Electronic Signatures, Smart Forms & Document Workflows | Better Sales Pro

E-signatures

E-Signatures

Sign. Send. Done.

Prepare, send, sign, and manage documents securely with Better Sales Pro — from simple agreements to advanced multi-recipient workflows.

  • Legally designed e-signature workflows
  • Audit trails and real-time status
  • Secure document access controls
  • Works on desktop, tablet, and phone
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  • Connected to your CRM
  • Templates, merge fields, and Smart Forms
  • Certificate of completion
Trusted by businesses that close more deals

Send for Signature

Send documents to one or multiple recipients.

Track in Real Time

See when documents are sent, viewed, signed, completed, or expired.

Audit Trail

Maintain a complete history of document activity.

Reminders

Send reminders and schedule follow-up so signing keeps moving.

Secure Document Workflows

Protect documents and access with modern security controls.

Mobile Friendly

Recipients can review and sign from any device.

Advanced document editor

The World’s Most Powerful Document Editor

Prepare complex documents, configure signer fields, manage pages, and build reusable workflows — all without leaving Better Sales Pro.

Explore the Editor

See all editor features →

Fields & inputs

Signature Initials Text Date Checkbox Radio Dropdown Stamp Image Attachment Merge field Note

Merge fields

Automatically populate documents with data already stored in Better Sales Pro.

Contact name Company Address Project data Invoice values Dates Custom fields

Explore Merge Fields

Page management

  • Drag and reorder pages
  • Duplicate, delete, hide, or replace a page
  • Rotate and insert pages
  • Move or extract pages between positions

Multi-page actions

Use Ctrl/Command or Shift to select multiple pages at once, then delete, hide, duplicate, move, or reorder them together.

Ctrl / ⌘ select Shift range ⌘A select all ⌘D duplicate

Document preparation

  • Drag-and-drop, resize, and copy fields
  • Align fields and assign them to recipients
  • Required or optional, read-only, labels, and defaults

Document enhancements

  • Redact, highlight, and strikethrough
  • Image and attachment fields
  • Page notes and replacement history
Smart Forms

Smart Forms That Do More Than Collect Data

Turn Better Sales Pro document templates into intelligent forms that collect information, generate documents, capture signatures, and trigger workflows.

  • Public, unique, login, client, password, or API access
  • Populate merge fields from submitted data
  • Sign inline, send for signature, or generate only
  • Notify staff, save to Drive or a project, and run automations
Explore Smart Forms
Share link Customer completes form Document generated Signature captured Saved to Better Sales Pro Automation triggered
Bulk send

Send to many. Get signed faster.

Send one document template to many recipients while automatically personalizing each copy with recipient-specific merge data.

  • Individual signing links from a CSV import
  • Recipient-specific merge data on every copy
  • Per-recipient status as packets move
  • Reminders when someone still needs to sign
Try Bulk Send
1. Upload document → 2. Add recipients → 3. Review & send
NameEmailRoleStatus
John Smithjohn@acme.coSignerSent
Sarah Johnsonsarah@northwind.ioSignerViewed
Marcus Leemlee@example.comSignerPending
Elena Ruizelena@studio.devSignerSigned
Document templates

Create once. Use forever.

Save your best agreements as templates with pre-positioned fields, signer roles, merge fields, locked language, reusable pages, branding, and a default recipient structure.

  • Reusable layouts with locked legal language
  • Merge fields for names, dates, and pricing
  • Use the same template in packets and Smart Forms
Browse Templates

Sales proposal

Pricing, scope, and terms in a polished package.

Service agreement

MSAs and SOWs with clear deliverables.

NDA

Mutual or one-way confidentiality in minutes.

Client intake

Collect details, then generate the signed packet.

Know Exactly Where Every Document Stands

Every document stays visible from preparation through completion — with recipient activity, reminders, and audit history in one place.

4Draft
12Sent
6Pending
28Completed
3Waiting
1Declined
2Expired
1Cancelled

View Document Tracking

Automation

Documents That Move Your Work Forward

Connect document events to Better Sales Pro automation so your team can act when something is submitted, generated, signed, declined, or expired.

  • Notify staff and send a completed copy
  • Save the file and create a follow-up task
  • Call a webhook or start another Smart Form
  • Schedule a reminder when signing stalls
Explore Automation

Signatures, Reviews, and More

Assign each recipient the access they need: signature required, in-person signature, view only, or view and edit.

Sales rep prepares Internal view & edit Client signature View-only copy

Sign Anywhere

Recipients can review and sign documents from desktop, tablet, or phone without complicated setup — with guided fields, signature capture, and a completion confirmation.

E-Signatures Connected to Your Entire Business

Populate documents from customer data, attach completed files to the right record, and keep follow-up work inside Better Sales Pro.

CRM Contacts Deals Invoices Payments File Drive Tasks Automation Email API & Webhooks
Developer ready

Build E-Signatures Into Your Own Workflows

Use the Better Sales Pro API and webhooks to create custom document and signature experiences for your applications, portals, and enterprise workflows.

  • Load and add signature data
  • Read Smart Form schema and accept submissions
  • Populate merge fields in-product, then complete via API
  • Receive completion events through webhooks and automation
View E-Sign API Docs 
# Documented partner methods
POST /admin/api/loadSignature
POST /admin/api/addSignature

# Smart Forms
GET  /api/v1/esign/smart-forms/{id}/schema
POST /api/v1/esign/smart-forms/{id}/submissions

token=YOUR_TOKEN

Secure. Reliable. Built for Business.

Keep agreements and customer data protected with access controls, a recorded audit trail, and a certificate of completion you can verify.

Encryption in transit Documents protected as they move between signer and server
ESIGN & UETA ready Designed for compliant U.S. electronic signature workflows
Audit trail & certificate Signer activity, timestamps, and a completion certificate
Role-based access E-Sign view, create, and edit permissions in Better Sales Pro
  • Draft saved with page and field changes
  • Sent — delivery recorded for each recipient
  • Viewed and signed with timestamps
  • Certificate of completion available to verify

Learn about permissions

Simple, transparent pricing

Choose the plan that fits you

Every plan includes core e-signatures, reminders, and an audit trail. Upgrade when you need bulk send, branding, and API access.

Starter

$19/mo
  • 5 templates & 25 sends / mo
  • Mobile-friendly signing
  • Email reminders
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Most popular

Professional

$39/mo
  • Unlimited templates
  • Bulk send & merge fields
  • Custom branding & logo
  • Priority email support
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Business

$79/mo
  • Everything in Professional
  • Team permissions for E-Sign
  • Smart Forms completion actions
  • API & webhook events
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Packet allowances and add-ons are billed inside your Better Sales Pro account. A limited free monthly allowance is included before a paid plan is required.

E-Signature FAQs

Are Better Sales Pro electronic signatures legally binding?
Better Sales Pro is designed for electronic signature workflows consistent with the U.S. ESIGN Act and UETA, including signer consent, document presentation, and a recorded audit trail. Legal requirements can vary by document type and jurisdiction—your team should confirm fit for the agreements you send.
Can I create reusable templates?
Yes. Save packets as templates with pre-positioned fields, signer assignments, merge fields, and branding so you can send the same agreement again without starting from scratch.
Can I send one document to multiple recipients?
Yes. Add multiple recipients to a packet, or use bulk send with a CSV import to create personalized copies. Each recipient gets their own signing experience and status.
Can I add merge fields?
Yes. Merge fields can pull contact, company, project, contract, invoice catalog, payment, staff, and custom-field data already stored in Better Sales Pro, and Smart Forms can overlay submitted values.
Can I create Smart Forms?
Yes. Smart Forms turn document templates into shareable forms that collect information, generate documents, capture signatures, and run completion actions you configure.
Can documents trigger automations?
Yes. Smart Forms can run actions when a form is submitted, a document is generated, signing starts, all signers finish, a packet is declined, or it expires—such as notify staff, save the file, send a copy, create a task, call a webhook, or schedule a reminder.
Can I track who viewed or signed a document?
Yes. Packet lists show draft, sent, pending, waiting, completed, expired, and cancelled states. Recipient activity includes viewed, signed, and declined, with timestamps in the audit trail.
Can customers sign on mobile?
Yes. Recipients can open their signing link on desktop, tablet, or phone, move through required fields, capture a signature, and finish without installing an app.
Can developers use the E-Sign API?
Yes. Documented partner methods include loading and adding signature data. Smart Forms also expose schema and submission endpoints, and completion can notify your systems through webhooks and automation. See the E-Sign API docs for what is available today.
Where are completed documents stored?
Completed packets stay in E-Signatures. You can also save files to Drive and attach them to projects, contacts, and other records using packet and Smart Form completion actions.

Ready to Simplify Your Document Workflow?

Prepare, send, sign, automate, and store documents — all inside Better Sales Pro.

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Advanced document editor
Smart Forms
Reusable templates
Automation
API & webhooks
Audit trail