Electronic signature features

Everything you need to move from “we agree” to signed.

Give your team one clear, repeatable way to prepare the right agreement, guide every signer, keep progress visible and finish with the completed record safely together.

Create my first agreement →See the 3-step workflow →

A reliable starting point

Start with the version your team already trusts.

Save the wording and layout once, keep the details that stay the same, and make only the right fields editable. Each new agreement begins polished, consistent and ready to personalise.

Your approved starting point

Paste Markdown or styled HTML, add placeholders for details such as client, fee and start date, then reuse the structure whenever the same work comes around.

Change only what changed

Pre-fill the values that rarely move so each agreement asks only for the decisions that matter this time.

Finished PDFs when you need them

Use the same template system to create completed, immutable PDF documents without opening a recipient signing workflow.

Coordinate every signer

Make the next step easy for every recipient.

Add everyone who needs to sign, decide which fields belong to each person, and send each one an individual secure link. Standard recipients can review, complete and sign without creating an account.

A simple step for each person

Typed, drawn or uploaded signatures
Recipient-specific fields and progress
Remote links or single-use in-person QR sessions
Optional consent-based photo evidence
Expiry and validity controls

Keep work moving

See what is happening. Keep everyone moving.

Schedule delivery and reminders, then follow opens, views, discussion, signatures and completion in one timeline. Everyone on the team can see what is moving and where a friendly nudge may help.

Friendly follow-ups, already scheduled

Choose when an agreement goes out and let polite reminders run without another diary task.

A clear view of every recipient

See who received, opened, viewed and signed, with one activity trail shared by the workspace.

Everything together at the finish

Keep the final PDF, timestamps and completion record together when the workflow is complete.

Customers and reusable details

Save the client information your team should not retype.

Keep each customer’s trusted contact details and template-specific values in one profile. When someone creates an agreement, selecting that customer fills every matching sender field while leaving the agreement open for a final review.

SignThat customer directory showing four realistic customer profiles, contact details and saved agreement defaults — Actual customer screen
**Contact details and reusable agreement defaults stay easy to find.**
The four fictional profiles show Maltese and international customers, safe example email addresses, current contact details and nine useful custom values.
Northstar Studio · realistic demo data

01 · SAVE ONCE

Trusted contact details

Name, email, organisation, phone and address map automatically to common client_* and customer_* placeholders.

02 · MATCH EXACTLY

Template-specific defaults

Store values such as project_fee, billing_schedule or governing_law. A value is inserted only when the placeholder name matches.

03 · REVIEW THIS TIME

A safe starting point

The creator can adjust any applied value for this agreement without altering what the next teammate will receive from the saved profile.

Profile detail

See exactly what will be reused.

Standard contact fields need no custom rows. The profile editor separates those automatic matches from additional placeholder/value pairs, so a teammate can understand the source of every default before saving.

Actual profile editor

Harbour & Pine carries four project defaults alongside its contact details.

The €6,800 fee, staged billing, 4 August 2026 start date and Maltese governing law are the same values used in the agreement-creation example.

Fictional customer · consistent example

Team roles and boundaries

Give each person the access their work actually needs.

Choose one of six clear starting roles, then narrow access with a department or fine-tune individual permissions. The role guide shows what each preset can see, manage and never reaches before you send an invitation.

Owner

Included seat

Full workspace access, including every record and department.

Manages: Billing, subscriptions, roles, departments, settings, integrations and all work.
Boundary: No workspace restrictions.

Admin

Workspace manager

Runs the workspace, team, templates, integrations and day-to-day work.

Manages: Members below Admin, departments, settings, templates, agreements and customers.
Boundary: No billing, purchases, payment methods, subscriptions or owner-only controls.

Developer

Integration builder

Builds integrations and can create templates, agreements and documents.

Manages: Integrations, content, customers and workspace folders.
Boundary: No billing, team management or workspace settings.

Sales

Department scoped

Works with customers and approved templates inside an assigned department.

Manages: Visible agreements, documents and customer records.
Boundary: No other departments, template editing, billing, team, settings or integrations.

Editor

Content operator

Creates and manages templates, agreements, documents and customers.

Manages: Content and workspace folders within the person’s data boundary.
Boundary: No billing, team management, settings or integrations.

Viewer

Read only

Reads permitted records and department-approved templates without changing them.

Manages: Nothing—the preset is read only.
Boundary: No editing, sending, other departments or credit-spending downloads.

Roles are the starting point

Departments create the firm boundary. Overrides handle the exception.

Assign a department to restrict records and templates to that team, choose which templates the department may use, and adjust a specific permission only when the role preset is not enough. You can also set a monthly credit allocation and an agreement-encryption policy per person.

Department-owned records
Approved template access
Per-person credit limits
Specific permission overrides
Encryption policy

Default recipient emails

Set the wording once, then preview it as a recipient.

Workspace managers can prepare the subject and message for each email SignThat sends. Use placeholders for the recipient, agreement and workspace, then check a realistic live preview before making the wording the default for the team.

SignThat workspace communications settings showing default agreement email wording and a live preview for Sofia Vella — Actual settings screen
**Northstar Studio previews the agreement request for Sofia before saving it.**
The subject and message reuse the same fictional brand-project agreement shown across the customer, template and creation screens.
Northstar Studio · realistic demo data

01 · FIVE TRIGGERS

Wording for each moment

Set separate copy for the agreement request, reminder, approved submission, changes requested and team invitation.

02 · SAFE PLACEHOLDERS

Personal without copy-paste

Use {{recipient_name}}, {{agreement_title}} and {{company_name}}; the live preview substitutes realistic example values.

03 · ONE-OFF CONTROL

Override when it matters

The workspace copy is the default. During final review, the sender can replace the agreement message with a more specific note for that send.

BUILT FOR THE WORKSPACE

Make every handoff feel like part of your business.

Add your logo, brand colour, email message and custom-domain setting. Give departments and roles the right level of control, or connect the workflow to another system with company-scoped API keys and signed webhooks.

Explore API access →

NextFollow the agreement workflow→ProtectCompare storage options→PlanUnderstand pay-as-you-go pricing→

Ready when you are

Make every next signature easier.

Build the reusable version once, then give every agreement a clear path to signed.

Create my workspace →No card to open an account. Add credits from €5.00 when you are ready.