CRM & client services · Feature Atlas

DocSigner

Draft it, send it, get it signed. One app.

DocSigner is an AI document and e-signature app. Start from 50+ templates, a guided AI interview, or your own PDF, then drag signature fields on, pick the signing order, and send. Clients sign from their email with no account, and you keep the signed PDF and a completion certificate.

Features: 76
Areas: 15
Levels deep: 2
Coordinate: DS

Visit DocSigner Start free See the DocSigner page

Start here

Create a New Agreement chooser

FeatureOne screen routes you to the right start for what you already have.
AdvantageWhether you have a PDF, a template in mind, or just an idea, you are one click from a draft.
BenefitYou never stare at a blank page wondering where to begin.
Promised Land'I need a contract for this' turns into a draft in minutes, not a week of back-and-forth.

In the product

See DocSigner at work.

DocSigner Reports and Analytics page showing 68 documents sent, a 91% completion rate, 1.4-day average completion time and 112 active signers, a Document Types breakdown led by Service Agreements, Signing Performance bars (62 of 68 completed, 6 pending) with fastest, average and slowest times, and a Recent Activity feed — **Reports & Analytics**Know your completion rate and how fast deals get signed.Explore Signing reports

Agreement Template Library with an AI 'Draft New Document' banner, search bar, category filter chips (General Business, Employment & HR, Sales & Commerce, Real Estate, Financial and more) and template cards for Advertising, Affiliate and Amendment agreements — **Agreement Template Library**Start from a professionally drafted template in any category.Explore Agreement Template Library

DocSigner Pending Signatures page with counts for Awaiting Your Signature, Partially Signed and Total Items, a document ready for you to sign, and your sent agreements showing per-signer progress (2 of 3 signed), a 'Waiting on' callout naming the signer holding it up, and View and Cancel buttons — **Pending Signatures**See exactly who is holding up each deal, then follow up with that one person.Explore Your Documents Awaiting Signatures

Document editorEdit any agreement like a doc, then send it for signing.Explore Rich-text document editor

Create a New Agreement screen with option cards for Use a Template and Create with AI Assistant (marked Recommended), each listing benefits, with Upload and scratch options below — **Create a New Agreement**Pick how you start: template, AI interview, your own PDF or a blank page.Explore Create a New Agreement chooser

Choose Your Document Assistant modal comparing Quick Draft (free, 8-12 question interview) with Professional Grade (recommended, in-depth interview covering edge cases, warranties, dispute resolution, credit-based) — **Choose your document assistant**Choose a fast free draft or a deep, lawyer-grade AI interview.Explore AI document interview

Your Documents list with search, sort, type and status filters, showing a Service Agreement draft at 0 of 2 signers and three completed agreements each at 2 of 2 signers with full progress bars — **Your Documents**Track every document's signers and progress at a glance.Explore Documents list

DocSigner dashboard with four stat cards (Total Documents 4, Pending Signatures 0, Completed 3, This Month 0) above a Recent Documents list showing a Service Agreement draft and three completed agreements — **Dashboard**See every agreement and its status the moment you sign in.Explore Document totals

Areas

Every part of DocSigner.

DS-023 features

Dashboard

Your home screen: four totals and your most recent documents.

DS-033 features

New Document

Four ways to start an agreement: template, AI assistant, upload, or blank page.

DS-047 features

Template Library

50+ professionally drafted agreements in 11 categories, with preview and auto-filled parties.

Agreement Template Library+6

DS-056 features

AI Assistant

A guided interview that writes an editable agreement from plain-language answers.

AI document interview+5

DS-066 features

Document Editor (Drafts)

Edit wording, fill in details, save automatically, download a PDF and prepare the draft for signing.

DS-0711 features

Upload & Prepare for Signing

Five steps: upload, details, signers, fields, signing settings. Then Request Signatures.

DS-086 features

Documents

Every document and saved draft, with search, filters and quick actions.

DS-095 features

Signatures

Sign what is waiting for you and follow the documents you sent.

DS-105 features

Signing a Document

What signers see: a secure link, highlighted fields, draw or type, Finish & Sign.

DS-113 features

Tracking & Certificates

Follow progress and download the original, the signed PDF and the completion certificate.

DS-124 features

Profiles

Your company, your authorized signers, and the companies you send to.

DS-132 features

Reports

Completion rate, signing speed, document mix, recent activity and Excel export.

DS-143 features

Credits

AI credit balance, low-balance warning and top-up through ScaleCredits.

DS-154 features

Help & Admin

Public searchable User Guide, public website, help desk, and admin AI model settings.