PDF editing plus e-signatures

Upload the PDF, edit it, send it for signature, and keep verifiable proof.

SignApprove combines document prep, PDF editing, e-signatures, balance tracking, client portals, and audit records in one workflow. Live client payment collection is still in private provider validation.

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Upload, edit, send Legally-aware audit trail Client portal Invoice and balance tracking

Signature requested Maria Johnson

PDF edited

$4,800

Deposit due after signature

PDF uploaded

Text and fields edited

Sent for signature

Balance tracked

Audit certificate

Contractors Agencies Consultants Real estate Legal document services Field service

Upload, edit, send

Your advantage is the workflow before the signature.

Most signing tools assume the document is already perfect. SignApprove helps teams prepare the PDF, edit the document, place fields, send for signature, track the related balance, and store proof without bouncing between tools. New to the process? Read how to sign a PDF electronically or the PDF preparation checklist.

Upload any PDF

Start from your existing proposal, contract, intake packet, estimate, waiver, or service agreement.

Edit and prepare it

Redact, replace text, add fields, prep pages, and turn a static PDF into a client-ready signing package.

Send a secure signing link

The client reviews and completes required fields through the signing flow. The separate client portal shows agreement and balance status and accepts messages.

Track the balance and proof

Record deposits or balances, then store signed PDFs, hashes, timestamps, and audit certificates. Live client checkout is not generally available yet.

The workflow gap

Signing is only one part of the document job.

The workflow starts before signature: upload the document, fix the PDF, add signing fields, send it, track the related balance, and keep the audit record. The CRM stays lightweight because the document package is the center of the workflow.

Typical e-signature toolUpload a finished document, place fields, send for signature.

SignApproveUpload, edit, prepare, send, sign, track balances, store proof.

Typical PDF editorEdit the file, then export it and use another tool for signatures and business follow-up.

Built-in PDF workbench

Prepare documents without leaving the signing workflow.

Turn messy PDFs into signature-ready packages. This is the practical difference buyers understand immediately: fewer tools, fewer exports, fewer mistakes.

UploadBring in contracts, proposals, estimates, waivers, disclosures, and intake packets.

EditReplace text, redact sensitive details, whiteout sections, reorganize pages, merge, split, flatten, and OCR when needed.

PrepareAdd signer fields, dates, initials, checkboxes, recipient roles, and required completion rules.

SendDeliver a secure link for review and e-signature, then manage status, balances, messages, and final records in the connected workspace and portal.

SEO-friendly industry pages

Market the same core platform to many industries with specific templates.

Each vertical can have its own landing page, language, package examples, forms, balance workflow, and agreement templates while the product stays operationally focused.

ContractorsEstimates, change orders, deposits, and completion approvals.View template kit AgenciesProposals, retainers, SOWs, change requests, and milestone payments.View template kit Coaches & ConsultantsService agreements, intake forms, payment plans, and renewals.View template kit Real EstateDisclosures, rental packets, application fees, and service addenda.View template kit Medical & WellnessIntake packets, consent forms, care plans, and package payments.View template kit Legal Document ServicesClient intake, engagement letters, document delivery, and review approvals.View template kit Event ServicesBooking contracts, deposits, cancellation terms, and day-of approvals.View template kit Auto ServicesRepair authorizations, estimates, financing acknowledgments, and pickups.View template kit Home ServicesRecurring service agreements, card-on-file approvals, and work authorizations.View template kit Staffing & RecruitingPlacement agreements, onboarding packets, fee approvals, and client terms.View template kit Education & TrainingEnrollment forms, tuition plans, waivers, and program completion approvals.View template kit NonprofitsPledge agreements, sponsorship packages, donor forms, and volunteer waivers.View template kit

Audit-ready by design

Confidence for the client and better records for your team.

Every signed package can include consent capture, timestamps, signer metadata, document hashes, tamper-evident audit events, and a downloadable certificate. Learn what those records do—and do not—show in the electronic-signature audit trail guide.

E-signature records

Store signed PDFs, signer identity details, IP address, user agent, and completion timestamps.

Document integrity

Original and signed files are hashed so your team can verify that stored records have not changed.

Private deployment

Run the platform behind your own domain with HTTPS, private internal services, and branded tenant settings.

Electronic signature knowledge base

Build a clearer PDF signing workflow.

Use practical, source-grounded guides to prepare documents, route online signatures, distinguish electronic and digital signatures, and retain useful evidence. Legal topics include primary-source links and careful caveats.

Electronic signature basics

How to Sign a PDF Electronically: A Practical Step-by-Step Guide

Learn how to review, fill, sign, and retain a PDF electronically, with checks for field placement, mobile use, multi-party routing, and audit records.

Read guide

Electronic signature basics

Electronic Signature vs. Digital Signature: What’s the Difference?

Understand the difference between an electronic signature and a cryptographic digital signature, including what each term can—and cannot—prove.

Read guide

Legal and compliance basics

Are Electronic Signatures Legally Binding? A Practical U.S. Guide

A careful U.S.-focused guide to electronic-signature validity, consent, intent, attribution, record retention, exceptions, and when to ask qualified counsel.

Read guide

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Private early access

Tell us which workflow you want to validate.

Public self-service signup, subscription checkout, and published pricing are not open yet. The request form records your interest for a manually reviewed early-access pilot.

Agreement pilot

Early access

Validate PDF preparation, e-signature, and audit-certificate workflows with the SignApprove team.

Request access

Operations pilot

Early access

Evaluate document prep, portals, reminders, and balance tracking. Live client checkout is excluded until provider validation is complete.

Request access

Team pilot

Early access

Evaluate roles, shared templates, API surfaces, reporting, and administrative controls.

Request access

SignApprove

Give every client a cleaner way to review, sign, and approve.

Request early access Compare workflows