Send it from the CRM. Signed the same day.
Quotes, order forms, sales agreements and renewals. A deal that is verbally closed at eleven should be countersigned by lunch — not waiting on a printer, a scanner or a licence seat.
Template once. Send in thirty seconds, every time after.
Your standard agreement becomes a template with the fields already found and named. A rep picks the template, types a name, an email and a price, and sends. The customer signs on their phone. Nobody drags a signature box onto page 6 at 4:55 on a Friday.
Reminders go out on your schedule. Unsigned envelopes expire on a date you set, so the pipeline report is honest.
- Customer
- Lindiwe Mokoena · Kagiso Logistics
- lindiwe@kagisologistics.co.za
- Contract value
- R 184 000 · 12 months
- Signing order
- 1 · customer → 2 · you (countersign)
- Expires
- In 7 days · reminder on day 3
One call from the deal record. Status back by webhook.
On the API plan, the agreement is created from the opportunity — name, price and term flow in, the signed PDF and audit trail flow back. The rep never leaves the CRM. The spec is public and unauthenticated; read it before you buy.
{
"template": "sales_agreement_v4",
"subjects": {
"customer": { "name": "Lindiwe Mokoena",
"email": "lindiwe@kagisologistics.co.za" },
"signatory": { "user": "me" }
},
"fields": { "contract_value": 184000, "term_months": 12 },
"expires_in_days": 7
}What a rep actually needs.
Your customer's details stay in the country their contract is governed by.
Every offshore signing platform moves personal information out of the country on every send, and your privacy officer has to justify it. Vumasign processes in Google Cloud africa-south1, Johannesburg, under an operator agreement, for a South African responsible party. The question does not arise.
How we talk about POPIAPriced by the envelope. A quote, an agreement and an order form in one send count once.
R7 on Team, R5 on Business, published. Building signing into your own product? The API plan is R500 a month with 50 included, then R10 each.
Sign a real document. Then check the seal yourself.
No account. Sign, download the sealed PDF, open it in Adobe Reader and watch the signature validate. That is what a recipient's lawyer will do in two years.