Help center

Get started

Set up your workspace and send your first document.

• Move from PandaDoc, DocuSign or Proposify
• Send your first proposal
• Send your first proposal
• Practice client signing

Documents

Create, import, edit and send proposals, contracts and forms.

• Add a pricing table and let your client choose
• Import a PDF with Instant Switch — limits and review
• See every document for a customer
• Set expiry, reminders, signing order, passcodes, reassign and scheduled send
• Template gallery

Signing

What your clients see when they sign, and help for signers.

• How your clients sign
• Fix a signing link that does not arrive, has expired or is locked
• Read the certificate of completion and verify a signed PDF
• Set signing order, add CC recipients and countersign

Collaboration

Comments, suggestions, approvals and taking turns on a document.

• Collaboration overview

Payments

Collect payment in a document with your own Stripe account.

• Connect your own Stripe and collect payments

Workspace & team

Members, roles, invitations and workspace settings.

• Invite teammates and set their roles
• Set your house style

Billing

Plans, seats, credits, invoices and changing your plan.

• Plans, seats and credits at a glance
• Change plan, seats or credits, get invoices, or cancel
• Pricing
• Refund policy

Integrations

HubSpot, Pipedrive, imports and the API.

• Set up HubSpot and Pipedrive
• Integrations overview
• Developer docs

Troubleshooting

Fix common problems with sending, signing and email.

• Service status
• System requirements

Trust

Security, signed-document evidence and verification.

• Security
• Security controls
• Verify a signed document

Glossary

The words we use in the product, defined.

Guides for this topic are being written. Ask us in the meantime.

Contact

Reach a person when the guides do not answer your question.

• Contact us
• support@plutosign.com