Choose the source
Start from an approved template, write editable wording, convert a Word or PDF document, or upload a finished PDF that only needs signatures.
How SignThat works
From “yes” to signed without the usual chase.
Set up the approved version once. For each agreement, fill what changed, invite every signer and send a clear next step. SignThat keeps everyone in the loop until the final record is ready.
The sender workflow
A familiar process, made easier to repeat.
SignThat brings the steps your team already knows—prepare, personalise, send, follow up and retain—into one calm workflow that is easy for everyone to follow.
- 01CREATE
Save the version your team trusts.
Paste Markdown or styled HTML, add placeholders for details such as client name, fee and start date, then choose which values your team supplies and which fields belong to a recipient. Save defaults for details that rarely change.
- Keep recurring wording and layout consistent
- Preview the finished agreement before sending
- Reuse the same template for downloadable documents
- 02PREPARE AND SEND
Add the details and invite each signer.
Enter what is different this time, assign each field, choose delivery timing and give every recipient an individual secure signing link. Use a remote link for everyday handoffs or a short-lived QR session when someone is nearby.
- Coordinate multiple recipients on one agreement
- Schedule delivery, reminders, validity and expiry
- Add optional consent-based photo evidence when needed
- 03FOLLOW THROUGH
Stay in the loop all the way to done.
The activity trail records delivery, opens, views, reminders and signatures. Your team can see where things stand, scheduled follow-ups keep the agreement moving, and the finished PDF and completion record stay together.
- Follow each recipient separately
- Keep discussion and progress in the workspace
- Download the final document and supporting record
Inside agreement creation
Move from reusable wording to a ready-to-send agreement.
The builder keeps the decisions in a clear order: choose the document, add each recipient, complete the sender fields, then check the final document and delivery. The example below starts from the approved brand-project template and a saved Harbour & Pine customer profile.
A saved customer fills six matching values before the agreement moves on.
Northstar Studio · realistic demo dataSofia Vella, Harbour & Pine, the €6,800 project fee and the agreement controls form one fictional but internally consistent example.
Add people and rules
Select a saved customer or enter up to 20 recipients, then set encryption, review, discussion, evidence, tags, folders and validity.
Complete your part
Fill the sender-owned values beside a live document preview. Recipient-owned fields remain clearly identified for each signer.
Review and send
Confirm the final preview, credit breakdown and email note, then send now, schedule a time or create secure links without emailing.
A real Markdown example
Write naturally. Mark the details that change.
Use familiar Markdown for headings, emphasis and lists. Wrap a changing value in double curly braces, and SignThat detects it as a field you can label, pre-fill and assign to your team or a recipient.
# Brand identity project agreement
This agreement is between **Northstar Studio Ltd**
and **{{client_name}}**.
## Schedule and fee
Work begins on **{{start_date}}**.
The fixed project fee is **{{project_fee}}**.
Client representative: **{{client_representative}}**Project agreement · Northstar Studio
Brand identity project agreement
This agreement is between Northstar Studio Ltd and Harbour & Pine Hotels.
Schedule and fee
Work begins on 3 August 2026. The fixed project fee is €6,800 + VAT.
Client representativeRecipient completes this field
Detect
{{client_name}} becomes a field as you type, while repeated uses remain linked to the same value.
Define
Give it a clear label and choose short text, long text, date or dropdown. Mark it required when the workflow needs an answer.
Assign
Choose “filled by you” for preparation details or “filled by recipient” when the signer should supply the value.
Reuse
Save sensible defaults, preview the result and start each new agreement from the same approved wording.
The source, preview and detected fields stay together.
Northstar Studio · realistic demo dataThe fictional project example shows defaults for the client, date and fee, with one required field left for the recipient.
What the recipient sees
A simple, focused signing step.
A standard recipient opens their unique link, reviews the agreement, completes only their assigned fields and signs—normally without creating a SignThat account. Optional end-to-end encrypted agreements use verified recipient accounts so the browser can obtain the correct decryption key.
Understand storage and encryption →The recipient journey
- Open the secure individual link
- Review the agreement and required fields
- Give any requested evidence consent
- Type, draw or upload a signature
- Download the completed copy while available
AFTER EVERYONE SIGNS
A completed agreement, with the record ready.
The final PDF, recipient events and timestamps stay connected instead of being scattered across inboxes. Standard public signing links remain available for a limited grace period after completion and then expire; matching verified account holders can continue to access their agreement.
Read common signing questions →Your first agreement
Set it up once. Make every next agreement easier.
Open a workspace without a card and turn approved wording into a reusable signing flow.
Create my first template →Buy credits only when you are ready to use them.