Product tour

One platform, every step
from draft to signed

A full walkthrough of the builder, e-signature workflow, sharing & analytics, AI generation, and the team features behind every proposal you send.

Builder

A canvas with 50+ content blocks, not a form

Drag blocks freely onto the page — text, images, pricing tables, nine chart types, testimonials, timelines, QR codes, and dedicated signer fields. Rearrange anything, undo/redo, and see every change instantly. Already have a PDF? Import it and drop new blocks or signature fields directly on top, with the original page rendered underneath.

  • Native drag-and-drop, both from the palette and for reordering on the canvas
  • Charts, tables, interactive pricing blocks, and 11 dedicated signer-field types
  • Import an existing PDF and overlay new fields without losing the original layout
  • Vector PDF export — text stays crisp and selectable, never a flattened image
Client Proposal.pdf
Heading
Table
Chart
Signature
Templates

30 ready-made templates, or save your own

Start from a polished template across sales, consulting, marketing, technology, finance, HR, real estate, and ten insurance-specific document types — or build once and save it as a private, reusable template organized into folders.

  • 30 built-in templates across 13 industry categories
  • Private templates with folders to organize your own library
  • Templates ship content-only — signer and form fields are added when you finalize
Sales Proposal
Insurance Renewal
Service Agreement
HR Onboarding
Real Estate Offer
Technology SOW
E-signature

Legally-minded signing, without a separate tool

Add named signers, assign fields to each of them, and enforce signing order — the second signer's link genuinely won't let them sign until the first one has. Every signature captures method (drawn, typed, or uploaded), a required consent checkbox, IP address, user agent, and timestamp into a downloadable audit certificate.

  • Multi-signer documents with server-enforced signing order
  • Draw, type, or upload a signature
  • Decline with a required reason, visible to the document owner
  • Automatic reminders with a cooldown, plus a full signature audit trail
Q4 Proposal 2 of 3 signed
A
Alex RiveraSigned · order 1
M
Maya ChenSigned · order 2
J
Jordan LeeWaiting on order 2
Sharing & analytics

See exactly what happens after you hit send

Share a live, trackable link — with optional password protection and expiry — instead of a static attachment. Every open, block viewed, and device/browser/country is tracked. And every invitation email itself is tracked: sent, delivered, failed, or pending, with a one-click retry when something didn't land.

  • Live web view with password-protected, revocable share links
  • View sessions, time-on-page, device/browser/country breakdown
  • Email delivery tracking (sent/delivered/failed/pending) with retry
  • CSV export of the full engagement history
Share & Analytics
12Views
4Visitors
3m 40sAvg. time
Delivered Failed Pending
AI

Describe it, then refine it in place

Generate a fully editable multi-page draft from a plain-language prompt, streamed live as it's written. Then rephrase, shorten, expand, or fix grammar on any block with one click, or chat with AI to edit the whole document at once.

  • Prompt-to-document generation, streamed with live progress
  • One-click text actions: rephrase, shorten, expand, fix grammar, bulletize
  • Full-document chat refine — describe a change, AI applies it
  • Flexible AI usage options for teams that need higher volume
"3-page proposal for a website redesign, $12k budget"
Built for teams

Made to look like
your company

Custom branding and real team collaboration — available on Starter and Professional plans.

Custom branding

Your logo, colors, footer text, and up to 5 custom fonts — applied automatically to outgoing emails, the signer viewer, and the signing certificate. New documents pick up your brand by default.

Send from your own address

Connect your own SMTP or SendGrid account so invitations and reminders send from your domain, not a shared platform address.

Team workspaces

Admin, editor, and viewer roles; a real invite-accept flow; ownership transfer; and a shared activity feed — up to 3 seats on Starter, 10 on Professional.

Built with security in mind

Encrypted connected settings, private signed-document storage, and audited account actions. See the Security page →

See it for yourself —
free to get started.

Create a free account to try every block, save your work, share it, and collect signatures.