Simple workflow · 8 steps · about 30 sec

Send a proposal and get it signed

From template to signed PDF without leaving the browser.

You have a proposal to get out today. Start from a template, type the client’s details once, add the signer and send. Your client reads it on their phone and signs in the browser, with no account to create. You get the signed PDF with its signing record.

Step 1 of 8Start from a proposal template: scope, schedule and pricing are already written.

Real Plutosign screens with sample people and companies. Use the arrow keys, swipe, or press Autoplay to watch.

Every step

The same walkthrough as text, screen by screen.

01
Pick a template
Start from a proposal template: scope, schedule and pricing are already written.
On a computer
02
Fill in the client
Type the client details once. They fill in everywhere the proposal mentions them.
On a computer
03
Add the client
The proposal opens ready to edit. Add your client as the signer; their signature field is added for you.
On a computer
04
Send
Send it. Your client signs in the browser, with no account to create.
On a computer
05
Your client opens the proposal on their phone and reads it like a web page.
On a phone
06
They type or draw their signature.
On a phone
07
Signed. Your client gets a copy of the signed agreement.
On a phone
08
Download the signed PDF
The proposal shows Completed. Download the signed PDF with its signing record.
On a computer