OnTask is an eSignature and workflow automation solution backed by the creators of Accusoft. The Tampa-based company is changing the way companies collect signatures on crucial documents and serves businesses large and small across a variety of industries.
eSignatures from OnTask are legally binding as well as HIPAA, FERPA, SOC 2, and CCPA compliant. Unlike competitors, OnTask has transparent per-transaction pricing with no surprise charges or fees. OnTask comes with a number of great features that make it possible to get a document signed once or create a reusable template.
OnTask cuts out follow-ups and extra steps seamlessly. Powered by automation, OnTask eSignature allows you to quickly send documents for review and signature, and takes care of the rest of the routing and follow-ups for you. Conditional logic and built-in reminders are what make this possible in OnTask. When it’s time to send documents for signature, users can send via link, email, QR code, or even SMS text. Accessible from any device, OnTask takes the hassle out of getting signatures.
Centrally create and manage professional company email signatures for all Gmail users across all devices. Unleash the marketing potential of your emails by creating campaign-related signatures.
PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.
SignatureSatori puts a sharp tool in people's hands to make their signature and qualities stand out in the online world and supports them in important work and life decisions. ✉️ Managing email signatures manually can be a hassle, especially for growing teams. That’s where SignatureSatori comes in! Our solution allows for centralized management and automation, turning every email into a powerful marketing tool. And thanks to seamless integration with Google Workspace, it all happens effortlessly. ✨ What does this mean for your business? ✅ Consistent branding across all employee emails ✅ Professional-looking signatures that enhance your brand image ✅ Automated updates – no more IT headaches! ✅ Create and deploy signatures for all employees in just 5 minutes ⏳ Join our 900K+ worldwide users who rely on SignatureSatori to enhance their online presence and unlock the full potential of their email signatures. 💡 Visit our website signaturesatori.com to learn more and start creating signatures that signify success! Benefits: ✅ Consistent branding across all employee emails ✅ Professional-looking signatures that enhance your brand image ✅ Automated updates – no more IT headaches! ✅ Create and deploy signatures for all employees in just 5 minutes ⏳ ✅ Signature templates & HTML editor ✅ In sync with Google Directory ✅ Different template for each team ✅ ISO 27001 certification ✅ GDPR compliant ✅ No use of SMTP
Signority is a cloud-based e-signature platform it offers a paperless online digital signature solution to access, verify, sign and certify documents from anywhere in the world.
Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations.
Key Features and Functionality:
- Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members.
- Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems.
- eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location.
- Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance.
- Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency.
Primary Value and Solutions Provided:
Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks.
WP Digital eSignature transforms any WordPress website into a secure, legally binding and customizable document signing application (but without the monthly fees).
eimmigration is the most comprehensive all-in-one immigration law software, case management software, and practice management software for modern legal professionals and firms of all sizes in the immigration space. The software is cloud-based, maintains a fast intuitive UI, comes with a responsive and knowledgeable support team, and offers the most functionality in the industry, including: Immigration-specific Case Management, CRM + Client Management, Robust Forms Management with Cerenade’s proprietary e-Forms engine, e-Filing (for the most forms in the industry, including all USCIS forms), Workflow Automation, Document Assembly, Client Intake and Questionnaires, Billing, Reporting, Smart Alerts, USCIS & Visa Bulletin Priority Date Tracking, e-Signatures, Instant CBP Data Import, AI-powered productivity features such as Document Summarization and PDF Extraction, and much more. Cerenade also offers modules for practice areas other than immigration. Schedule a demo to see why for two decades, eimmigration has proudly been the go-to productivity boosting solution for more immigration legal practices than any alternative solution.
Zomentum's e-Sign and Payment solutions are designed to streamline the sales process for Managed Service Providers by integrating electronic signature capabilities with efficient payment processing. This unified platform enables businesses to create, negotiate, and finalize contracts seamlessly, while also managing payments within the same system. By automating these critical workflows, Zomentum helps MSPs reduce administrative tasks, accelerate deal closures, and enhance overall operational efficiency.
Key Features and Functionality:
- Contract Creation and Management: Utilize over 500 dynamic templates to draft professional contracts, automatically converting accepted quotes into business agreements with integrated pricing details and terms.
- Automated e-Signature Workflows: Assign roles and permissions, set custom access controls, and implement conditional logic to route documents efficiently, ensuring secure and expedited approvals.
- Intuitive Signing Experience: Clients can sign documents on any device using various options—type, draw, or upload an image of their signature—with real-time status updates from viewing to completion.
- Centralized Contract Repository: Store all contracts securely in one place, enabling easy access, management, and compliance tracking.
- Integrated Payment Processing: Collect payments for new quotes, recurring charges, and existing collections, with automated reminders and flexible payment options, ensuring timely collections and reducing manual efforts.
- Seamless Integrations: Connect with over 50 popular tools, including accounting software like QuickBooks and Xero, to unify contract management processes and improve productivity.
Primary Value and User Solutions:
Zomentum's e-Sign and Payment solutions address the challenges MSPs face in managing contracts and payments by providing an integrated platform that automates and simplifies these processes. By reducing manual tasks, ensuring secure transactions, and offering real-time insights, Zomentum empowers businesses to close deals faster, maintain compliance, and enhance client satisfaction. This comprehensive approach not only improves operational efficiency but also drives revenue growth by streamlining the entire sales cycle.
Webdox is Latin America’s #1 AI‑Native CLM (Contract Lifecycle Management) platform, delivering a robust, end‑to‑end SaaS solution to automate, simplify, and secure every stage of the contract cycle—from creation and negotiation to e‑signature and post‑execution tracking.
Established in 2012 in Santiago, Chile, Webdox was born from the need to radically improve legal operations. Since then, it has grown to serve over 700 clients across 13 countries in LATAM.
Powered by Artificial Intelligence, the platform enables rapid contract analysis, accurate data extraction, intelligent summaries, and accelerated review cycles—reducing legal processing time from days to minutes.
Webdox integrates seamlessly with the tools companies already rely on—such as Salesforce, WhatsApp, Power BI, Microsoft Word—and with local electronic signature providers in each LATAM country, ensuring regulatory compliance and operational flexibility.
AI Native CLM
Manage your contracts with LATAM’s #1 AI-powered CLM — full local compliance and total flexibility, guaranteed.
GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.
Projul is a cloud-based construction management software built for small to medium sized construction companies including general contractors, remodelers and specialty contractors. Designed for both mobile and desktop, Projul offers lead management, task management, project management, photos & document management, estimating, change orders and reporting metrics.
Projul’s lead management tools include a revolutionary sales pipeline; ensuring leads don’t slip between the cracks of a busy office. Task management tools include a detailed “todo” list for all employees, real-time messaging, and completion status. Project management tools include a linear schedule timeline for simple understanding and provides the ability to manage multiple projects at once. Additionally included are estimates and change orders with eSignature capabilities for customers.
All features are included in every pricing tier. Dedicated customer support is available by phone, email or text message.
Close More Deals. Faster. With Less Friction.
Skyline turns your entire sales process into one simple link your client can’t ignore.
No more PDFs.
No more chasing signatures.
No more messy email threads.
Just one clean, professional deal room where your client can:
View your proposal
Review everything in context
Ask questions
Approve
Sign instantly
All in one place.
Skyline combines proposals, e-signatures, client communication, and onboarding into a single streamlined experience, so nothing gets lost, delayed, or ignored.
The result?
Faster decisions. Higher close rates. Better client experience.
Built for agencies, consultants, and B2B teams who want to:
If your deals are stuck in inboxes… Skyline pulls them out and closes them.
Adobe Acrobat Sign is the top e-signature solution allowing businesses to have a 100% digital workflows that’s trusted, legal and secure both in the office and on the go.
AuditDashboard is an intuitive, web-based platform designed to streamline the information collection process for professionals and their clients. By centralizing document management, electronic signatures, and client communications, it enhances collaboration and efficiency in audit, tax, and cybersecurity engagements. The platform simplifies complex workflows, ensuring a consistent and secure client experience.
Key Features and Functionality:
- PBC (Prepared by Client Request Lists: Facilitates the creation, management, and tracking of client document requests, improving organization and reducing manual follow-ups.
- Electronic Signatures: Integrates legally binding e-signature capabilities, allowing for the seamless signing of proposals, engagement letters, and financial statements.
- Secure File Sharing: Provides a centralized, secure environment for year-round document exchange between professionals and clients.
- Engagement Management: Offers tools to monitor the progress of engagements in real-time, ensuring transparency and accountability.
- Automated Notifications: Keeps all parties informed with automatic updates on request statuses, reducing the need for manual communication.
- User-Friendly Interface: Designed with an intuitive layout, minimizing the learning curve and enhancing user adoption.
Primary Value and Solutions Provided:
AuditDashboard addresses the common challenges of managing client requests and document exchanges by centralizing these processes into a single, secure platform. It eliminates the inefficiencies associated with traditional methods, such as email and spreadsheets, by automating workflows and providing real-time visibility into engagement statuses. This leads to improved client satisfaction, enhanced team collaboration, and increased operational efficiency for accounting firms.
Salesforce Customer Success is a comprehensive suite of services and resources designed to help businesses maximize the value of their Salesforce investments. By offering tailored support, expert guidance, and strategic planning, Salesforce ensures that organizations can effectively implement, adopt, and innovate using their platform.
Key Features and Functionality:
- Success Plans: Three tiers of support—Standard, Premier, and Signature—provide varying levels of resources, guidance, and technical assistance to meet diverse business needs.
- Professional Services: Expert consultants assist with strategic planning, prototyping, implementation, and ongoing innovation to ensure successful deployment and continuous improvement.
- Trailhead and Community Support: Access to self-paced learning modules and a vibrant community of users and experts facilitates skill development and knowledge sharing.
Primary Value and Solutions Provided:
Salesforce Customer Success addresses the challenges businesses face in adopting and optimizing CRM solutions by offering:
- Accelerated Adoption: Guidance and resources to quickly onboard teams and integrate Salesforce into existing workflows.
- Enhanced Productivity: Tools and support that streamline processes, enabling teams to work more efficiently and effectively.
- Continuous Innovation: Strategic insights and best practices that help businesses stay ahead of industry trends and leverage new technologies.
By partnering with Salesforce Customer Success, organizations can achieve their most ambitious goals, drive AI-first innovation, and connect with their customers in new and meaningful ways.
Developing an eSignature integration has never been easier. Legalesign uses a RESTful API that gives developers easy access to all the key functionality of our secure, reliable eSignature platform.
Opstream provides an AI-powered procurement automation platform that streamlines purchasing workflows, enhances vendor management, and improves financial visibility. By integrating with systems like ERPs, eSignature, VRM tools and the like, Opstream.ai enables organizations to automate approvals, sync vendor data, and gain actionable insights, reducing manual effort and accelerating procurement processes.