E-Signatures for
Professional Services

Consulting firms, accounting practices, and professional services organisations use Zignature to sign engagement letters, NDAs, SOWs, and client agreements — faster, legally, and with zero paper.

Free plan available · No credit card required · ESIGN Act compliant

85%
Faster client onboarding
CRM
Sync built in
SOC 2
Type II certified
ESIGN
Act compliant
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Professional Services Templates

Engagement Letters and Client Agreement Templates

Engagement letters, NDAs, statements of work, consulting agreements, retainer agreements, and project change orders — all pre-built with appropriate professional services provisions.

  • Engagement letters — Scope, fees, payment terms, and standard professional services provisions.
  • Consulting agreements — Retainer and project-based agreements with IP and confidentiality provisions.
  • Change orders — Scope change and fee amendment forms with separate signing fields.

Engagement Letters and Client Agreement Templates

Templates for management consulting, IT consulting, accounting, legal, and advisory practices.

Included on all plans
CRM Integration

Sync Client Agreements with Your CRM Pipeline

Connect Zignature to Salesforce, HubSpot, or Pipedrive. Auto-populate engagement letters from deal data, trigger signing when a deal reaches proposal stage, and sync signed status back to your pipeline.

  • Auto-populate from CRM — Client name, scope, and fees populate directly from your deal record.
  • Deal stage triggers — Engagement letter sent automatically when opportunity reaches 'Proposal Sent' stage.
  • Signed status sync — Deal stage advances to 'Closed Won' automatically when client signs.

Sync Client Agreements with Your CRM Pipeline

Two-way CRM sync: pull client data, push signed status to deal records.

Included on all plans
Client Experience

Professional, Branded Signing for Your Clients

Your clients should see your firm's brand — not a generic signing tool. Zignature's white-label signing pages carry your firm's logo, colours, and domain for a seamless, professional client experience.

  • Firm branding — Logo, accent colour, and custom domain on every client signing request.
  • Mobile client signing — Clients sign engagement letters on their phones — no account required.
  • Automatic reminders — Nudge clients to sign without awkward follow-up calls — automated at intervals you set.

Professional, Branded Signing for Your Clients

Custom logo, signing domain, and email branding for a white-glove client signing experience.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Create engagement templates

Set up templates for engagement letters, NDAs, and SOWs — once, then reuse forever.

2

Connect to your CRM

Link Zignature to Salesforce, HubSpot, or Pipedrive to auto-populate from deal data.

3

Send to clients at proposal

One click from your CRM sends a branded engagement letter to the client for signature.

4

Deal closes automatically

When the client signs, your CRM deal stage advances — revenue recognition starts.

Onboard Clients Faster

Start your free trial — no credit card needed.

Frequently Asked Questions

Everything you need to know.

Can Zignature auto-populate engagement letters from our CRM deal data?

Yes. Zignature's CRM integrations with Salesforce, HubSpot, and Pipedrive pull client name, engagement scope, fee amount, and start date directly from the deal record to auto-populate engagement letter templates — eliminating manual data entry.

How do we handle client retainer agreements with monthly auto-renewal?

Zignature's automation rules support contract renewal workflows. When an annual retainer approaches its renewal date, the system auto-sends a new engagement letter with updated terms for client re-signing — maintaining continuous engagement documentation.

Can clients sign engagement letters on their mobile phones?

Yes. Zignature's signing experience is fully mobile-optimised. Clients receive an email with a signing link, tap to open, review the engagement letter, and sign with their finger or stylus — the whole process takes under two minutes on a smartphone.

How do professional services firms handle scope change documentation?

Zignature's change order templates let you quickly create scope amendments that reference the original engagement letter. The client signs the change order electronically, and both documents are linked in the client record for a complete engagement history.

Does Zignature support multi-service-line firms with different template standards?

Yes. Zignature's template management supports multiple teams or service lines with their own template libraries, permission controls, and branding configurations. Each practice can maintain its own engagement letter standards while sharing the central platform.

How do we use Zignature for client NDAs at the start of a pitch process?

Set up a pitch NDA template that auto-fires from your CRM when an opportunity moves to 'Discovery' stage. Clients receive the NDA immediately, sign in minutes, and you have an auditable consent record before any confidential information is shared.

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