Close contracts, formalize proposals, and collect delivery sign-offs with electronic signatures: the client signs through the link, wherever they are. For consultancies, agencies, firms, and service companies that live on proposals, contracts, and deadlines.
From proposal to wrap-up: what consultancies, agencies and service companies send for signature most.
The client records a formal acceptance of pricing, deliverables and conditions, instead of an ok lost in the conversation.
The document that sustains the relationship: parties, scope, SLA and payment terms signed by whoever hires and whoever delivers.
For the monthly client, the retainer fixes the hour bank, expected deliverables and the fee, and renewal stops depending on memory.
Scope grew, the deadline moved, the price was revised? The amendment formalizes the change without reopening the original contract.
Each job inside the contract keeps its own authorization, with service, price and date approved by the client in writing.
Delivered, checked and signed by the client: the sign-off closes the stage and backs the invoice that comes after it.
The client's briefing, numbers and access only circulate after everyone involved in the project has signed the confidentiality agreement.
When the engagement ends off-script, the termination documents the closing and the exit conditions the parties accepted.
A service company's typical closing inside Signater, in four steps.
You publish the envelope with the proposal and the client receives the link by email or WhatsApp. Their acceptance enters the envelope's history, with date and time.
Scope approved, you fill in client, pricing and term on a single-screen form and the service agreement is generated on the spot.
No printing, no extra meeting: they validate the code received by email or WhatsApp and sign in the browser, wherever they are.
If the client or a partner leaves it for later, automatic reminders chase the pending signature while you take care of the next project.
Identity factors configured per signer. Every recorded validation enters the envelope's certificate of completion as evidence.
A 6-digit code reaches the client's registered email and is required at signing time: a simple routine for people who live in their inbox.
The deal already lives on WhatsApp? The confirmation code arrives in the same app, via the Meta Cloud API with pre-approved templates.
You set a password and agree on it with the client at the closing meeting. The signature only moves forward with the correct password.
The nine available factors, from selfie with liveness detection to identity validation through PIX, Brazil's instant-payment system, are on the Identity validation page.
Each card opens the feature's full page, with how it works in detail.
Proposal and standard contract become templates with typed fields and automatic versioning: the wording stays ready, you fill in only what changes.
Several documents and signers in a single signing flow. If nobody finishes by the deadline, the envelope expires on its own.
One vault per client or per project decides who accesses what; search finds the document by identifier, name, description or email.
Completion rate and average signing time show where closings stall, and the audit trail reconstructs case by case.
Yes. An envelope gathers several documents and several signers in a single signing flow: you send once and the client signs everything together. Limits follow the plan: up to 20 documents per envelope on Starter, up to 50 on Business and no limit on Enterprise.
Automatic reminders chase whoever hasn't signed, with no manual work, and you can resend the invitation to unblock a specific closing. If you want a firm deadline, set an expiration date: an envelope not completed by then expires automatically, and the proposal doesn't stay open indefinitely.
With vaults: create one per client or per project and every envelope is born in the vault you choose, so contract, amendments and sign-offs stay in one place. Each completed envelope generates its own certificate of completion with the full history of who signed and how. That way, every change to the contract carries its own evidence.
Yes. Electronic signature laws such as the U.S. ESIGN Act and the EU's eIDAS regulation recognize electronic signatures; in Brazil, private contracts can be signed electronically under MP 2,200-2/2001. Signater produces an advanced electronic signature based on a digital certificate, in the PAdES standard, and each signer's identity validations are recorded in the envelope's certificate of completion.
No. They receive the invitation by email, SMS or WhatsApp, open the document in the browser and sign after validating their identity with the factors you configured. No app, no registration and no digital certificate required.
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Create your free account and send the next proposal today with the contract in the same envelope. Or talk to our specialists to see how Signater fits your company's sales flow.