Document Signing Automation

Priced and issued from the CRM or job record, then accepted with a signature rather than an email saying yes.

Why it pays: An accepted quote becomes a contract and an invoice on its own. Nothing is priced twice, and nothing is billed from memory.

Scope, pricing and terms assembled from the same source as the quote and sent as one signable document — with pricing tables and options where the proposal is doing the selling.

Why it pays: The proposal stops being a PDF somebody has to chase and becomes the moment the deal closes.

Master agreement, statement of work and data processing agreement issued as one pack, countersigned, versioned and filed against the client record.

Why it pays: Delivery can start the day it is signed, because every system behind it already knows that it was.

Issued automatically when a meeting is booked, signed before the call, filed against the company without anyone touching it.

Why it pays: Turns a two-day email exchange into a step in the booking, so the first conversation is the real one.

A variation raised against the original contract, priced, signed, and added to the billing schedule and the delivery plan together.

Why it pays: Unsigned variations are the most common cause of delivered work that never gets invoiced.

A typed name, a drawn signature or a click, accepted as evidence of intent to sign. Valid in the UK under the Electronic Communications Act 2000.

When you need it: Everyday commercial agreements — proposals, quotes, NDAs, purchase orders, job sheets — where identity is already established by the relationship.

A signature uniquely linked to the signatory and to the document, so any change made afterwards is detectable.

When you need it: Higher-value or regulated agreements, where you need to prove who signed and that the document has not moved since.

An advanced signature plus an identity check by a qualified trust service provider — the strongest standing under UK eIDAS.

When you need it: Where the law or the counterparty asks for the electronic equivalent of a witnessed wet signature.

Wills, most land transactions and certain consumer credit agreements sit outside electronic signature in the UK. Deeds can usually be executed electronically but still require a witness.

When you need it: So the exceptions are designed into the process from the start, rather than discovered at the point of signing.

The component that turns “document signed” from an email notification into a recorded state change your systems can act on.

When you need it: Without it, a document can be fully signed while your CRM, your finance system and your delivery team still show it as sent. It is the single most common failure in e-signature projects, and it is invisible until someone asks why the invoice was never raised.