See it work
Real workflows, step by step.
Click through the screens an agency and its clients use in Plutosign, or press Autoplay to watch with captions. Every frame is the live product, shown with sample people and companies.
8 steps · about 30 secSimpleSend a proposal and get it signed
From template to signed PDF without leaving the browser.
Go from a template to a signed proposal, with your client signing on their phone.
7 steps · about 25 secSimpleTurn an existing PDF into a signable document
Your existing PDFs become signable documents, fields already placed.
Import a contract you already use. Instant Switch places the signing fields for you.
7 steps · about 25 secSimpleClient asks for changes, you revise and resend
One document from first draft to signature, changes included.
The client declines with the change they need. You revise the same document and send it again.
7 steps · about 25 secSimpleRenew last year’s contract in two minutes
Last year’s terms become this year’s agreement in a few clicks.
Duplicate last year’s signed agreement, update the term and send it again.
8 steps · about 30 secComplexThree-party contract: signing order, CC and countersign
Everyone signs in the right order, and you sign last.
Collect client signatures in the right order, keep legal in the loop and countersign last.
8 steps · about 30 secComplexQuote where the client picks a package and add-ons
The client builds their own deal, then pays you directly.
Send one quote. The client picks a package and extras, and sees the totals update.
7 steps · about 25 secComplexManager approval before a discounted quote goes out
Approval happens before the client ever sees the price.
Discounts above your limit need an admin’s approval before the client can open the quote.
6 steps · about 20 secComplexOne SOW template, the right clauses for each client
Every client gets exactly the clauses that apply to them.
One template with conditional sections: each client sees only the clauses for their tier.
Run your own workflow on the Free plan.
No credit card required.