Send contracts that
sign themselves off.
Build a service agreement, waiver, or estimate from a ready-made template, send it for signature by email, and get a finalized PDF back with a tamper-evident audit trail, automated CRM pipeline progression to Won, and instant deposit invoice generation.
How online document signing works
Four steps from blank page to a countersigned PDF in your client record. No printing, no scanning, no chasing.
Start from a template
Pick from 25 business document templates, upload your own PDF or Word file, or write one from scratch in the built-in editor.
Place the fields
Drop signature, initials, date, text, and checkbox fields onto the page and assign each one to a specific signer.
Send a secure link
Each recipient gets their own expiring link by email. No account, no app download: they sign in the browser.
Auto-advance & Invoice
Completed contracts automatically move deals to Won and draft the initial deposit invoice with a Stripe payment link.
Built for the paperwork service businesses actually send
Most e-signature tools stop at "upload a PDF." Scheduling Studio connects signing directly to your CRM sales pipeline and invoice checkout.
Quote-to-Contract-to-Invoice
Create a pre-filled contract from any CRM deal with 1 click. When signed, the deal automatically moves to Won and drafts the deposit invoice.
25 ready-made templates
Service agreements, NDAs, proposals, estimates, change orders, intake forms, waivers, membership terms, and more.
Visual document editor
Edit headings, lists, and tables in the browser. Export any template to Word or PDF whenever you need a copy.
Merge fields
Placeholders like client name, service, and date fill themselves in so each document goes out personalized.
Multiple signers
Route one document to several recipients, each with their own fields, link, and completion status.
Tamper-evident audit trail
Every view, signature, reminder, and status change is hash-chained, so the record cannot be quietly rewritten.
Signatures belong next to the booking
A standalone e-signature subscription means one more login, one more bill, and one more place your client paperwork lives. When signing sits inside your scheduling software, the waiver is attached to the appointment and the signed agreement is attached to the client.
- check_circle Send the intake form and waiver as soon as the appointment is booked.
- check_circle Signed documents land in the client record alongside notes and call history.
- check_circle No separate e-signature bill on top of your scheduling subscription.
Document categories included
E-signature questions
How does 1-click quote-to-contract-to-invoice automation work?
When viewing any CRM lead or deal, click Prepare Agreement to auto-fill client details, business information, and deal value into a contract template. Once signed electronically by the client, the CRM deal automatically advances to Won and creates a draft deposit invoice with a Stripe checkout link.
Do my clients need an account to sign?
No. Each signer gets a private link by email and signs in their browser. Nothing to install, no sign-up.
How long is a signing link valid?
Links expire after 30 days by default, and you can set anything from 1 to 90 days when you send the request.
What is recorded in the audit trail?
Sends, views, reminders, signatures, declines, and voids: each stamped with time, IP, and browser, and hash-linked to the event before it.
Can I upload my own contracts?
Yes. Upload an existing PDF or Word document and place signature fields on it, or start from one of the built-in templates and edit it.
Is e-signing included in every plan?
E-signatures are a paid-plan feature, with a signature allowance that depends on your plan. See the pricing page for current limits.
Stop chasing signatures
Send your first agreement in minutes: scheduling, CRM, and e-signing in one account.
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