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For agencies & service businesses

Know when a client is ready to sign. Get paid when they do.

Proposals and retainers clients review, add services to and e-sign in the browser. See how long they spend on pricing, and take payment through your own Stripe when they sign.

Free: 5 document creations or imports a month. No credit card required.

Switching?Import one PDF. Test in minutes.
Product illustration · sample data
  • ESIGN & UETA e-signatures
  • Tamper-evident audit trail
  • 256-bit encryption
  • Clients sign on any phone. No app, no account.

Verify a signed documentSee our security controls

Sound familiar?

The parts of selling that drag on.

Three more things that slow a retainer, and the fix for each.

Every proposal looks different

Set a house style once: fonts, type scale, headers, footers, cover. Locked clauses and a content library keep the wording.

See branding and house style

Who still needs to sign?

See who each document waits on, and when they last looked. Reminders, signing order and expiry nudges chase for you.

See how clients sign

Old client details in the copy

Reuse a proposal and Plutosign finds the old client's company, names, emails and domain. Tick what to replace.

See proposal reuse

Why agencies move to Plutosign.

Know when a client is ready, get paid when they sign, and bring your templates.

Proposals sit unread

Know which deal is warm.

See time spent per section. Get an alert when they come back, or read the pricing and do not sign.

See document tracking
Growth and above

Signed, then paid weeks later

Get paid at signature.

Clients pay by card on your own Stripe right after signing. The document shows Paid. Plutosign takes no fee.

See what each plan includes
Migration on Growth and above

The templates stop the switch

Switch without the rebuild.

Import a PDF: AI places the signing fields and suggests roles. We migrate your 10 most-used templates for you.

Plan your switch

Surprises at renewal

Terms you can plan on.

Price locked while you stay subscribed. No features removed. Unused annual months refunded. A person replies within 1 business day.

Read our fair terms

Switching from PandaDoc, DocuSign, Dropbox Sign, Proposify, Qwilr or Better Proposals? 25% off your first year on an annual Growth, Agency or Scale plan, until March 31, 2027.

One workflow for every client document.

Start from a ready-to-edit template. Each one sends, signs and tracks the same way.

Browse all templates

Template previews · sample data

One clear path from scope to signature.

  1. 01

    Prepare the proposal

    Start from a template. Set the scope, one-time and monthly pricing, and optional services.

    Try proposal creation
  2. 02

    Let the client choose and sign

    Clients review the price, choose options and sign in the browser. No account needed.

    Try the client experience
  3. 03

    Follow it through

    Track opens, remind whoever is next, and download the signed PDF with its Certificate of Completion.

    See document tracking
Product illustration · sample data

See it work.

Four real workflows on real Plutosign screens. Click a step, or press Play.

All 8 workflows

Step 1 of 9Start from the Website Launch Proposal template. Scope, schedule and pricing are already written.

Open full screen

Real screens, sample agency and clients.

Built for how agencies work.

Reuse your best work

Templates, scope blocks and terms, with variables for client details. Bring your Word templates, or Google Docs downloaded as .docx.

Find a starting template

Review together

Your team comments and suggests changes. Clients comment too; internal notes stay private. Require approval before sending.

Explore team review
Write-back on Growth and above

Close deals in your CRM

Contacts and drafts come from HubSpot or Pipedrive deals. Signing marks the deal Won and writes back the signed total.

See the integration workflow

Every client in one place

Open a customer: every proposal, SOW and retainer, counts by status, the people on each. New sends file there.

See the shared workspace

Start free. Add seats when the team grows.

Per seat or one workspace price, no hidden fees. Growth matches PandaDoc Business per seat.

See full pricing

Free

$0no credit card

  • Up to 3 members
  • 5 document creations or imports / month
  • Recipients sign free, no account

Growth

$49/seat/mo, billed yearly

  • 1–5 seats, pay per seat
  • Unlimited sends from the app
  • CRM write-back
  • Clients pay through your own Stripe, no fee
Fits teams of 6–18

Agency

$299/mo, billed yearly

  • 8 seats
  • Bulk send
  • Template migration

Scale

$599/mo, billed yearly

  • 20 seats
  • Dedicated onboarding
  • Security review

Questions, answered.

Can't find yours? Email support@plutosign.com.
Are Plutosign e-signatures legally binding?

Yes, for most business agreements. Plutosign supports electronic signing under the US ESIGN Act and UETA, and EU signing uses Basic Electronic Signatures under eIDAS. Electronic records consent is captured before signing, and every completed document includes a Certificate of Completion and an audit trail. A few document types, such as wills, cannot be signed electronically under these laws.

Google Docs already has eSignature. Why use Plutosign?

If you only need a signature on a finished document, Google's eSignature may be enough. It adds signature, initials, name, text and date fields to Docs and PDFs for up to 10 signers, on eligible Google Workspace plans once an admin turns it on. Plutosign is built for the step before the signature: a proposal with a pricing table, optional services your client can add, and a total that updates before they sign. You also see when clients open and view it, reuse agency templates, start drafts from HubSpot or Pipedrive, and keep the signed agreement with its signing record.

How is Plutosign different from PandaDoc or DocuSign?

Plutosign is built for agencies and service businesses. You see how long a client spends on each section and get an alert when they come back. On Growth and above, clients pay through your own Stripe the moment they sign, with no fee from Plutosign. We help move your templates, and you can send one of your own proposals from a free workspace before you switch. Prices are published: Growth is $49 per seat for teams of 1–5, and Agency ($299) and Scale ($599) are one workspace price with seats included — per month, billed yearly — with unlimited sends from the app. Connect HubSpot or Pipedrive to start drafts from deals.

Do my clients need an account or have to pay to sign?

No. Clients open your link and review and sign in the browser, on a phone or a computer. Signing is free for them.

Can I bring my documents and templates from PandaDoc or DocuSign?

Yes. Import a PDF and signing fields are placed and signer roles suggested for you to review. On any paid plan we migrate your 10 most-used templates for you; Agency and Scale include done-for-you migration of a larger library. You can test a send while your current tool keeps running. Finish agreements already in progress in your current tool, and keep their original PDFs and audit trails.

What does the Free plan include?

Free includes 3 workspace seats and 5 document creations or imports per monthly period. Your existing documents stay accessible and can still be sent and signed after the allowance is used. Paid plans include unlimited sends from the app and unlimited creations. Recipients always sign free, and no credit card is required.

Can clients pay inside the proposal?

Yes. On Growth and above, connect your own Stripe account: after signing, clients pay by card on Stripe Checkout and the money goes straight to your Stripe account. Plutosign is not the merchant and takes no fee. On any plan you can instead add your own Stripe, PayPal or Square payment link.

Which CRMs and tools does Plutosign work with?

HubSpot and Pipedrive can import CRM contacts and create drafts from deals after you connect an account. API access and event webhooks are available on current plans; document allowances apply.

How do you keep documents secure?

Documents travel over encrypted connections (TLS), and the database and file storage are encrypted at rest with AES-256. Signed documents are retained for at least 7 years, and each signed PDF is hashed and checked against the stored hash.

Can I cancel, and what happens to my documents?

Yes. Cancel renewal from Billing; access continues through the paid period. Then the workspace returns to the Free plan, and cancellation does not delete its documents. Annual plans are paid upfront. First purchases have a 14-day money-back guarantee, and if you cancel an annual plan later, we refund the unused full months.

Send your next retainer from Plutosign.

Free: 5 document creations or imports a month. No credit card required.

Switching from PandaDoc, DocuSign, Dropbox Sign, Proposify, Qwilr or Better Proposals? 25% off your first year on an annual Growth, Agency or Scale plan, until March 31, 2027.

Plan your switch