The platform does not currently have built-in DocuSign-style e-signature inside the application. For now, signatures are handled with your existing process: you can generate documents like term sheets or agreements with the Document Generator, which saves a PDF to your computer, then sign and route them with your own tool such as DocuSign. If signing is part of your workflow, let the team know, since features are shipped regularly based on broker feedback. The Document Generator does cover creating client-facing documents quickly even though signing happens outside the platform.
Is there DocuSign or built-in e-signature for signing documents inside the platform?
How e-signatures work for documents inside the platform.
Written by Kaylan Pepin