e-signature laws, including ESIGN (U.S.), eIDAS (EU), and IT Act (India), making your documents legally binding worldwide.
- Tamper-proof technology: Every signed document includes an audit trail to verify its authenticity and ensure it hasn’t been altered.
- Compliance-ready: Signeasy adheres to GDPR, SOC 2, and other industry standards to safeguard your data and privacy.
10. Why should I choose Signeasy over other eSignature tools?
Signeasy stands out by offering a seamless, user-friendly experience while delivering powerful features tailored to your needs:
- Ease of use: Signeasy is designed with simplicity in mind, ensuring that anyone — whether tech-savvy or not — can start using it right away without a steep learning curve.
- Built for growing businesses: While many tools cater to enterprises or small teams, Signeasy is ideal for businesses and teams looking to scale without sacrificing ease of use or affordability.
- Comprehensive features: From bulk sending and sequential signing to template creation and team collaboration, Signeasy supports end-to-end contract management, not just eSignatures.
- Works where you do: With integrations for Google Workspace, Microsoft 365, HubSpot, Formstack, and more, Signeasy fits effortlessly into your existing workflows.
- Mobile-first excellence: Whether you're at your desk or on the go, Signeasy’s mobile apps for iOS and Android are among the best in the industry, letting you manage documents anytime, anywhere.
- Transparent pricing: No hidden costs or complex pricing tiers. Signeasy offers straightforward plans that deliver value for every dollar spent.
- World-class support: Our dedicated support team ensures you get help when you need it, making your experience smooth and hassle-free.
11. Can Signeasy be customized to fit my business needs?
Yes, Signeasy can be tailored to meet your specific business requirements:
- Branded experience: Customize emails sent for signature with your company’s logo and branding for a professional touch.
- Flexible workflows: Set up workflows that match how your team operates, including sequential or parallel signing.
- API integrations: Use Signeasy’s API to embed eSignature capabilities directly into your own apps or systems.
- Role-based access: Manage permissions and access levels to ensure the right people handle the right documents.
- Custom templates: Save time by creating reusable templates for frequently used documents.
12. What platforms and devices are compatible with Signeasy?
Signeasy is compatible with a wide range of platforms and devices, ensuring you can manage your documents wherever you work:
- Mobile: Signeasy offers dedicated apps for both iOS and Android, allowing you to sign, send, and manage documents on the go.
- Desktop: Access Signeasy on any web browser, whether you’re using Windows, macOS, or Linux.
- Tablets: Enjoy a seamless experience on tablets like iPads and Android tablets for added flexibility.
- Integrations: Use Signeasy directly within tools like Gmail, Outlook, Microsoft Teams, and Salesforce.
- API integration: Embed Signeasy’s eSignature capabilities into your own platform or application with our robust API.
13. How quickly can my team start using Signeasy?
Your team can start using Signeasy almost immediately!
- Easy setup: Signing up takes just a few minutes, with no complicated installation process.
- Free trial: Explore all of Signeasy’s features with a free trial to ensure it’s the right fit for your team before committing.
- Intuitive interface: Signeasy is designed to be simple and user-friendly, so your team can get started without extensive training.
- Ready-to-use templates: Save time by using pre-made templates or quickly creating your own for common documents.
- Seamless integrations: Connect Signeasy with tools like Gmail, Microsoft Teams, or HubSpot, and start working without delays.
14. How does Signeasy help my team stay organized and on top of deadlines?
Signeasy streamlines document management and keeps your team on track with built-in features that simplify organization and ensure deadlines are met:
- Centralized storage: Keep all your signed documents, templates, and drafts in one secure location for easy access and organization.
- Real-time tracking: Monitor the status of documents, such as who has signed and who still needs to act, all from a single dashboard.
- Automated reminders: Send automatic follow-ups to ensure documents are signed and completed on time.
- Deadline notifications: Receive alerts for upcoming deadlines, so you never miss critical milestones.
- Team collaboration: Share documents with teammates and work together seamlessly to finalize agreements.
- Search and filters: Quickly locate specific documents or contracts using advanced search and filtering options.
15. How can Signeasy help my business improve contract turnaround times?
Signeasy can help reduce your contract turnaround times by up to 80%, transforming a process that might take days or weeks into one that can be completed in hours or even minutes:
- Faster document preparation: Save hours by using templates or creating contracts directly from tools you already use, like Formstack or Salesforce.
- Quick eSignatures: With Signeasy, recipients can sign instantly from any device, eliminating delays caused by manual processes.
- Automated reminders: Reduce follow-up time by up to 50% with automatic notifications sent to signers.
- Bulk send and sequential signing: Speed up workflows by sending multiple documents at once or arranging signing orders for smooth approvals.
- Real-time tracking: Gain visibility into the signing process, allowing you to act on bottlenecks immediately and cut down processing times.
- Mobile accessibility: Respond to contracts on the go, shaving off hours or even days from response times.
How to manage contracts using Signeasy
Prepare
1. How can I create contracts or documents in Signeasy?
Signeasy offers multiple ways to get started, so you can create contracts and documents wherever and however you work best.
Getting started with Signeasy is quick and flexible:
- Upload your document: Begin by uploading a file from your computer, email, or cloud storage like Google Drive, Dropbox, or OneDrive.
- Use templates: Save time by using pre-built templates for common contracts, or create your own reusable templates for future use.
- Initiate with integrations: Start contracts directly from tools you already use, like HubSpot, Google Workspace, or Microsoft SharePoint, to keep your workflows seamless.
2. Does Signeasy offer reusable templates for contracts?
Yes, Signeasy offers reusable templates to save you time and streamline your workflows. You can create templates for frequently used contracts, agreements, or forms, and customize them as needed for each use.
With templates, you can:
- Standardize documents like NDAs, sales agreements, and HR forms.
- Predefine signature, text, date fields, and attachments for quicker preparation.
- Share templates with your team to ensure consistency across all documents.
3. Can I edit a template once it’s created?
Yes, you can edit a template in Signeasy even after it’s created. Simply open the template, make the necessary changes to the content, fields, or layout, and save the updated version. This ensures your templates stay up-to-date and aligned with your business needs.
If you need to create a variation of an existing template, you can also duplicate it and make edits without affecting the original.
Signeasy gives you the flexibility to manage and modify templates to keep your workflows smooth and efficient.
4. What file formats are supported when uploading documents?
Signeasy supports over 25 file formats, making it easy to upload and work with a variety of documents. Some of the most commonly supported formats include:
- PDF (.pdf)
- Microsoft Office files (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- Image files (.jpg, .jpeg, .png, .bmp)
- Text files (.txt, .rtf)
5. Can I prepare documents directly from tools like Google Workspace or Microsoft SharePoint?
Yes, Signeasy integrates seamlessly with tools like Google Workspace and Microsoft SharePoint, allowing you to prepare documents directly within these platforms.
- Google Workspace: Access and send documents stored in Google Drive, Docs, Sheets, or Gmail for signature without leaving your workspace.
- Microsoft SharePoint: Prepare, send, and manage contracts directly from your SharePoint environment for a streamlined workflow.
6. How does Signeasy ensure the formatting of uploaded documents stays intact?
Signeasy preserves the formatting of your uploaded documents by processing files with advanced technology that ensures no loss of layout, fonts, or design elements.
Here’s how we maintain your document’s integrity:
- Accurate rendering: Uploaded files are converted and displayed exactly as they appear in the original format.
- Support for complex layouts: Tables, images, and multi-page documents are retained without distortion.
- Preview before sending: You can review your document in Signeasy to confirm that everything looks as expected before sharing it for signature.
7. Can I add custom branding to my templates or documents?
Yes, Signeasy allows you to add custom branding during the document signing process:
- Add your company logo: Display your logo in the email sent to recipients for signature, reinforcing your brand identity.
- Customize email messages: Personalize the email content to reflect your company’s tone and style.
- Professional experience: Maintain a consistent and professional image throughout the signing process.
8. Is there a way to bulk upload documents for preparation?
Yes, Signeasy allows you to bulk upload multiple documents for preparation, making it easier to handle large volumes of paperwork. You can add fields like signatures and dates to each document and send them for signature in bulk. While there’s no hard limit for uploads, the platform performs best with files under 20MB each and up to 100 documents at a time for optimal speed and efficiency.
Collaborate
1. How do I ensure everyone on my team is informed of the latest contract updates?
Signeasy helps keep your team informed about the latest contract updates through:
- Real-time notifications: Team members receive alerts when a document is updated, signed, or completed.
- Shared access: Collaborate by granting team members access to relevant documents, so everyone stays on the same page.
- Activity tracking: Use the audit trail to monitor changes and updates made to the contract.
- Centralized storage: Store all documents in one secure location, allowing your team to access the most recent version anytime.
2. Is there a way to notify team members when a contract is signed or updated?
Yes, Signeasy provides real-time notifications to keep your team informed. Whenever a contract is signed, updated, or completed, team members with access to the document will receive automatic alerts.
This ensures everyone stays in the loop and can act quickly on the next steps, improving collaboration and reducing delays.
Sign
1. What types of signatures does Signeasy support (e.g., electronic vs. digital)?
Signeasy supports both electronic signatures and digital signatures, catering to different levels of security and compliance needs:
- Electronic signatures: These are user-friendly and legally binding. You can sign by typing, drawing, or uploading an image of your signature. They’re ideal for everyday business documents like contracts, NDAs, and approvals.
- Digital signatures: These provide an extra layer of security and authenticity. They use encryption and a unique digital certificate to verify the signer’s identity and ensure the document hasn’t been tampered with. Digital signatures are typically used for highly sensitive or regulated documents, such as financial agreements or government forms.
2. Are Signeasy eSignatures legally binding?
Yes, Signeasy eSignatures are legally binding and comply with major global e-signature laws, including:
- ESIGN Act (USA) and UETA (USA): Grant electronic signatures the same legal standing as handwritten ones.
- eIDAS Regulation (EU): Ensures eSignatures are valid and enforceable across European Union member states.
- IT Act (India): Recognizes electronic signatures for legal and business purposes in India.
- PIPEDA (Canada): Allows electronic signatures for most business and legal transactions.
- Middle East and Africa: Many countries recognize electronic signatures under e-commerce or IT laws, such as the UAE’s Electronic Transactions and Trust Services Law and South Africa’s ECTA.
- South America: Countries like Brazil comply with electronic signature laws under the Brazilian Civil Code and Law No. 14,063, regulating digital and electronic signatures.
- GDPR compliance: For customers in Europe and beyond, Signeasy is fully GDPR-compliant, ensuring that your data and signatures meet the highest privacy and security standards.
3. Can recipients sign documents without creating a Signeasy account?
Yes, recipients can sign documents sent through Signeasy without needing to create an account. Once they receive the document via email, they can open it, review its contents, and sign it instantly using their preferred device.
This hassle-free process ensures a smooth experience for your clients, partners, and teammates, saving time and making it easy to complete agreements quickly.
Signeasy uses advanced security measures to ensure that all signed documents remain secure and tamper-proof:
- Encryption: All documents are encrypted both in transit and at rest to protect your data from unauthorized access.
- Tamper-proof technology: Each signed document includes a unique digital audit trail, ensuring that any alterations to the document can be detected.
- Secure access: Role-based access controls (RBAC) ensure only authorized individuals can view or modify documents.
- Compliance: Signeasy meets global security and privacy standards, including GDPR, SOC 2, and other industry certifications, to protect your data.
- Audit trails: Every document comes with a detailed log of actions, including who signed, when, and from where, providing an extra layer of authenticity and accountability.
5. Can I sign documents offline using the mobile app?
Yes, Signeasy’s mobile app allows you to sign documents offline. You can:
- Open the document in the app and add your signature, date, or other required fields.
- Once you’re back online, the app automatically syncs and uploads the signed document to ensure it’s saved and securely stored.
6. How do I track who has signed and who hasn’t?
Signeasy provides real-time tracking to help you monitor the status of your documents. You can:
- Dashboard view: Check the status of each document directly from your Signeasy dashboard, which shows who has signed and who still needs to act.
- Notifications: Receive instant alerts when someone signs or if a document is pending for too long.
- Audit trail: Access a detailed log of actions for each document, including timestamps for when it was sent, viewed, and signed.
7. Does Signeasy support multi-party signing, and how does it work?
Yes, Signeasy supports multi-party signing, making it easy to collect signatures from multiple individuals. Here’s how it works:
- Add multiple signers: Specify all the recipients who need to sign the document.
- Set signing order (optional): Use sequential signing to ensure each party signs in a specific order, or allow all signers to act simultaneously.
- Track progress: Monitor who has signed and who still needs to, using real-time tracking and notifications.
Manage
1. Can I organize all my contracts and documents in Signeasy?
Yes, Signeasy provides tools to help you organize and manage all your contracts and documents efficiently:
- Folders and categories: Sort your documents into folders or tag them with categories for easy access.
- Centralized storage: Keep all your signed, pending, and draft documents in one secure location.
- Search functionality: Use advanced search to quickly locate specific documents by name, date, or signer.
- Cloud integration: Sync with platforms like Google Drive, Dropbox, or OneDrive for additional storage and organization.
2. How do I set permissions for my team to access specific documents?
Signeasy allows you to manage document access through role-based permissions:
- Assign roles: Designate team members as admins, members to control their level of access.
- Restrict access: Share specific documents with select team members on Teamspace while keeping others private.
3. Does Signeasy have a search feature to find documents quickly?
Yes, Signeasy includes a powerful search feature to help you find documents quickly and efficiently. You can:
- Search by keywords, document name, or signer’s name.
- Filter results by status (e.g., signed, pending, draft) or date range.
- Use tags or categories to narrow down your search.
4. Can I track the status of all my contracts in one place?
Yes, Signeasy allows you to track the status of all your contracts from a single, centralized dashboard. You can:
- View the current status of each document (e.g., signed, pending, or completed).
- Track who has signed and who still needs to take action.
- Receive real-time updates and notifications as documents move through the signing process.
- Access a detailed audit trail for every document, showing timestamps for all actions.
5. Is there an option to export or archive contracts after completion?
Yes, Signeasy provides options to both export and archive completed contracts:
- Export contracts: Download completed documents as PDFs to store locally or share with external stakeholders.
- Cloud integration: Automatically save contracts to your preferred cloud storage platforms like Google Drive, Dropbox, or OneDrive.
- Archiving: Store completed contracts securely within Signeasy’s platform for easy access and long-term record-keeping.
6. How does Signeasy notify me about pending or completed contracts?
Signeasy keeps you informed with real-time notifications:
- Email alerts: Receive instant emails when a document is signed, completed, or pending for too long.
- Dashboard updates: Track the status of all contracts on your Signeasy dashboard, with clear indicators for pending and completed documents.
7. Can I get analytics or reports on my contracts, like the time taken to sign?
Yes, Signeasy provides analytics and reporting features to help you gain insights into your contract workflows. You can:
- Track time-to-sign: See how long it takes for documents to be signed and completed.
- Monitor activity: Analyze the number of documents sent, signed, or pending over a specific period.
- Export reports: Generate and download reports for audits, compliance, or performance reviews.
Automate
1. How does Signeasy automate reminders for unsigned contracts?
Signeasy streamlines follow-ups with automated reminders for unsigned contracts. Here’s how it works:
- Scheduled reminders: We send automatic reminders after D+2 and D+7.
- Email notifications: Unsigned recipients receive gentle email nudges prompting them to complete the signing process.
- Manual reminders: If needed, you can send additional reminders with a single click for more flexibility.
- Real-time updates: Track the status of reminders in your dashboard to see when they were sent and if any action was taken.
2. Does Signeasy support AI-powered data extraction from documents?
Yes, Signeasy leverages AI to extract and highlight key information from your documents, helping you work smarter and faster. Here’s what Signeasy AI can do:
- Contract summary: Get a concise summary of your contracts in seconds, saving time on reviewing long and complex legal documents. Perfect for teams handling multiple agreements.
- Key terms extraction: Automatically identifies and highlights important clauses, such as payment terms or renewal dates. You can even jump directly to a specific term with the ‘Go to Source’ feature.
- Q&A with your contract: Ask specific questions like “What are the termination clauses?” or “When is the renewal date?” and Signeasy AI will fetch the answers instantly, even prompting follow-up questions for clarity.
- Contract renewal reminders: Signeasy AI detects renewal dates and future deadlines, sending you timely reminders and allowing you to set calendar events with a single click.
3. Is it possible to auto-archive signed documents into a cloud storage tool like Google Drive or OneDrive?
Yes, Signeasy allows you to auto-archive signed documents directly into cloud storage tools like Google Drive or OneDrive. Once a document is signed, it can be automatically saved to your connected cloud storage account, ensuring it is securely stored and easy to access.
This feature simplifies document management by eliminating manual uploads, helping you stay organized and saving valuable time.
Out of the box integrations
1. What tools and platforms does Signeasy integrate with?
Signeasy integrates with a wide range of tools and platforms to fit seamlessly into your workflows:
- Cloud storage: Sync with Google Drive, Dropbox, OneDrive, and Box to save and access documents.
- Email platforms: Send and sign documents directly from Gmail or Outlook.
- Productivity tools: Collaborate efficiently using Microsoft Teams, and Google Workspace.
- CRM and sales tools: Streamline your sales workflows with integrations like HubSpot.
- Form and document tools: Create and send documents for signature directly from Formstack.
- Workflow automation: Connect with Zapier to automate repetitive tasks and create custom workflows.
- API: Use Signeasy’s API to embed eSignature capabilities into your own apps or platforms.
2. Can I initiate contracts directly from tools like Gmail, Outlook, or HubSpot?
Yes, Signeasy allows you to initiate contracts directly from tools like Gmail, Outlook, and HubSpot, making it easy to manage workflows without switching between platforms:
- Gmail and Outlook: Attach documents for signature directly from your email interface and send them out in just a few clicks.
- HubSpot: Generate and send contracts or agreements directly from your CRM, leveraging customer data to streamline the process.
3. How does Signeasy make document collaboration easier in Microsoft Teams?
Signeasy integrates seamlessly with Microsoft Teams, making document collaboration more efficient by allowing you to:
- Share documents: Send contracts or agreements for signature directly from within a Teams channel or chat.
- Track status: Get real-time updates on document progress, such as who has signed and who still needs to.
- Streamline workflows: Collaborate with your team by sharing documents for review and feedback without leaving Teams.
- Notifications: Receive instant alerts in Teams when a document is signed or requires action.
4. Can I store and manage signed contracts in SharePoint or Google Drive?
Yes, Signeasy integrates with both Microsoft SharePoint and Google Drive, allowing you to store and manage your signed contracts seamlessly:
- SharePoint: Automatically save signed documents to your SharePoint libraries, ensuring secure and organized storage within your company’s environment.
- Google Drive: Sync Signeasy with Google Drive to archive signed contracts in specific folders, making them easy to access and manage.
