Use cases
Ways to use SignMaster.
Real workflows, from one contract sent to a whole spreadsheet to every answer to a template in one table. Each one, step by step.
- Send contracts from an Excel file, one per rowTurn an Excel sheet into personal contracts: one envelope per row, each with that person's name, price and terms filled in, sent and tracked from SignMaster.
- Mail merge contracts and get every copy e-signedMail merge for contracts that need signatures: one template, one spreadsheet, and a personal envelope per row with that row's names, fees and dates filled in.
- Send one contract to hundreds of people to e-signSend the same agreement to a list of hundreds as private envelopes, then see who signed, who's stuck and whose email bounced, with reminders chasing the rest.
- Set a signing order: who signs first, second, lastRoute a document to signers one at a time, all at once, or in a mix where two people share a turn. Each person is emailed the moment it's their turn to sign.
- Automatic signing reminders that chase for youSet reminders daily, every 3 days or weekly, add a sign-by date that speeds them up near the deadline, and nudge anyone by hand with one Remind button.
- Signing links that expire after 7, 30 or 90 daysSet signing links to stop working 7, 30, 60 or 90 days after you send, so an old price or offer can't be signed months later. Know when to use a sign-by date.
- Access codes for signers: lock a document by codeProtect a sensitive document with an access code: one you share by phone, or a one-time code SignMaster emails the signer. Set per signer, logged on the record.
- Public signing link: a form anyone can sign onlineTurn a template into a public signing link or QR code. Each visitor enters their name, fills the form and signs their own copy; your team countersigns after.
- Embedded signing: let customers sign inside your appEmbed SignMaster's signing page in your own site or portal with one API call. Show it in an iframe or redirect, then get the result back as an event.
- Collect files and photos from signers as they signAsk signers to upload a PDF or photo as they sign: an insurance certificate, a license, a site photo. Files join the signed PDF, each listed with its hash.
- Approve instead of sign: one-tap document approvalsAdd an Approve button for people who need to agree, not sign: a manager signing off a price, a client okaying a design proof. Recorded like a signature.
- Let signers decline with a reason, not silenceSigners can decline with a note, request changes, or ask a question first. You see the reason at once, and the envelope closes so nobody signs by mistake.
- Countersign after the client signs, in one tapSend the contract so the client signs first and you sign last. SignMaster emails you when it's your turn, and your saved signature finishes it in one tap.
- Initials on every page without placing each onePlace an initials field once and copy it to every page, or every page after this one. Signers adopt their initials once, then each box takes a single tap.
- Redact a PDF before you send it for signatureRemove account numbers, other clients' names or internal notes from a PDF before it goes out for signature. The content under each box is deleted, not covered.
- Merge PDFs into one envelope and sign them onceSend a contract, a disclosure and a W-9 together: upload several PDFs or combine templates into one envelope, sign it all at once, and get back one signed PDF.
- Split a PDF and send only the pages to be signedPull the pages that need signing out of a long PDF, or break one scan into separate documents. Three ways to do it, and when sending the full packet is wiser.
- Password-protect a signed PDF before you share itSignMaster sends signed PDFs without a password. How to add one to a copy for sharing, what protects the document before then, and what a password changes.
- Team workspaces and roles for e-signaturesShare templates and contacts across your team, and decide who sends, who sees whose envelopes, who exports data and who manages billing. Custom roles too.
- Your logo and color on signing pages and emailsShow your logo and brand color on the signing page, the signing emails and the certificate of completion, so customers know the contract is from you.
- Send contracts from Google Sheets, one per rowSend a personal contract to every row of a Google Sheet with a CSV download or a copy and paste, then bring what signers filled in back into a sheet.
- Correct an envelope after sending, without voidingFix a wrong email, a missing field, the signing order or the message after an envelope is out, without voiding it. Signatures already made stay put.
- Void an envelope: cancel a contract sent to signVoid an envelope to stop everyone's signing link at once, with an optional note in the cancellation email. When to void, when to correct, and what happens next.
- The signed copy and its certificate of completionWhen the last person signs, everyone gets one PDF: the signed documents plus a certificate of completion showing who signed, when, from where and how.
- Tamper-evident signed PDFs you can check yourselfEvery signed SignMaster PDF has a SHA-256 fingerprint, page stamps and a certificate. How to check a copy against it on a Mac or PC in under a minute.
- Collect what signers fill in as clean JSONPull the values signers enter as JSON: a download for every response to a template, an API call per envelope, or a webhook the moment each one is signed.
- Send signer data to your other apps with webhooksUse webhooks to send each signed contract's answers to your CRM, a spreadsheet or a team chat through Zapier, Make or n8n, with no retyping and no code.
- Every answer to a template in one tableThe Responses tab puts what everyone filled in on a template into one table: one row per envelope, one column per field. Filter it, then download CSV or JSON.
- Save signers to your contacts automaticallySignMaster saves the people you send to as contacts, and when they sign, adds the phone number and company they typed in, filling blanks without overwriting.
- Get a contract signed from a text message linkSignMaster emails signing links and doesn't send texts, but you can copy any signer's private link and text it from your own phone in seconds. Here's how.
- Lien waivers with every payment, collected onlineSend conditional waivers with each draw, swap to unconditional once checks clear, and see who has signed in one table. A pay-cycle routine for GCs and subs.
- Subcontractor onboarding packet in one envelopePut the subcontract, the W-9, an insurance certificate upload and your safety rules in one envelope. The sub completes all of it on a phone in one sitting.
- Roofing insurance claim paperwork, signed on siteInspection authorization, contingency agreement, scope, direction to pay and photos: how roofers get each claim document signed, and where state rules differ.
- Front-desk waivers with a QR code guests scanPrint a QR code for your waiver so walk-ins sign on their own phones before they reach the counter. Setup, a shared tablet, minors and finding waivers later.
- Rental applications with ID and pay stub uploadsTake rental applications online with a photo ID and proof of income attached, from a listing link or a direct send, with access codes and fair housing care.
- Job completion sign-off with photos of the workGet the customer's sign-off at the final walk-through, with photos of the finished work in the same signed PDF and any punch list written in their own words.
- Collect certificates of insurance from subs and vendorsRequest COIs from subs and vendors with an upload field, chase them with reminders and keep policy dates in one table, plus what SignMaster won't track.
- Scan and send paper contracts for e-signatureWhen a contract shows up on paper, scan it with your phone and send it for signature, or turn the paper form you use every week into a reusable template.
- Quotes customers accept and sign on their phoneLet customers accept a quote on their phone: pick an option, watch the total update, then sign or tap Approve. In person at the visit, or by an expiring link.
- Change orders signed before the extra work startsA change order rule your crew can keep: a template filled in minutes, signed in person or from a texted link, with reminders and a record that protects payment.