SIGNATURES

Get Documents Signed Fast Without the Paper Chase

Capture e-signatures from clients directly through your CRM, to streamline approvals and accelerate your sales cycle.

E-Signatures Built Right Into Your CRM

Leveraging the integrated CT Sign tool, users can enable signatures on system-generated proposals as well as custom forms, making it easy for clients to review, approve, and sign documents electronically.

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Proposals with E-Signatures
Enable signatures on system-generated proposals so clients can approve quotes and service agreements without printing or scanning.
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Custom Form Signatures
Add signature fields to any custom form—intake forms, waivers, service agreements—and capture approvals digitally.
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Review, Approve, Sign
Clients can review documents, approve terms, and sign electronically—all in one seamless workflow without leaving the platform.
Every Signed

Every Signed Document Stored in One Place

Every signed document is securely stored in the client's profile, creating a centralized record of approvals and agreements. No more hunting through email attachments or file folders—everything is right where you need it.

  • Check Icon Centralized record keeping All signed documents automatically save to the client profile
  • Check Icon Easy retrieval Find any signed doctunent in seconds, not hours
  • Check Icon Secure storage Documents protected and accessible only to authorized users
  • Check Icon Audit trail See when documents were sent, opened, and signed

Reduce Administrative Steps and Accelerate Approvals

By integrating e-signature capabilities directly into proposals and forms, the system streamlines workflows, reduces administrative steps, and accelerates quote approvals

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The Old Way

  • Check One Generate proposal in CRM
  • Check Two Export to PDF
  • Check Three Email lo client
  • Check Four Wad for client to print
  • Check Five Client signs and scans
  • Check Six Email back to you
  • Check Seven Download and save
  • Check Eigth Manually upload to CRM

  • Clock Icon Days or weeks
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With CT Sign

  • Check One Generate proposal in CRM with e-signature enabled
  • Two Icon Client receives link, reviews and signs electronically
  • Three Icon Signed document automatically saved to client profile

  • Storm Icon Minutes or hours

Brand Every Document with Client-Specific Details

Customize documents with client-specific information, branding and formatting to ensure every interaction is professional and consistent.

Brand Every Document with Client
  • client Icon Client-Specific Information Automatically populate documents with client names, addresses, project details, and custom fields from their CRM record.
  • heart Icon Your Branding Add your logo, colors, and brand elements to every document so clients see a professional, consistent experience.
  • formatting Icon Custom Formatting Control document layout, section order, terms and conditions, and signature placement to match your business needs.

Standardized Processes Across Every Location

Standardize signature processes across franchise locations, maintaining compliance and brand integrity network-wide

  • layer Icon Consistent Compliance Every location uses the same approved document templates and signature processes, ensuring legal compliance across your entire network.
  • document Icon Brand Integrity Maintain consistent branding and professional presentation in every document, regardless of which location sends it.
  • shared Icon Network-Wide Visibility See signature activity and document status across all franchises from one central dashboard.
Standardized Processes

Flexibility Meets Simplicity for a Seamless 
Digital Experience

Quickly approve quotes and documents, improve operational efficiency, reduce turnaround time and provide a seamless digital experience for every engagement.

Improved Operational Efficiency
Improved Operational Efficiency
Eliminate manual document handling, reduce administrative overhead, and let your team focus on revenue-generating activities instead of paperwork.
Reduced Turnaround Time
Reduced Turnaround Time
Get documents signed in minutes instead of days. Faster approvals mean faster project starts and quicker cash flow.
Seamless Digital Experience
Seamless Digital Experience
Clients can sign on any device—desktop, tablet, or phone—making it easy for them to approve documents whenever and wherever they are.

Ready to Ditch the Paper Chase?

See how CT Sign makes getting documents signed fast, secure, and effortless

Team Performance

Frequently Asked Questions

You can send any document type including proposals, contracts, service agreements, consent forms, waivers, and custom forms. The system supports standard templates and custom documents tailored to your business needs.

CT Sign uses bank-level encryption and complies with e-signature laws including ESIGN Act and UETA. All signatures include timestamp verification, IP address tracking, and audit trails for complete legal compliance.

Yes, CT Sign is fully mobile-responsive. Clients can review and sign documents on any device—smartphone, tablet, or desktop—without downloading additional apps.

Signed documents are automatically stored in your CRM with the client's record. You receive instant notifications, and the document status updates in real-time. All signed documents are searchable and accessible whenever needed.

Absolutely. You can add your logo, company colors, custom fields, and client-specific information to every document. Create branded templates that maintain consistency across all client interactions.

Setup is quick and straightforward. Most businesses are sending their first documents within minutes. Our team provides onboarding support, and you can create templates as you go or use our pre-built options.