Use Case · Client Onboarding

Client Onboarding
With E-Signatures

Get clients signed up, documented, and ready to work before day one — service agreements, NDAs, and onboarding packs collected digitally in one seamless flow.

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

85%
Faster client activation
Auto
CRM-triggered
SOC 2
Type II certified
Branded
Signing experience
Key Features

Everything You Need

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

CRM Automation

CRM Deal Close Triggers Client Onboarding Pack

When a deal closes in Salesforce or HubSpot, Zignature automatically sends the complete client onboarding pack — service agreement, NDA, and data processing agreement — pre-filled from CRM data.

  • CRM trigger — Deal closed → service agreement and NDA sent without manual action.
  • Auto-fill from CRM — Client name, scope, fees, and start date populate automatically.
  • Deal stage advance — CRM deal stage advances to 'Onboarding Complete' when signed.

CRM Deal Close Triggers Client Onboarding Pack

CRM close event → onboarding pack sent and tracked automatically.

Included on all plans
Onboarding Templates

Complete Client Onboarding Document Package

Service agreement, NDA, GDPR data processing agreement, brand guidelines acknowledgement, and payment terms — bundled into a single signing flow that clients complete in one sitting.

  • Service agreement — Scope, fees, payment terms, and deliverable timelines.
  • NDA/confidentiality — Mutual confidentiality provisions for information shared during engagement.
  • GDPR/data processing — Data processing agreement for GDPR compliance.

Complete Client Onboarding Document Package

All onboarding documents in one signing flow — clients complete in minutes.

Included on all plans
Branded Experience

White-Labelled Onboarding Matching Your Brand

Clients interact with your brand throughout onboarding — signing page, email notifications, and completed document PDF all carry your logo and brand colours. Professional first impression from day one.

  • Your logo — Signing page and emails carry your logo — not a third-party tool.
  • Brand colours — Signing interface matches your brand colour system.
  • Custom domain — Signing links on your domain — sign.yourcompany.com.

White-Labelled Onboarding Matching Your Brand

Fully branded signing experience reinforces professionalism at first client touch.

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

Deal closes in CRM

Sales rep marks deal closed won in Salesforce or HubSpot.

2

Onboarding pack sent automatically

Service agreement, NDA, and DPA dispatched with your branding.

3

Client signs in one flow

Client reviews and signs all documents in a single session.

4

Project kickoff begins

CRM updated, project management notified, client onboarded.

Start Your Client Onboarding Workflow

Free trial — no credit card required.

Frequently Asked Questions

Everything you need to know.

What documents should be included in a client onboarding pack?

A complete client onboarding pack typically includes: service agreement (scope, fees, payment terms), NDA or confidentiality provisions, GDPR data processing agreement (if handling personal data), brand or IP usage guidelines, and payment authorisation. Zignature bundles all into one signing flow.

How long does client onboarding take with Zignature?

Clients typically complete onboarding documents within 2-4 hours of receiving them — especially on mobile. The entire onboarding flow from deal close to signed documents takes under 24 hours for most clients.

Can clients sign all onboarding documents in one session?

Yes. Zignature's signing package presents all onboarding documents sequentially — client signs one, advances to the next — completing the entire pack in a single session without receiving multiple separate requests.

Does client onboarding integrate with our project management tool?

Yes. Zignature completion webhooks trigger notifications to project management tools (Asana, ClickUp, Monday.com) when all onboarding documents are signed — automatically creating the project kickoff task.

How do we handle clients who want to negotiate terms before signing?

Zignature supports document revision workflows. Share the draft, exchange redlines via comments, agree on final terms, then lock and send for signature. The version history shows all changes made before execution.

Can we track which clients are blocked at the onboarding signing stage?

Yes. Zignature's dashboard shows exactly which clients have received, opened, and completed signing. Automated reminders chase clients who haven't signed — escalating to different contacts if the primary contact is unresponsive.