Get the order form signed before the quarter ends
Send the order form while the buyer is still on the call. It goes to the buyer, then the CFO, in order, and you see who has opened it.
- Buyers sign without an account
- Signing order on every plan
- API on Business
- Annual value
- $24,000
- Seats
- 40
- Term
- 12 months
- Starts
- 1 Oct 2026
Priya Nair
Ben Cole
- Activity
- Sent to Priya, then Ben 15:02
- Priya signed 15:20
- Ben signed 16:48
- Sealed PDF emailed to everyone 16:48
Where deals stall after the yes
Rarely on price. Usually between the verbal yes and the second signature.
The verbal yes on Friday
Send the order form from a template before the call ends, with the price and seats already filled in.
The CFO nobody put on the email
Set the signing order: the buyer signs, then the CFO is asked. Each one only when it's their turn.
The contract sitting unopened
See who has opened it and who hasn't, and let reminders go out before the end of the quarter.
The pricing that's out of date
An expiry date on the order form, so last quarter's discount can't be signed next quarter.
Across the sales cycle
Most deals pass the same few documents between the rep and the buyer.
First conversations
Confidentiality before the product roadmap or pricing is shared.
- Mutual NDA
Closing
The price, the term and the start date, signed by whoever holds the budget.
- Order form
- Quote acceptance
Larger deals
The master agreement that every later order sits under.
- MSA
- DPA
- Order form
Renewals
Another year on new terms, sent before the old ones run out.
- Renewal order
- Price change
Partners & resellers
The terms your channel sells on, signed once per partner.
- Reseller agreement
- Referral agreement
Pilots
A trial with a start date, an end date and what success means.
- Pilot agreement
- Proof of concept
From the quote to a countersigned deal
Set the order form up once. Each deal after that is the account, the price and the signers.
Order forms the whole team sends
Upload your order form, place the fields for the buyer and the approver, and save it as a template the team shares.
- Roles like Buyer and Finance approver
- Price, seats and dates filled in before sending
- Unlimited templates on Business
- Send from your own systems with the API
There's no built-in CRM app; the API sends from a template.
Each signer, in the order you set
The buyer signs first, then the next person is asked. Nobody needs an account, and it works on a phone.
- Signing order across the buyer's team
- Automatic reminders
- An expiry date on the pricing
- Send them to your own page when they finish
Reminders and expiry dates are on Personal and Business.
The countersigned PDF, for finance and legal
When the last signer finishes, the PDF is sealed and emailed to everyone, with an audit certificate behind it.
- Sealed PDF, so any later edit shows
- Audit certificate with every signer's email and time
- Shared in the team workspace
- Void and resend if the terms change before signing
The sealed PDF and audit trail are on every plan, Free included.
The plan that fits sales teams
Business covers a sales team: unlimited documents, shared templates, your branding and the API. Personal suits one rep sending up to 25 a month.
Compare every plan →$10.39 / mo
billed annually, or $12.99 monthly
- 5 reusable templates
- Automatic reminders & expiration dates
- Signer verification by email & SMS
- Secure share links — password & expiry
- 25 MB per file · 5 GB storage
$23.99 / user / mo
billed annually, or $29.99 monthly · 2 users minimum
- Everything in Personal, plus
- Team members & roles
- Custom branding
- API access
- 50 MB per file · 100 GB storage
What sales teams ask first
Anything else, write to us. A person answers.
[email protected]Does the buyer need an account?
No. Each signer opens the link from their email and signs in the browser, on any device. Only your team needs accounts.
Can the buyer and their CFO sign in order?
Yes. Set a signing order and each person is asked only once the one before has signed. Or send to everyone at once.
Does it connect to Salesforce or HubSpot?
Not with a built-in app. On Business, the API sends a document from a template with its fields filled in, and reports its status, so you can connect it from your own systems.
Can I see if the buyer has opened it?
Yes. Each signer shows as sent, opened or signed, and the audit certificate records the time of each.
Can I stop old pricing being signed?
Set an expiry date when you send it. After that date the link stops working, and you can send an updated order form instead.
How is Business priced?
Per person, with at least two, and no monthly limit on documents. Each seat is $23.99 a month on annual billing or $29.99 monthly.
Send your next order form today
Free to start, no card needed. Send the next order form from here and watch it move from buyer to CFO.