Add the client contacts and team members who need to sign, or leave it open for any contact of the client.
Every signer is emailed a link to the document. Nobody needs an account or an app.
Signers draw their signature with a finger, mouse, or trackpad, on a phone or a computer.
Once the last signature is in, the signed document goes to everyone who signed.
Partners, finance teams, and your own principals, all on one document.
Name signers from the client and from your team. Each signs only in their own place.
See who has signed and send a reminder to just the person you're waiting on.
Your contract and proposal lists show "2 of 3 signed", so nothing stalls unnoticed.
When a document needs your signature, it waits at the top of your dashboard with a Sign button.
Clients choose a fee package, initial it, and sign. See proposal software.
Who signed, when, and from which IP address, kept with the signed document.
Send as many documents for signature as you like. E-signatures are part of every plan.
A signed contract or proposal can send the deposit invoice and become a project, with no retyping.
Start from free contract templates, from freelance agreements to service agreements.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
In most places, yes, for ordinary business agreements. In the US the ESIGN Act and UETA recognize electronic signatures, and in the EU the eIDAS regulation does. Some documents, such as wills or certain property transfers, have special rules, so check what applies to yours.
No. Each signer gets an email with their own link, opens the document in their browser, and signs. Nothing to download or install.
As many as the agreement needs, from your team and the client's. Named client signers are contacts on the client, so they count toward your plan's contacts per client.
Who signed, when, and the IP address they signed from, alongside the signature itself. The signed document keeps every signature in place.
No. E-signatures are included in every plan, however many documents you send.
Yes. Clients pick from the fee packages you offer, initial their choice, and sign in one step.
Ready to send your first document for signature?
See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. E-signatures work across contracts, proposals, and the client portal. Comparing tools? See Clientary vs DocuSign.
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