E-signatures
Clients sign contracts inline as part of onboarding. No separate signature link, no app switching, no waiting for a DocuSign email. One flow handles intake, signatures, and file collection together.
You send an intake form in one tool and a contract through another. Clients open two links, create two accounts, and lose track of what they completed.
Contract emails sit in spam folders or get buried under other messages. You follow up manually, adding days to a process that should take minutes.
You end up paying for a separate e-signature tool on top of your onboarding software. Two subscriptions, two dashboards, two places to check status.
When signatures live in a separate tool, there is no single record connecting the signed contract to the intake form and uploaded documents.
Drag a signature block into your template. Place it after an agreement, terms of service, or scope of work.
No separate app or account required. The signature field appears inside the same onboarding flow as your forms and file uploads.
Every signature is encrypted and logged with a timestamp, IP address, and browser fingerprint. The audit trail is immutable.
A PDF certificate is generated for each signed document. It includes the signer identity, timestamp, and verification hash for compliance.
Portico e-signatures comply with the US ESIGN Act and EU eIDAS regulation. Each signature captures intent, identity, and an immutable record.
Clients access their onboarding through a magic link. They sign without creating a login, downloading an app, or leaving the browser.
Add signature fields to multiple steps. Collect an NDA at the start and a statement of work later in the same flow.
When a document requires both parties to sign, your team member is notified to countersign after the client completes their signature.
Signed documents are encrypted at rest. Every access is logged so you know who viewed or downloaded a signed document and when.
| Feature | Portico | Content Snare | Clustdoc | HoneyBook | Dubsado | Assembly |
|---|---|---|---|---|---|---|
| Built-in e-signatures | ||||||
| Signatures inline with onboarding | PDF upload only | |||||
| No client account required | ||||||
| Tamper-proof audit trail | Basic | |||||
| Signature certificate (PDF) | ||||||
| Multiple signatures per flow |
Collect signatures, documents, and form responses in one onboarding flow.
Start Free