E-signatures

Get it signed today, not after the weekend

Upload a PDF, drag signature fields into place and send it. Your client signs on their phone or laptop, and you get a signing certificate showing exactly when it was sent, viewed and signed.

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14-day free trial · No credit card · Clients are always free

Print, sign, scan, send.Your clients have better things to do.

Paperwork that needs a printer

Half your clients don’t own one, so a two-minute signature turns into a two-week wait.

Another app on the pile

A separate e-signature subscription, with signed copies living outside the rest of the client’s file.

No trail when you need one

When someone asks who signed and when, a scanned page in an email thread doesn’t say much.

How it works

Three steps to a signed document

  1. 1

    Upload a PDF

    Any agreement, authority or consent form you already use.

  2. 2

    Place the fields

    Drag signature, name, date and text fields where the client needs to fill them. Add your own signature too.

  3. 3

    Send and relax

    Deliver it to the client’s portal or by a secure link. Reminders go out automatically until it’s signed.

Built for client paperwork

Everything a signature needs, nothing it doesn’t

Signing

Sign however suits them

Clients type, draw or upload their signature and confirm they agree to be legally bound. No account to create, no app to install.

Audit certificate

A certificate for every document

The signing certificate lists when the document was sent, viewed, signed and completed, with UTC timestamps, IP addresses and a document ID.

Delivery

Portal or private link

Send it to the client’s portal, or share a unique link that can’t be guessed. Add a password and an expiry date if you like.

Follow-up

Reminders that chase for you

Set a reminder schedule once. Portalstack nudges the client until the document is signed, and the activity log shows each step.

One place for the whole client

Signed documents stay with the client they belong to

Because signing happens inside your client portal, the signed agreement sits next to the client’s forms, files and invoices. No exporting from one tool and filing in another.

  • Get notified when a client opens or signs
  • See what’s pending at a glance
  • Clients sign inside a portal with your logo and colors

Works with the rest of your portal

Proposals & engagement letters

Interactive proposals clients approve online

Client onboarding

Forms, ID checks and tasks in one flow

Document collection

Request files and let reminders do the chasing

Client portal

A branded home for every client

Secure file sharing

Folders per client, with control over every file

Invoicing & payments

One-off and recurring invoices via Stripe

Virtual data rooms

NDA-gated rooms for deals and due diligence

FAQ

E-signatures, answered

Do clients need an account to sign?
No. You can send a document to the client’s portal, or share a unique signing link that works without a login. Links can have a password and an expiry date.
How do clients sign?
They type, draw or upload their signature, and confirm they agree to be legally bound. It works in any browser, on phone or desktop.
What record do I get once a document is signed?
Every signed document includes an audit certificate listing when it was sent, viewed, signed and completed, with UTC timestamps, IP addresses and a unique document ID.
Can my firm sign the document too?
Yes. Add your own signature to the document when you place the fields, then send it to your client to complete.
How many documents can I send for signature?
The Free plan includes 5 e-signature, form and document requests a month. Pro and Premium plans are unlimited.

Get started

Send your first document for signature in minutes

Start a free trial, upload a PDF and see the signing experience from your client’s side.

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14-day free trial · No credit card · Clients are always free