While it’s got a new name, Xodo Sign still has the same features and functionality that made Eversign such a popular choice. And with its numerous plan options and relatively affordable pricing, Xodo Sign remains a well-liked solution among users.

But exactly how much will it cost your team to use? Read our guide to learn more about Xodo Sign pricing, the plans it offers, as well as the features and benefits of each plan.

Xodo Sign Overview

Xodo Sign (formerly Eversign) is an electronic signature solution that lets you approve, send, and sign documents on or from any device. It has a straightforward built-in document editor, numerous contract templates, and the ability to organize and manage your documents in the cloud.

The platform is also secure thanks to data encryption, and it integrates with many leading apps and services that your company may already use. Xodo Sign also makes it easy to collaborate on documents with team members and other companies, and it helps automate your electronic signature workflows to make them more efficient and streamlined.

Of course, its budget-friendly plans are a major selling point as well, making it one of the best alternatives to PandaDoc and other more expensive platforms, especially for smaller companies looking to spend less to sign documents.

Xodo Sign Pricing & Plans

Xodo Sign pricing is split up into five plans: Free, Basic, Professional, Professional Plus, and Enterprise.

Keep in mind that the plan prices shown are the cost per month, but for yearly billing. As a result, you need to commit for a year to enjoy these listed prices. The company’s pricing page doesn’t show the cost of using the solution month-to-month, but this is generally a more expensive option compared to paying annually.

Here’s a closer look at each plan the company offers, including what features it includes, what it costs, and who it’s best suited for.

Free

If you’re looking for free document signing, the Free plan may be right for you. As you could imagine, with no monthly cost, the features are relatively limited, but it still offers a template and the ability to send three documents for signature every month. It also comes with two signer authentication credits per month, which let you add two-factor authentication on document signing via SMS.

This Xodo Sign plan option is ideal for freelancers, solo entrepreneurs, or individuals seeking a free and straightforward way to send secure contracts, with the expectation of receiving only a few documents per month.

Basic

The Basic plan is a step up from the free plan, but is still incredibly affordable at only $9.99 per month (billed yearly). This plan lets you send unlimited documents for signing, comes with three templates, and offers 10 signer authentication credits each month.

It also offers long-term validation of electronic signatures, bulk document signing, basic support, and app integrations. This is a great choice for smaller teams or organizations that simply need core features of the platform, without any extra bells and whistles.

Professional

If the Basic plan is too limited for your needs, the Professional plan takes things up a notch. It costs $39.99 per month (billed yearly) and can be used by up to five users. It offers everything the basic plan does, except it includes 10 templates instead of three, 20 signer authentication credits instead of 10, and offers in-person document signing.

This plan also comes with premium support, making it perfect for companies that want the full suite of features and guaranteed assistance when needed. According to the company’s pricing page, this is the most popular plan for Xodo Sign.

Professional Plus

Larger teams who all want to collaborate on documents may want to consider the Professional Plus plan. It costs $99.99 per month (billed yearly) and lets up to 15 users work on the account. It includes everything that the Professional plan does, plus it bumps the templates to 25 from 10 and the monthly signer authentication credits to 40 from 20.

It also provides custom branding, which lets you adjust the colors and graphics within the platform to better align with your brand.

This plan is great for larger teams seeking to enhance their collaboration efficiency and for companies looking to tailor the Xodo Sign experience.

Enterprise

The Enterprise plan is a personalized option; for pricing information, please contact Xodo Sign directly. It offers dedicated support and full customization, allowing you to choose the number of users, signer authentication credits, and more.

This plan is best suited for companies with very specific needs or advanced requirements, seeking a fully customized digital signature solution.

Xodo Sign API Pricing

In addition to its standard plans, Xodo Sign offers an eSignature API that lets you integrate electronic signatures right into your very own apps and workflows. Similar to the pricing of the standard plans, the API pricing is also based on yearly billing.

Let’s take a closer look at these API plans, covering their costs, potential users, and included features.

API Sandbox

This is a free solution that lets developers try the Xodo Sign API without being charged. You can use it to send watermarked documents to test your workflow, ensuring it works for you. If it fits your use case you can exit the sandbox mode and move on to a paid solution with more features and functionalities.

As you could imagine, this is best for a company in the testing phase that isn’t quite sure about their ideal solution, and wants to try Xodo Sign API before paying.

API Light

API Light is the most popular API integration that Xodo Sign provides, and it costs $49.99 per month (billed yearly) and lets up to five users collaborate on the account.

This plan lets you automate the sending of up to 50 documents each month (plus unlimited documents manually). It has dedicated support, 10 templates, 20 signer authentication credits per month, advanced integrations, and more.

This option is ideal for companies looking to automate workflows and streamline monthly signature request processes, without requiring a custom solution.

API Business

If you want a custom-made API subscription that perfectly matches your needs, the API Business plan is for you. Similar to the Enterprise plan for Xodo Sign, API Business offers custom pricing, requiring you to contact the company for personalized details and a quote.

You can choose the number of users supported, the frequency of API document auto-sends per month, and the number of signer authentication credits needed, all while maintaining full control over platform branding.

Xodo SignKey Features

Xodo Sign has a collection of useful features and functionalities that both large and small companies are able to take advantage of:

• Full document control: The platform has a built-in editor to customize your documents in a variety of ways, such as adding checkboxes, drop-down menus, signature fields, marks, or even entire text paragraphs. Once contracts are signed and finalized, the tool also has electronic document management capabilities to help you manage and organize everything.

• Templates: Choose from several templates to streamline your document creation process and ensure you have ready-made forms or contracts for when you need them. Instead of wasting hours manually setting up and sending the same or similar documents to different people, having templates in place drastically reduces the work involved.

• Widespread integration: Xodo Sign offers a variety of useful integrations with many leading apps and platforms, such as Google Docs, Dropbox, OneDrive, Evernote, Zoho, Zapier, Salesforce, and several others.

• Audit trails: These help you track your documents over time and know when they’ve been viewed, signed, changed, and more. This ensures you’re compliant and aware every time one of your important contracts is touched. The company also closely monitors the servers where these documents and audit trails are located, to ensure they’re always secure and accessible.
• Sign on any device: It also features incredible versatility as it lets you instantly sign documents from an iPhone and a variety of other devices, like tablets and computers. This functionality ensures you can keep up with and manage your contracts and documents at home, at the office, or even on the go.

Xodo Sign Implementation & Support

The platform makes it easy to sign a contract online as it has a user-friendly interface, straightforward navigation, and a modern and sleek design. Whether you have experience with similar tools or are a newcomer, the user experience is likely something that you’ll figure out easily.

It’s also very easy to implement compared to competitors, such as HelloSign, which has a steeper learning curve. Still, even if you experience issues or have questions during implementation, setup, or while simply using the platform, the company offers helpful customer support.

The exact support you’ll enjoy depends on the plan you choose. While the Basic plan only comes with basic support from customer service agents, the Professional and Professional Plus plans come with premium support that’s personalized for you.

If your organization is on the Enterprise plan, you get dedicated support from a trained customer service agent right when you need it, without having to wait.

Xodo Sign Customer Reviews

Xodo Sign enjoys solid reviews from past users and has a high rating that surpasses many of the other popular Docusign competitors in the industry. As of April 21st, 2025, it has a 4.8 rating on G2 with 2,813 reviews and a 4.8 rating on Capterra with 2,827 reviews.

Many positive comments highlight the platform’s user-friendliness, seamless contract signing experience, and high-quality customer support. Some also mention the speed of the platform and how intuitive it is to pick up and use without a lot of training.

Meanwhile, many people also praised the company for its value and pricing. One reviewer on G2 said that the platform is “the best value for money given the number of features and the affordable cost they currently charge.” There are many other examples of reviewers highlighting the value and affordability of the different plans it offers.

However, some negative reviews mention that the customization options are limited in some cases, and that the tool lacks some of the features that other platforms provide. While this is a downside to some, others appreciate the lack of feature fluff.

Considerations for Choosing an eSignature Tool

While Xodo Sign is a popular PDF signing software and e-signature tool, it’s far from the only option available. To choose the right one, you need to know what to look for. Here are a few things to consider when deciding which of these tools is right for you.

1. Pricing: Of course, cost is a major factor in any decision when it comes to software solutions. You need to choose one with a pricing structure that fits your budget and provides solid value without breaking the bank. 

The good news is that many platforms offer multiple pricing plans to ensure that both companies that want affordable solutions and companies that want top-of-the-line features are satisfied. Many eSignature companies are also up front about pricing, so comparing the cost of one tool to another shouldn’t be a problem.

2. Integrations: If you already work with several different pieces of software within your workflow, it makes sense to choose a solution that integrates well with them. 

If not, you may encounter bottlenecks or other issues due to using a platform that doesn’t integrate well with your other apps. Most electronic signature tools have a list of integrations available online, which should make it easier to find one that fits well with your current tech stack.

3. Ease of Use: While every platform may have a slight learning curve, you should choose something that your team picks up easily and can use without weeks or months of training beforehand. 

If you choose a platform with a clean interface, simple navigation, and a clear design, both your team and the people signing your contracts will have a much better experience with less wasted time and/or confusion.

4. Security: Because of the confidential and personal information often included in business documents and contracts, ensure any eSignature tool you work with is secure. It should have data encryption in place (both while data is in transit and simply being stored), and the company should offer two-factor authentication to secure user accounts.

There should be backups in place, anti-tampering controls, and audit trails. Plus, the organization should use penetration tests and vulnerability scans to ensure that the security measures it uses are up to par.

5. Scalability: Your chosen solution should not only be able to support your needs today, but also keep up with you as your business grows and your needs change. Changing solutions or providers after implementation can be challenging and time-consuming. 

Choose a solution that’s flexible enough to meet your current and future needs right from the start. Of course, keep in mind that greater capabilities and more users/features often mean a higher cost, as well.

See Why Signaturely is the Best Xodo Sign (formerly Eversign) Alternative

While Xodo Sign is a good choice, if you’re looking for the best e-signature software overall, consider Signaturely. It’s an incredibly simple platform that lets you sign documents on an iPad or any other device, collaborate with ease, and manage all of your contracts in one place.

It also sends automatic reminders to signers, offers numerous templates to streamline your workflows, and keeps a useful audit log so you always have a backup of your important documents.

Signaturely also offers guided document signing, ensuring that all your contracts and documents are easy to sign and follow, with no details overlooked. It also has a helpful sign order feature to ensure that people are signing important documents in the correct order to ensure everything stays legal and compliant.

If you want to try the software for yourself, don’t hesitate to take advantage of the generous free trial to see if Signaturely is right for your organization.

FAQs About Xodo Sign Pricing

Here are a few common questions about Xodo Sign pricing, along with their answers.

What You Need to Remember About Xodo Sign Pricing

Xodo Sign offers a variety of pricing options and plans for everything from small teams to large organizations. It also offers numerous options for integrating electronic signatures directly into your unique apps and workflows. Many of its plans are budget-friendly and include a host of useful features, too.

The post Xodo Sign (formerly Eversign) Pricing & Plans in 2025 appeared first on Signaturely.

In this guide, we’ll take you through the key stages of developing simple yet well-defined professional business contracts.

The Importance of a Formal Contract

A legally binding, written contract transforms handshake deals into accountable agreements. Without one, you lose legal recourse if expectations aren’t met or obligations aren’t fulfilled. Formal contracts clarify exactly what all parties are responsible for, while holding those parties responsible.

By reviewing terms up front, you prevent false assumptions and, ultimately, confusion. Contracts  outline project scope, payment terms and schedules, timelines, quality standards—everything required to get the job done right. Legally binding contracts give you confidence in securing revenue streams from clients and partners. They also provide an objective reference point if disagreements arise later. Most importantly, ironclad contracts can save you thousands in legal fees down the road.

Examples of When to Use a Contract

Whenever you sell goods or services, it’s important to write down the terms of the sale, namely in the form of a contract. Almost any sale or purchase of goods or services requires the particulars to be spelled out in some form, lest you open yourself up to liability.

A well-written contract will help you avoid problems that would otherwise arise with oral agreements or implicit assumptions. Here are some business arrangements that tend to rely on formal contracts: 

• Real estate transactions
• Employment agreements
• Contracts for consultant or a freelancer
• Independent contractor work
• Software licensing agreements
• Partnership formations
• Confidentiality agreements
• Service provider retainer agreements
• Intellectual property licensing
• Vendor or agency agreements
• Loan agreements
• Insurance policies
• Work-for-hire agreements
• Distribution agreements
• Franchise agreements
• Merger and acquisition deals
• Commission agreements
• Event planning contracts

There’s a reason this has become the norm in business. You lose clarity, legal protection, and confidence without valid contracts. 

Understanding Legal Contracts

Verbal agreements just don’t cut it in business. In order for your transactions to have real legal teeth with your clients, vendors, and partners, your agreements need the following:

• A highlighted offer and acceptance that’s well documented
• Value exchanged by the transacting parties
• Mutually expressed desire to be legally bound
• Legal ability to sign on both sides
• Shared understanding
• Crystal-clear wording, reasonable criteria, written clauses, signature on both sides, etc.

By covering those bases, you gain leverage to take legal action and enforce the agreements if necessary. If you leave them vague or incomplete, you lose recourse.

Elements All Contracts Should Include 

The presence of certain essential elements in a written contract ensures that all parties are protected, that the terms are clear, and that the final agreement is fully enforceable. These include: 

Party Information

Every contract should start by plainly stating the legal names and contact information of all parties that are part of the contract. This means:

• Complete legal names of all persons or business entities registered who are entering the agreement
• Details for contacting each party, such as addresses, phone numbers, and email addresses
• The legal standing of each party, for example, whether they are an individual, a corporation, an LLC, or some other business form

Note that if a written contract does not clearly state who the parties are, then the contract risks being declared ambiguous and, therefore, unenforceable by courts. 

Agreement Terms

A good contract spells out exactly what each party is bringing to the table. If you are unable to foresee the future and clarify the who, what, when, and how, that spells trouble down the line. The basics of any contract lifecycle are outlined by the terms, including:

• Details about product, service, and deliverable specifications—this should not be left to interpretation
• Contractual obligations so that you have both a legal right and a legal duty to enforce them
• The form of valuation and the times of payment 
• Unambiguous and inflexible timelines and deadlines for delivery

Note: Take excessive care not to serve an infringement notice yourself, as the cost of doing so can be huge!

The enemy of accountability is ambiguity. Disagreements mainly happen when one party believes that the counterparty has failed to fulfill a responsibility, while the blamed party believes that it is doing what was agreed to. Clarity throughout the contract is key. 

Termination

Sometimes, even the best business relationships need to end. Make sure to protect your interests with the following: 

• Guidelines for early exit: Protect yourself, but don’t make it too easy to escape
• Required notice periods: Enough time for both parties to change choices
• Steps for implementing a termination: Ensure that matters don’t drag on longer than necessary
• Financial and operational consequences: Anticipate effects on income, intellectual property rights, and so forth

Just like a trusty parachute, a good termination clause offers you reassurance that, if need be, you can end work without repercussion. No one wants to write a contract while assuming it will be terminated, but you’ll be thankful for an exit strategy in the event you need it. 

Indemnification

Every business, regardless of its size or industry, needs to include a solid indemnity clause in its contracts. This is true even for companies that enjoy good relationships with their customers and vendors. Nobody likes to think about it, but bad things can happen—and if they do, you want to make sure the other party is paying for the damages. This contract clause pushes the other party to cover the costs if they’re at fault.

An indemnity clause specifies which party pays what sums in case of costly legal disputes or breaches. It outlines the compensation obligations in a way that protects both parties from unfair costs.

For example, if your vendor does not deliver services on time (s a violation of the written contract), your company could lose a huge amount of revenue. Indemnity helps you recover that lost revenue.

Dispute Resolution

Maintaining valuable business relationships and avoiding lengthy, costly litigations requires settling contractual disagreements amicably. So, having a framework for dispute resolution is essential. This clause describes guidelines for mediation—the first step in the problem-solving process before legal professionals and courts get involved.

When the parties to a contract are not in agreement with regard to performance, the aggrieved party must inform the other side of its grievances. After providing notice of the grievance, the parties must renegotiate the contract in good faith, and—with the help of an objective third-party mediator, if necessary—reach a compromise that allows fulfillment of the contract. 

Another aspect, “force majeure,” recognizes that extreme events could absolutely prevent any contract from being fulfilled without anyone being to blame for it. Think of natural disasters or certain supply chain interruptions. In any event, when we’re talking about serious “acts of God” or extreme forces that could stop progress in its tracks, this suspends duties and obligations until those tough times are over.

Date & Signatures

Delineated dates and signatures make it clear that the contract is solid and binding. 

Key elements include:

• Effective Date: The commencement date signifies when the contract starts. It is the precise moment when the legal agreement goes into effect and obligations begin— which can prevent future misunderstandings
• Signature Fields: The contract is fully executable only when it bears the signatures of all parties. By signing (and naming), each party indicates their consent to, and willingness to be bound by, the provisions of the contract 
• Signatory Names and Titles: This accomplishes the important legal work of memorializing exactly who accepted these terms on behalf of an organization or individual
• Date Signed: This basic yet essential act provides the most fundamental key legal record concerning the exact dating of the acceptance of the agreement

How to Write a Contract in 5 Steps

Making an airtight contract from scratch requires skill, experience, and an enormous investment of time. Luckily, there are modern, innovative solutions to streamline this process. Opt for Signaturely’s template library of customizable agreements instead, and make sure you’re not missing anything with the usual contracts that you might need: vendor agreement, freelance work order, or sales of goods terms.

You can create a legally binding agreement in just five easy steps with these premade templates.

Step 1: Choose a Relevant Template

First, open the Signaturely template category, which is organized into sections like Land Purchase Agreement or Free Invitation to Bid. With around 50 in stores, you should be able to find one to fit your situation.

Select the layout for the contract that is closest to the contract you will be utilizing in the next stage of your project. You can fill in fields in your legal document that allow you to specify terms that are unique to your project, while retaining the standard clauses of a contract. If you are using a vendor format, for example, it will be very similar to what the folks in procurement will be using.

Step 2: Outline Parties & Basic Information

After you have selected your template, enter all the complete legal names and contact information for every party involved. Along with the primary individuals, make sure to list the officially registered business names. Provide a direct physical address, a phone number, and an email address to be used in any and all contract-related correspondence. Don’t hedge on this. If you know that the parties are certain to be using the officially registered business names, or some variation thereof, then use what seems to be working for them. 

Make it clear what each party’s exact, official company status is, like LLC, sole proprietorship, corporation, etc. This isn’t to create some enforcement scheme for later. It’s just to prevent any future confusion that could call the contract’s legitimacy into question.

Step 3: Detail Terms of the Agreement

Once you have established the basic information about the involved parties, detail the exact types of goods, services, products, or other kinds of deliverables that the contract covers. This requires a level of specificity that might seem almost redundant, and it involves:

• Providing the kinds of details that any reasonable person (or court) would expect to be in a statement of work, including product specifications, deliverable milestones, viable outcomes, and deadline dates
• Identifying the laws and regulations that apply to the kind of work we govern
• Specifying the expected work performance and end results
•  
• Providing a payment agreement schedule that is tied directly to the delivery schedule. 

Step 4: Define Length & Exit Plans

Next, establish the duration of the contract—when does the work begin, and when does it end? For most contracts, these dates span several months to a few years, depending on the scope of the project.

Furthermore, consider the possibility of extensions when building your agreements. For even more flexibility, include terms for renewing contracts post-initial period if both parties wish to continue their amicable relationship.

Things happen, of course—new priorities, budget shifts, even pandemics. Plan for early termination of your contract for convenience or in response to a breach of contract. As outlined above, a “force majeure” clause explains what a supplier must do if an unforeseen, substantial event—such as a natural disaster—occurs and slows or stops delivery. 

Step 5: Sign & Securely Archive Deals

Once all the t’s are crossed and i’s dotted, use Signaturely’s e-signature workflows to gain sign-off from all required parties in the order specified, right up to the final one.

Afterwards, have the platform guide your signers through the process of reviewing terms and affixing binding digital signatures to them with just a few clicks. If deals get delayed, Signaturely can even nudge signers to finalize documents.

Completed and executed agreements are stored securely by Signaturely and can be opened only by the parties to the agreement. 

Top Tips for How to Write a Contract

Use these simple tips to turn agreements into completely secure contracts with no loose ends. 

Be Clear With Language

When it comes to review and signing, legalese is not your best friend. Use clear words that express clear commands and have clear meanings. Anyone reading this text should not doubt what is being said. 

Best practices here include:

• Rewrite the existing written agreement in simple, plain English
• Use more periods to clarify your thoughts
• Use the key points of the contract like a bulleted checklist. Moreover, break them into short, paraphrased lines
• Make sure to explain any acronyms or niche concepts that are important for the deal

Use Consistent Terms

Words have nuances. Define important ones explicitly at the start before using them throughout the legal agreements. This prevents conflicting interpretations down the line.

For instance, specify the markers that identify the start and end dates, quality score, force majeure events, etc., which will later be referred to. Also, set a format for “spelled-out vs. abbreviation” to avoid confusion.

Plainly Define Party Responsibilities

Nothing deflates deals faster than mismatched expectations. So, make it crystal clear who does what and when, and that means putting it down in writing. Action items, deadlines, payment terms—whatever you think might be remotely relevant to your partner—should be clearly delineated in the texts and emails that form the trail of your partnership.

Set up regular review meetings to assess progress on both sides. Call out specific numbers and the plan to determine if the work proceeds as expected. Also, call out the plan for potential conflict resolution. Tackle and agree upon these terms from the start to avoid headaches later.

Keep Contracts Updated

Connections and rules change, so it’s important to look at existing agreements and renew them annually, at a minimum, to keep the terms in sync with continuously changing conditions that could otherwise lead to conflicts.

Revise contact details, fees, provisions affected by new legislation, or project scope if it changes. Set up a straightforward way to sign off on amendments that need just one more signature in order to become effective.

Merely shoving ancient contracts into a drawer until they lapse is not a good strategy. Why? Because it is far better to keep the terms of your contracts aligned with current realities—and far less likely to lead you into compliance issues or unnecessary disputes.

Consider Legal Advice

If the intricacies of contracts or the specialized industries in which you function make your head spin, then do yourself a favor and have lawyers on call.

Even if a lawyer is consulting for only a brief time, they can still yield professional advice that is both sound and useful. They can identify compliance gaps that might otherwise go unnoticed and suggest better ways to frame in-court issues that are complicated or controversial. 

Keep it Simple

Contract law often benefits from brevity. Focus on the provisions that are crucial for establishing expectations and for ensuring that all parties behave in an ethical manner. Do not overcomplicate the legal contract with provisions that serve no necessary purpose. 

Lean agreements make it clear that the main thing is to build relationships. Begin with fundamental fill-in-the-blank contract templates that are already structured with all the necessary elements. This keeps things from getting overly complicated, and you can customize the templates where necessary.

Free Templates by Signaturely Make Contracts a Breeze

Signaturely provides free, legally sound templates for vendor contracts and other agreements. These templates allow for the standardization of basic clauses needed in any compliant, enforceable deal. But what makes the contract management software stand out is that it saves users from the tedium of drafting contracts from scratch. Signaturely’s core function is to help you fill in the blanks and make basic contracts work for your specific business situation. 

Try Signaturely’s free plan today to modernize and optimize your contract process from creation to secure archiving.

FAQs About How to Write Contracts

Here are some of the most common questions regarding writing contracts.

Final Thoughts About Writing Contracts

A good contract turns a handshake deal into a responsible agreement that avoids confusion. Using templates can save time, but don’t forget to customize the contract terms as per your specifications, requests, and needs.

The post How to Write a Contract: Step-by-Step Guide + Considerations appeared first on Signaturely.

However, thankfully, a witness signature is a relatively straightforward part of the legal process that’s often required to ensure certain contracts are lawful, properly signed, and not fraudulent.

Let’s take a closer look at what witness signatures are, how they work, when to use them, and more.

What Is a Witness Signature?

A witness signature is when someone who observes a contract or other document being legally signed also signs that document, verifying the authenticity of the signatures. Witness signatures aren’t required on all documents or contracts, but are often used for things like wills, power of attorneys, deeds, affidavits, prenuptial agreements, financial and/or property agreements.

For example, if you’re creating a will, you’ll need to sign it in front of a witness who can attest to the fact that your signature is legitimate and you fully understand what you’re signing. Then, the witness adds their own signature to the document to verify that everything is above board.

If a contract or document has a witness signature, it appears more authentic and credible. If the validity of a signature on a contract is ever challenged or questioned, the witness may be called upon to testify about its legitimacy.

Importance of a Witness Signature

Witness signatures are incredibly important as they protect each signatory of a contract and ensure an agreement is lawful and authentic. Signing a document is one of the main steps that makes a contract legally binding, but unfortunately, fraud exists. By having a witness present and verifying that everyone signing the contract is doing so willingly, you minimize the chance of fraud—or an accusation thereof.

Without a witness seeing the signatures in real time, someone may be coerced, convinced, or threatened into signing something they don’t understand or agree to. Alternatively, the signature itself could even be forged.

These witnesses may be called upon to confirm the authenticity of a contract and attest to whether all signers understood the terms of the contract and signed it voluntarily. As a result, having a witness signature is also helpful for court cases and legal proceedings.

When to Use a Witness Signature

There are several situations in which a witness’s signature may be required on legal documents or other important agreements. Even if they’re not required by law, they can often help to boost the authenticity of a contract. Here are a few examples of when witness signatures may be used:

• Granting or Transferring Power of Attorney: A witness signature when someone is granting or transferring power of attorney ensures and confirms that the person is aware of the implications of what they’re doing, and understands the power they’re giving to the other individual.

• Validating a Verbal Agreement: Judging whether or not a verbal agreement is legally binding can be confusing, so having a witness signature to verify that a verbal contract took place and both parties agreed to it can help reaffirm the contract if it’s ever challenged.

• Writing or Amending a Will: Having a signature witness for the creation or amendment of a will ensures that the person writing it is of sound mind, understands what they’re doing, and isn’t being forced or coerced by someone else.

• Setting up a Trust: A witness improves the validity of a trust if it’s ever challenged, and ensures the person signing and setting up the trust is doing so under their own power.

• Property or Financial Transactions: A witness signature ensures that both parties in any property or financial transaction understood the agreement and agreed on the terms.

• Affidavits: Witness signatures are especially important for affidavits, as they show that the signer verifies their statement is true and that they’re aware of the potential penalties they may face if they provide false information.

Keep in mind that this isn’t an exhaustive list, and witness signatures may be used in a variety of other scenarios. Additionally, the rules regarding whether a witness signature is required vary based on jurisdiction and the type of document being signed.

Who Can Act as a Signature Witness?

Whether you need a signature witness for your legal operations or to sign a personal contract, there are certain guidelines that someone needs to meet in order to provide a witness signature. While the rules vary depending on the location and situation, there are some general requirements.

To act as a signature witness, someone generally needs to:

• Be at least 18 years old
• Have a clean criminal record
• Be able to identify themselves as well as the other signatories
• Be of sound mind
• Be a neutral third party with no personal or financial interest in the agreement
• Not be a beneficiary of the document or agreement

Who Cannot Witness a Signature?

While many people can act as a signature witness without issue, there are also some factors that may prevent someone from doing so. Here are a few examples of what may disqualify someone from acting as a signature witness:

• They are a family member of one of the signing parties
• They have a personal interest in the contract or are a beneficiary
• They’re not at least 18 years old
• They have a criminal record
• They have a mental incapacity that prevents them from having a sound mind
• They have a professional role like a lawyer or notary, as sometimes these jobs have rules in place against acting as witnesses

Requirements of a Witness Signature

To ensure a witness signature is valid and properly executed, there are a few requirements to keep in mind:

• Verify the identity of all signers and ensure they’re who they claim to be and who they’re signing as.
• Make sure everyone understands the agreement and what it entails.
• Make sure that all parties sign the contract in front of you.
• Check to ensure there are no missed signatures on any page of the document.
• Ensure they’re signing willfully and aren’t being forced or coerced.
• It’s generally preferred to sign in standard ink colors, i.e., black or blue. Different companies or lawyers may have different preferences, so when in doubt, ask.
• Consider keeping notes about the signing in case you’re ever called to be a witness and asked about what transpired.

Difference Between a Witness Signature and a Notary

When it comes to confirming the authenticity of signatures and documents, many people use the terms “signature witness” and “notary” interchangeably. However, they’re not the same thing.

A signature witness is a person who observes a contract being signed by all parties, while a notary public is an official appointed by the state. Notaries go through a more formal process to confirm the validity of the contract and the identities of all signers. This process often involves an official notarial act, such as verifying signatures, administering oaths, or authenticating documents.

Also, while signature witnesses are often used for personal agreements, more official or important documents or contracts (such as those created by financial institutions) may require an actual notary. A signature witness is also a relatively informal role, whereas notaries have a more formal and official procedure that they need to follow.

Thankfully, there are things like this notary signature template that can simplify the notarization process for these professionals.

Obtaining a Witness Signature

In some cases, a witness signature is required to make a contract valid, so knowing how to properly get one is crucial. Thankfully, the process for properly obtaining a witness signature is easy, whether in person or electronically.

In-Person Witness Signature

If you’re required to get an in-person wet signature from a witness, it’s incredibly straightforward. All you need to do is have the signatory sign the contract in the physical presence of the witness. Once the witness observes this signature, they must sign the contract themselves to acknowledge that they witnessed the signing and that everything appeared legitimate.

In some cases, witnesses may need to provide additional information (such as name, address, job, or contact information).

Electronic Witness Signature

While in-person witness signatures are still common, there are also some cases where electronic witnessing is used. Doing this relies on using some e-signature platform to streamline the electronic witness signing process.

There are a few ways you can do this, depending on what’s legal in your region. In some cases, you can use these e-signature platforms in tandem with real-time video conferencing, allowing the witness to observe the signature process even if they are not in the same physical location.

Some platforms may also capture data like location or IP address when electronic documents are signed, so you’re able to confirm that the signer and the witness were in the same place when the signing occurred.

Also, many of these platforms include features like electronic signature verification to ensure you never need to doubt the security or legitimacy of the e-signatures you receive.

However, there are some restrictions, and not every jurisdiction, company, or lawyer will accept electronic signatures from witnesses. Also, keep in mind that there are many examples of electronic signatures, so make sure to get the proper type.

While there’s no question about the legality of electronic signatures in general, some types of contracts (such as wills or trusts) typically need to be witness-signed in wet ink while the signer and witness are together in person, so electronic signatures may not work in all cases.

Electronic Signature Witnessing With Signaturely

If you’re looking for an electronic witness signature solution, consider Signaturely. It’s a streamlined and user-friendly platform to help you create and prepare business or financial documents, securely send them to signers, and get them signed rapidly. Signaturely offers many templates, seamless collaboration, automatic reminders, and contract management, as well.

Signaturely also makes it effortless to convert a signature to a digital signature, and it works on a variety of devices like computers, mobile phones, and tablets.

The process for electronic witness signing with Signaturely is also incredibly straightforward:

1. Start by logging into your Signaturely account and navigating to Documents, and then clicking Create Document.

2. Choose to either upload a file, import a file, or select a template. Once you’ve selected the right one, click Prepare Document.

3. From there, you’re taken to the contract you’ve uploaded and can prepare the document for signing and choose whether to sign it, send it for a signature, or both.

Once the contract is set up in the platform, bring a compatible device to the in-person meeting between the witness and signer(s) so they can sign the contract electronically.

This is very similar to the traditional in-person witness signing process, except with the added security of an electronic signature, easier management, and no paper waste.

If you’re interested in seeing if Signaturely is right for your witness signature needs, be sure to try out the generous free trial.

FAQs About Witness Signatures

Here are a couple of common questions about witness signatures, along with their answers.

What You Need to Remember About Witness Signatures 

A witness signature is a crucial component in ensuring that legal contracts and agreements are signed willingly and authentically by all parties. Having someone witness the signing of these documents (and then sign it themselves) helps to reduce fraud, enforce the terms in a contract, and validate that the contract is legitimate.

While it’s not always legally required, many types of contracts benefit from witness signatures, including wills, power of attorneys, trusts, and property or financial transactions.

The post Witness Signatures & When to Use Them appeared first on Signaturely.

Unfortunately, constantly managing dozens, hundreds, or even thousands of contracts can be a frustrating and exhausting experience for legal teams if you don’t do it properly. There are also multiple challenges you’ll likely run into as you manage the contract life cycle.

Let’s take a closer look at these challenges, what causes them, how to solve them, and how to use contract lifecycle management software to support the entire process.

What Challenges Do Companies Face in Contract Lifecycle Management?

While every company strives for perfect contract lifecycle management, that’s much easier said than done. Here are seven of the most common problems you may experience while managing your contract, including how they happen and what you can do to solve them.

1. Inefficiency

One of the most challenging parts of the contract management process is inefficiency. Often, a business uses more resources than necessary to complete a task or job, whether that resource is time, money, or employee effort/energy.

This inefficiency can slow down everything from creating documents, getting signatures, renewing contracts, or even locating them in the first place.

Inefficiency in the workplace is often caused by being stuck with time-consuming and cumbersome manual processes and/or not having the proper systems in place to optimize your contract process.

A good way to boost efficiency is to utilize automation where possible. This could be anything from document automation to speed up the process of creating contracts, automating workflows and reporting, or automatically routing contracts so they reach their destination as quickly as possible.

In addition to automation, businesses can enhance contract management efficiency by utilizing electronic signatures to expedite the signing process or by integrating with other systems to streamline data flow.

2. Problems Tracking Contract Changes

Trying to keep track of and manage all the revisions, amendments, signings, and other “moving parts” within the contract lifecycle can often be complicated and time-consuming.

If you don’t properly notice or even know about these changes, it can lead to missed deadlines, errors, and widespread confusion or miscommunication throughout your organization.

To solve this issue, use a contract management solution that allows you to view the activity of any contract, ensuring you’re never in the dark. This way, you’ll have no issues keeping track of and checking for document changes in seconds.

Signaturely makes this easy: Simply log into your account and navigate to the Documents tab along the left sidebar. Once you’re there, locate the contract you want to view the changes for, and click Options under the Actions column.

From the dropdown menu, select Activity, and it’ll take you to a screen that shows you any changes made to the contract, as well as when they occurred.

3. Security Concerns

Overcoming security threats and concerns is another challenge for contract managers. You need to ensure that you’re protecting all types of sensitive data, including your company information, the private details of your clients and customers, and the non-public details that may be found in your contracts. If not, you could end up with a ruined reputation, unhappy clients, and lawsuits or fines to deal with.

Some of the main ways that this data can end up in the wrong hands include hacks, data breaches, or even an accidental leak or release due to human error.

Thankfully, there are several ways to enhance your security efforts, including encrypting all data, implementing access controls, utilizing continuous monitoring, and conducting regular penetration testing.

Another great way to enhance the security of your account and protect the contracts you manage is to enable two-factor authentication on your account. The process is generally easy, only takes a few seconds, and makes your account much more secure.

To add two-factor authentication in Signaturely, just log into your account and go to the Settings tab on the left sidebar. Once in the Settings menu, click on Profile.

Scroll down until you reach the section to set up and activate your two-factor authentication. You can choose to either set up SMS two-factor authentication to send codes to your phone or have the codes sent to your Google Authenticator app.

4. Disorganized Contract Storage

Disorganization often occurs due to having contracts scattered across multiple locations, using multiple file-sharing platforms that don’t integrate well, or failing to train your team on how to properly organize and label different contracts. This  leads to several issues, like a lack of visibility, difficulty finding documents when you need them, and issues with version control and tracking obligations.

This problem causes a lot of frustration and annoyance within your team, wasting a significant amount of time that could be better spent elsewhere. Thankfully, many digital signature solutions like Signaturely also offer ways to organize and store contracts with ease.

For example, in Signaturely, you can easily organize your contracts into different folders to ensure you can always find the specific ones you’re looking for. Using multiple folders in one platform is a good way to split up contracts while keeping all of them consolidated in one application

To create a folder in Signaturely, just navigate to your Documents tab in the sidebar and click the Create Folder button.

Once you create and name a folder, you can easily move contracts into the folder by clicking Options under the Actions column, selecting Move to, and selecting which folder you want to send the specific contract to.

5. Inconsistencies Between Contracts

Another incredibly common issue is having inconsistencies between contracts. This could be inconsistencies around the wording in contracts, how contracts are signed, the terms and conditions mentioned in the document, and more. This can cause two contracts, which should look relatively similar, to end up being unnecessarily different. 

This inconsistency is often caused by a lack of standardization in how your contracts are created. If there’s no proper procedure or best practices for your team to follow, or no template/workflow to use, different people may create vastly different contracts.

To solve this issue, you simply need to create a template and/or procedure for creating contracts and their associated details.

To ensure contracts remain consistent throughout your organization, share these procedures and best practices with everyone to maintain optimal consistency and reduce the risk of errors.

6. Lack of Communication and Collaboration

Of course, a lack of communication or collaboration amongst your team makes managing contracts difficult, too. This can be defined as a team that doesn’t share information, fails to keep each other updated about progress, doesn’t provide feedback, or communicates in an incredibly vague manner.

These types of communication issues can lead to disputes, misunderstandings, widespread confusion, and differing expectations. 

Thankfully, this is a problem that’s easily solved by aligning understanding across your team: being more clear about expectations, encouraging open dialogue, building morale with team-building activities, and ensuring there are easy ways for people to communicate and work together. This could be through a collaboration platform, a messaging app, or simply frequent meetings.

Additionally, utilizing solutions like Signaturely facilitates enhanced communication and collaboration by streamlining the team collaboration process. In fact, you’re able to add team members directly to your account with Signaturely. This lets them create documents, manage and organize contracts, and collaborate with you right in the platform.

All you need to do is log into your account and click the Add Team Member button at the top of the screen. This opens up a window that lets you invite a new team member (or multiple members) to your account, simply by providing their email and name.

7. Issues with Compliance

Another challenge you may face is remaining compliant. Compliance is all about adhering to the terms and conditions outlined in the agreement, abiding by any internal policies you or your clients may have, and obeying any applicable laws or regulations in your area.

If you don’t comply, you may end up breaching the contract or even breaking the law, and could face lawsuits, fines, penalties, or an inability to enforce the contract at all.

There are several factors that can lead to compliance-related issues within your contract management process, including inadequate contract visibility, failing to stay current with industry regulations, and not effectively tracking contract amendments as they arise.

To overcome this challenge, you should have a compliance policy in place. This should include a list of the relevant laws and regulations in your industry to be aware of, any internal policies you must adhere to, and the overall expectations for your team. There should also be clear roles and responsibilities for your team, so everyone knows what’s expected of them, to ensure all aspects of the contract are above board.

Using Software to Overcome CLM Challenges

A great way to deal with and overcome these common challenges is to implement contract lifecycle management (CLM) software. CLM software is designed to help companies streamline the entire contract management process, from creating contracts to getting them signed, keeping them secure, renewing them, and every other aspect of the management process.

Many of the best contract management software solutions for small businesses have centralized storage to keep all contracts in one place, offer automated workflows, and help track compliance. This ensures your contracts abide by all proper rules and regulations and don’t break any laws, which could put your company at risk.

These platforms also facilitate collaboration and communication across your team, making it easy to share information and have multiple teams or individuals working on a contract simultaneously.

They can also keep you updated on the status of your many contracts, help negotiate terms, identify potential risks or shortcomings within a document, and provide useful insights and reports on how your contracts are performing over time.

Many also offer features like free document signing, templates, and/or various integrations to provide a comprehensive and unified view of your contract data.

Signaturely is the Solution to Contract Lifecycle Management Challenges

If you’re looking for the best contract management software to help overcome these challenges and more, consider Signaturely. It helps you optimize your contract lifecycle process by offering centralized management, automatically tracking your documents, and providing an audit trail for all contracts.

It apprises you of all document activity in real time, has searchable records, lets you collaborate with others easily, and integrates seamlessly with several tools you may already use within your organization.

In addition to being great for managing contracts throughout their lifecycle, it’s also among the best e-signature software options in the industry. It streamlines the signing process with remote signing, sends reminders and follow-ups, offers guided signing, and has several ready-to-use templates to speed up your contract creation process.

If you’re interested in using Signatuely to help optimize and improve your contract lifecycle management, don’t hesitate to try the free trial to see if it’s right for your needs.

FAQs About Contract Lifecycle Management Challenges

Interested in learning more? If so, here are a few common questions about contract lifecycle management challenges, along with their answers.

Final Thoughts About CLM Challenges

While contract lifecycle management is a critical part of running a business and remaining compliant, there are a few challenges you may face during the process. These range from inefficient manual processes to security concerns to a lack of consistency between contracts. 

Thankfully, using a software solution like Signaturely helps you to solve these issues by providing useful features and a centralized database to keep all of your contracts safe, secure, and easily accessible. This ensures you have a successful contract management process for all your contracts.

The post 7 Contract Lifecycle Management Challenges to Keep in Mind appeared first on Signaturely.

These potential risks are why every business needs to have a contract management process in place to keep everything organized, secure, and easily accessible.

Let’s take a closer look at legal contract management: what it is, the process involved, best practices to keep in mind, and so much more.

What is Legal Contract Management?

Legal contract management is the system or process that a company has in place to handle important documents and agreements. This process tracks, manages, and oversees every aspect of the contract lifecycle, from the creation of the contract to its eventual termination.

This is not only a matter of keeping contracts safe, but also ensuring that all parties adhere to the terms of the contracts, manage risk, maintain compliance, enhance productivity, and improve contract visibility.

Who Handles Legal Contract Management?

The legal operations team generally handles legal contract management within a business. This may be a single individual or administrator, or an entire collection of people, depending on the size of the entire business and its legal contract needs.

This individual or team is responsible for making sure contracts comply with all necessary laws, align with company policies, and don’t put the organization at risk. They may also assist with negotiating contracts, offering valuable advice, maintaining contract records, resolving disputes or disagreements, and addressing other issues that arise.

While it’s mainly the legal team that manages these contracts, they may collaborate with other teams such as procurement, finance, and operations.

Understanding the Legal Contract Management Process

To truly understand what legal contract management is and what it entails, it’s crucial to understand the contract management process. To start, here’s a step-by-step guide to the contract lifecycle.

1. Planning: T First, you need to think about the kinds of contracts you’ll need to draft, the number of contracts you’ll need, who’s going to handle the creation and management of the contract, and more. Once you have this plan in place and know who is responsible for what, you can begin crafting your contracts.

2. Creating Your Contracts: This is when you’ll actually create your contract(s). You’ll need to do so carefully to ensure the contract reflects the terms of the agreement and has all the necessary conditions and information. It should include all important dates, the services or products each party receives, pricing, and any contingencies. Also, while you could start from scratch, there are several contract templates you can start from, too.

3. Internal Collaborations and Revisions: Once the first draft of the contract is done, the next step is to collaborate with others to ensure nothing was missed. By having multiple people review and revise it, there’s a lower chance of something being missed or left out. Whoever is responsible for creating and editing the contract also needs to ensure it’s forwarded to the individual or team responsible for ultimately delivering it to the client, customer, or employee.

4. Negotiation and Signing: Once the contract is finalized and in the proper hands, the next step is negotiation and signing. In some cases, the contract can be signed immediately by everyone; however, if any party has issues with certain parts of the contract, it can be amended at this stage.

5. Contract Management Stage: When the contract is signed and the agreement goes into effect, you enter the contract management stage. This involves keeping track of all obligations and ensuring that both parties comply with the terms outlined in the agreement. This is when you’ll also track any milestones, monitor any changes, and ensure the contract is safe and secure.

6. Renewal or Termination: Eventually, when the terms of the contract are near expiration, you’ll  either need to renew the contract or end it. If you renew, you will need to decide whether any terms or conditions need to be changed, or if everything can continue as before, effectively. If you’re ending the contract, ensure both parties have completely fulfilled their obligations so there are no loose ends. During this stage, you may also conduct audits to assess the effectiveness of the contract.

Overview of Legal Elements of a Contract

It’s also crucial to be aware of the legal elements of a contract, as these are what make a contract legally binding. If these elements aren’t present, a contract may not be enforceable. In total, there are six elements that you need to be aware of:

• Offer: The offer is when one party communicates their terms to another person, and that person can either accept, decline, or negotiate. This offer outlines the terms of the agreement and typically explains what each party will receive from the deal.

• Acceptance: This occurs when the person who received the offer agrees to the terms laid out by the offeror. To be legitimate, the acceptance needs to be clear and definite. Also, once an offer is accepted, the terms can no longer change.

• Awareness: For any contract to be legal, both parties need to be aware of the fact that they’re entering into an agreement with one another. Each needs to be completely aware of all the terms laid out and confirm that they know those terms and conditions bind them.

• Consideration: In this context, consideration is what each party is obligated to do or provide as a result of the contract. It’s essentially something of value that each person exchanges with the other. This doesn’t need to be money for a product or service; for instance, it could be an exchange of services, products, or a variety of other options.

• Capacity: You need to ensure that all parties have the legal capacity to enter the agreement. For example, someone who is a minor, currently under the influence of a substance, has limited cognitive ability, or doesn’t fully understand the language the contract is written in may not have the capacity to validate a contract.

• Legality: For a contract to be considered legal, it must comply with the law. Any contracts that involve illegal products or services won’t be enforceable. The laws a contract is subject to depend on the location where it operates and is enforced.

Contract Management Software for Legal Departments

Instead of handling your legal contract management manually, it’s generally a good idea to use some contract management software. These are digital platforms that streamline and simplify the contract lifecycle management process, helping you save time and money.

Some of the benefits of contract management software include:

• Quickly finding contracts in seconds
• Speeding up approval and signing
• Mitigating risks
• Automating manual tasks
• Tracking changes
• Securely storing contracts
• Assigning responsibilities
• Ensuring teams are aligned

These tools not only help you manage and keep track of all contracts in one place, but they also reduce your risks as much as possible and help you maintain compliance.

There are many software options out there with the features you need to manage your documents, including Signaturely, properly. Of course, each solution may have slightly different features, so be sure to do your research to find one that includes the features you need.

For example, Signaturely makes it simple to create contracts from scratch or bring in contracts you’ve created elsewhere. All you need to do is sign in to the platform, navigate to the Sign section, and choose to either Upload File, Import files, or Choose Template. From there, click the Prepare Document button to move forward and prepare the document for signing.

Best Practices for Legal Contract Management

If you want to take your legal contract management process to new heights and ensure you’re doing things properly, here are a few best practices to keep in mind.

Centralize All Documents

Firstly, it’s a good idea to centralize all of your legal documents in one place for easier management, access, and collaboration. If you have to search through multiple databases or online platforms to find and manage legal contracts, it increases the risk of misplacing them later. As a result you may open yourself up to legal penalties like fines or lawsuits, and this loss may also lead to missed deadlines, unhappy customers, or being unable to prove or establish a claim.

Some examples of legal documents that you should make an effort to centralize include:

• Non-disclosure agreements
• Payment agreements
• Property management contracts
• Independent contractor agreements
• Loan agreements
• Retainers
• Sales contracts and more

Speed Up the Process with Templates

Legal contracts tend to be full of complex terminology—what many call legalese—and specific terms and conditions. As you might imagine, building these complex contracts from scratch is a time-consuming and challenging undertaking.

But instead of creating them from scratch, you can dramatically speed up the process by using templates.. There are several free templates you can use for a variety of different types of contracts and agreements, and they can save you a ton of time and effort.

Automate Contract Management

Even if you simplify and speed up the process of creating legal contracts, they’re still a pain to manage manually. As a result, you should look to find ways to automate the management process, especially if you’re dealing with a mountain of contracts like many legal teams are.

This could involve integrating templates with data from your customer relationship management (CRM) platform, so that information populates automatically; establishing automated workflows; or utilizing AI to help extract, analyze, and review contract data.

All of this frees up more time for legal teams to focus on strategic matters, instead of manually managing contracts and agreements.

Using Electronic Signatures

Not only are electronic signatures secure, but they’re often much quicker to get than trying to organize an in-person meeting to get a wet-ink signature.

If you’re worried about the legality of using electronic signatures, or “e-signatures,” you shouldn’t be. This is because e-signatures are legally binding in the U.S. and have the same legal status as a handwritten signature.

However, keep in mind that some kinds of contracts, such as wills and some types of court orders, may still require a handwritten physical signature. Still, for many other types of contracts, using electronic signatures is completely fine.

The good news is that some contract management software for small businesses include e-signatures as a feature. The process for receiving and providing these signatures is also easy with most platforms, such as Signaturely:

1. Begin by creating or importing a contract using the process outlined earlier in this guide.

2. Once you’re in the Prepare for Signing stage, you can either choose to sign the document, sign it and send it to someone else for a signature, or simply send it to someone else to sign. You can also add viewers to the contract, as needed.

Pay Attention to Security & Compliance

You must ensure that every contract is compliant with all applicable laws and regulations in your state and/or industry, and that sensitive and private details within these contracts are kept secure.

If not, you run the risk of experiencing massive issues like data breaches, lawsuits, hacks, and more, which can not only hurt your reputation but also cost you a ton of money. While it might be quicker and more efficient to cut corners when it comes to security or compliance, doing so puts your entire company at risk.

Also, you need to make sure the contract lifecycle management software you use takes security seriously and has proper precautions in place, like multi-factor authentication, audit trails, encryption, and more.

The last thing you want is for your contracts to be leaked in a data breach or hacked because a platform has lackluster security features in place.

Invest in Team Training

Training your legal team to manage contracts effectively is crucial, as it empowers them to handle complex contracts with confidence and ensures they are familiar with all the key terms and conditions within the agreements. It also helps them recognize issues, identify problems, have knowledge of compliance, and more.

Training also mitigates risk, boosts efficiency, and reduces the amount of time your team wastes. If training doesn’t occur or isn’t thorough enough, your team may not be equipped to properly manage contracts, which may lead to contracts being lost or deleted, stored in the wrong place, or shared with the wrong people.

Designate a Point of Contact for Contracts

By designating a specific point of contact for contracts, you  simplify the entire process and improve clarity. If there are too many people to reach out to , it can become convoluted and confusing. Additionally, these individuals may provide different responses, which can be frustrating for everyone involved and lead to misunderstandings and errors.

Always Negotiate

Lastly, you should always make an effort to negotiate the terms of any legal contract. This ensures the terms are fair, your interests are protected, and there’s a lower risk of disagreements taking place.

Negotiating also ensures you get proper value out of an agreement and gives you a way to clarify confusing or ambiguous terms.

A standardized negotiation process helps non-lawyers within your team negotiate without always needing to take up a lawyer’s time. Creating this process also speeds up negotiations and ensures consistency.

Optimize Legal Contract Management With Signaturely

If you’re looking for a legal contract management system that’s versatile and powerful, while still being simple enough for almost anyone to use, consider Signaturely. It helps you easily manage contracts and streamline the entire lifecycle, from securing electronic signatures to viewing contract activity and making amendments if needed.

The platform also has a variety of other useful features for companies creating and/or managing contracts such as free templates, seamless collaboration, automatic reminders, an audit trail, and more.

The process for managing contracts in the system is also surprisingly easy. Once you’ve created your contract and completed signatures using the processes we outlined earlier, you can begin to manage it effortlessly.

1. First, to locate your contracts, navigate to the Documents section of the platform. Here, you’ll see a streamlined list of your contracts, along with their creation dates and the individuals who created them.

2. In addition to keeping everything in one place for easy contract location, this page also lets you take several actions, such as editing and resending contracts, deleting the document, viewing activity, renaming it, or even moving the contract to another location for better organization.

So, whether you need to simply view your contracts in one centralized place, or want to be able to monitor contract activity and make amendments in seconds meticulously, Signaturely makes it easy.

If you want to try out Signaturely for yourself and see if it’s right for your contract management needs, don’t hesitate to check out the free trial.

FAQs About Legal Contract Management

Here are a few common questions about legal contract management, along with their answers.

Final Thoughts About Contract Management for Legal Professionals

Properly managing your legal contracts is crucial to ensure compliance, boost productivity and efficiency, and effectively manage risks. Improper management often leads to issues such as losing contracts, accidental deletion, or wasting a significant amount of time and effort trying to track down information. Many of these may come with steep penalties or losses to your reputation.

Thankfully, by using the right legal contract lifecycle management software and keeping the best practices we covered in mind, you can optimize your contract management process for all of your legal documents.

The post Legal Contract Management: What to Know + Best Practices appeared first on Signaturely.

• Vague terms
• A lack of information
• Fraud or misrepresentation
• A party has a lack of legal capacity
• It was signed under duress
• It has illegal or unlawful terms

If a contract is deemed null and void, it’s not legally binding, and you and the other parties involved will have wasted valuable time, money, and effort negotiating it.

To help you understand more, this guide explains what makes a contract null and void, how to prevent such contracts, and additional information.

What is a Null and Void Contract?

A null and void contract is essentially a contract that isn’t valid and cannot be enforced. The entire contract has no legal effect, almost like it had never existed in the first place.

As a result, neither party has any legal obligation to do anything outlined in the contract, as there’s no way for the other party to enforce it. If any property, money, or other assets were exchanged by a null and void contract, they have to be returned.

For example, if a person signs a contract to sell someone a home for $100,000, but it’s later discovered that the individual didn’t have the legal right to sell the home, the money would be returned to the would-be buyer once the contract is deemed null and void.

What Makes a Contract Null and Void

Let’s go over the potential reasons why a contract may become null and void, and therefore, how you can prevent these issues from the start.

Vague Terms

If the terms laid out in a contract are vague and confusing, it may make the contract void. Terms that aren’t clear often leave room for interpretation and can lead to misunderstandings, disputes, and may even make the contract difficult or impossible to enforce.

There are several examples of vague terminology that may void a contract. For example, if a contract says that a party needs to finish a job “as soon as possible”, there’s no deadline, and thus it’s unclear when it needs to be done by.

Similarly, if a contract says that a party needs to make “reasonable efforts” to deliver a package on time, what’s considered “reasonable” is subjective and may be argued between parties.

To prevent this problem, make sure to clearly define all of the terms and conditions in a contract with exact dates, objective language, and wording that can’t be interpreted in different ways.

Insufficient Information

Similarly, if a contract is incomplete and/or contains insufficient information, it may become void. For example, if a contract doesn’t state the date when the contract begins and/or ends, or lacks details on the price of an item being sold, it may be invalidated.

Additionally, if the contract contains certain fields or sections that aren’t filled out or are only partially filled out, it may not be legally enforceable.

To avoid this issue, ensure that every section and field is completed and that no essential elements of the contract are omitted. Make sure you clearly specify all important dates, deadlines, prices, terms, and conditions.

Fraud or Misrepresentation

Contracts in which one person conceals a fact or lies about something to convince another person to sign may be grounds for invalidation. Similarly, intentionally deceiving another person with the language in a contract to try and manipulate them into doing something detrimental to themselves may also cause a void contract.

For example, let’s say person A claims to be an electrician and enters into a contract with person B to rewire their home. However, if it is discovered that person A has no experience as an electrician, the contract is void because person A has misrepresented themselves and their abilities.

To prevent accidental fraud or misrepresentation in the contracts you create, ensure you’re transparent and honest about everything, use clear language, and be open to questions and concerns from signers.

To catch fraud or misinterpretation as a signer, verify as much information as you can before signing anything, ask detailed questions, and if you’re still concerned, consider reaching out to a professional for legal advice.

Lack of Legal Capacity

Legal capacity is one of the main requirements for an e-contract to be valid. If either party lacks the legal capacity to enter into an agreement, it becomes void. For someone to have this “legal capacity”, they must be capable of both understanding and agreeing to the terms of a contract.

There are several ways someone may be deemed as lacking the legal capacity to sign a contract. This includes if they’re:

• A minor
• Mentally incapacitated or not of sound mind
• Under the influence of drugs or alcohol

To prevent this issue, verify that every party is of legal age and is of sound mind/not under the influence of anything when reading and/or signing the contract.

Duress or Undue Influence

A contract is also rendered null and void if someone threatens or coerces another person into signing it. This could be a physical threat, a psychological threat, blackmail, or even just putting an unreasonable amount of pressure on someone to sign something against their will.

For example, someone is under duress if another person threatens to release embarrassing secrets or stories about them if they don’t sign a contract.

While you may not know if a signer is under duress from another party, you can do your part to prevent any sense of coercion on your own behalf. Ensure that you provide a reasonable amount of time for them to sign it and ask them to confirm that they’re signing the contract willingly and under their own free will.

Illegal Activity

Of course, if a contract involves or mentions any illegal activities, it won’t be valid. For example, if you sign a contract to transport illegal goods or launder money for a criminal organization, it’ll be immediately void as it violates the law.,

The way to prevent this is easy, as you simply need to ensure any contracts you create or sign don’t contain anything illegal or unlawful. Keep in mind that some laws vary from state to state, so always be aware of the rules and regulations applicable to the location where your contracts are being signed.

Preventing Null and Void Contracts

Now that you’re aware of what makes a contract null and void, let’s go over some tips to prevent this from happening for your contracts.

Clearly Define All Terms

Having clear and defined terms is one of the most important aspects of making a contract valid. Ensure all language is objective and can’t be misconstrued in different ways. While creating the contract, take the time to write it carefully and ensure every word is clear, deliberate, and leaves no room for confusion or disputes.

Also, add as much detail as possible throughout the contract and clarify everything if there’s even a chance it may be misinterpreted. Sure, this effort may make the contract a little longer, but that’s better than having the entire contract voided due to a lack of details and clear definitions.

Use Electronic Signatures

The way contracts are typically signed is evolving over time as more organizations adopt electronic signatures. Not only are they more convenient for everyone, but they’re often more secure, too.

While you may be wondering if a typed signature is legally binding, the answer is generally yes. Electronic signatures are equivalent to written signatures in many cases, thanks to the Electronic Signatures in Global and National Commerce Act (ESIGN Act) and the Uniform Electronic Transactions Act (UETA).

However, keep in mind that these signatures aren’t always valid. Some types of contracts (such as wills or powers of attorney) may still require written signatures. Also, be sure to familiarize yourself with the electronic signature laws by state to ensure all of your contracts remain legal and valid.

In addition to being legally binding in many cases, getting documents signed electronically is also streamlined and straightforward, especially when using a tool like Signaturely. This is an e-signature platform with several features to help you get contracts signed, manage your contracts, and more.

The process for getting contracts signed in Signaturely only takes a few simple steps.

1. Log in to your account, navigate to Sign on the left sidebar, and either upload your file, import your file, or choose a template. Once you have chosen the contract, click Prepare Document.

2. Next, choose whether to sign the document yourself, sign it and send it to someone else for signature, or just send it to someone else for signature. After adding your recipients and signers, click Continue.

3. After adding the fields where you want the contract to be signed, click Save and then send it for signature.

Consider Legal Advice

If you’re worried about your contracts being void, consider reaching out for legal advice from a professional. These legal experts are deeply familiar with all aspects of contract law and should be able to pick out any parts of your contract (or a contract you’re signing) that are concerning. 

In addition to keeping contracts valid, this advice also protects your interests, provides peace of mind, and reduces the likelihood of future disputes. You could ask them anything, from the legality of electronic signatures to whether or not the terms in a contract are clear enough or, simply,  whether the contract is fair.

Perform Due Diligence

Due diligence is a crucial aspect of both developing a strong and legally binding contract and signing contracts. This means gathering as much information as possible about the parties involved (and the details of the contract itself) to ensure everything is above board.

This may include verifying facts, assessing the mental capacity of all parties, conducting background checks, researching companies or individuals, and ensuring the terms of the contract are legally compliant.

The purpose of this research is to give you a better understanding of the contract and those involved in it, to make sure you have as much knowledge as possible before finalizing the deal.

Additionally, note that the type of due diligence you conduct also depends on the type of contract. For example, suppose you’re using e-signatures for a contract you’re sending to a client. In that case, you want to ensure that electronic signature verification is in place so you can confirm the signature came from the right person.

Triple Check Your Contract

Once the contract is written, read through it multiple times to check for any issues or problems that may void it. In addition to checking it over yourself, consider handing it off to someone else (or numerous people) so they can give it a fresh set of eyes and see if they see anything problematic.

Checking over a contract multiple times is also important for people signing a contract, to ensure that they don’t miss something that may come back to bite them in the future.

Sure, it may take a little extra time, but you’ll be thanking yourself if one of these triple checks catches something that could have voided an otherwise valid contract.

Ensure a Written Record

Agreements come in a variety of different shapes and sizes, including some that are difficult to prove and enforce, such as oral or handshake agreements.

The question of whether a verbal agreement is legally binding is confusing and largely depends on the context and jurisdiction. However, even if they are, they can be difficult to enforce, as there’s no evidence that it ever occurred.

As a result, you should keep a written record of any important verbal agreement that takes place. However, keep in mind that just because something is written doesn’t automatically mean it’s a legally valid contract, either. For example, the question of whether an email is legally binding is a complicated one and depends on several different factors.

When in doubt, create a valid written record and a lawful contract for any agreement that you’re afraid might not be enforceable without one. If not, your verbal or handshake agreement that you thought was legal may end up void.

Difference Between a Voidable and Void Contract

While a void and voidable contract may sound similar, there’s a key difference. A void contract is one that was never valid or legal in the first place, due to any of the reasons listed previously.

An example of a void contract is an agreement to sell illegal substances, which is void because it includes terms that are against the law.

On the other hand, a voidable contract starts valid, but may contain certain aspects or conditions that may allow one or more parties to void the contract legally. Some reasons a contract may be voidable include that it fails to disclose an important fact, has incredibly unfair terms, was signed under duress, or contains a mistake. The contract also remains valid until a party decides to take action and void it.

An example of a voidable contract is one where a home seller conceals a defect, such as a cracked foundation or another major issue, and fails to disclose it to the buyer. Because the seller didn’t disclose this important fact, it may make the home sale contract voidable.

As a result, it’s important to keep in mind that voidable contracts can often be just as problematic as void contracts, only that the issues with them may not be discovered immediately.

How to Legally Void a Contract

If you want to know how to void a contract legally, there are several different ways it can happen:

• One party provides false information or conceals important details from another.
• A person forces, threatens, or coerces another to sign a contract against their will. 
• One or more parties lack the capacity to enter the agreement. This may be due to being a minor, or being under the influence of drugs or alcohol.
• If the terms of the contract are incredibly one-sided, unfair, or oppressive.
• There’s a mutual agreement between all parties to end the contract.
• If one person breaches the contract, the other may be able to void it.
• If there’s a common mistake about a fundamental aspect of the contract.

Avoid Null and Void Contracts With Signaturely Templates

One of the best ways to avoid the headaches, frustration, and legal issues that come from null and void contracts is to use templates for your agreements. This is because they save you time, give you a head start on your contracts, boost consistency, and often contain the legally essential provisions to ensure compliance.

Signaturely offers a comprehensive collection of contract templates, which have all been reviewed by both proofreaders and legal experts to ensure they’re high-quality.

In addition to offering many useful templates to get your contracts off to a strong start, Signaturely also allows you to sign contracts online, manage all your contracts in one place, and view document activity in seconds. The platform also keeps an audit log for all contracts and offers seamless collaboration with others.

If you want to try Signaturely out and see if it’s right for you, make sure to check out the generous free trial.

FAQs About What Makes a Contract Null and Void

If you still have questions about what makes a contract null and void, check out these frequently asked questions and their answers:

What You Need to Remember About Null and Void Contracts

When you’re creating or signing contracts, it’s important to be aware of the things that may make it null and void. If not, you could end up with a contract that’s unenforceable, invalid, and has no legal effect.

Thankfully, there are several steps you can take to ensure your contracts are always valid, including clearly defining all terms, conducting thorough due diligence, reviewing the contract multiple times, and utilizing high-quality templates.

The post What Makes a Contract Null and Void? appeared first on Signaturely.

Thankfully, some digital tools and solutions can help automate this management and reduce the amount of manual effort your team exerts, thus saving you plenty of headaches in the process.

This guide provides an overview of the 10 top SaaS contract management software options, helping you select the ideal one for your business.

Importance of SaaS Contract Management

Proper SaaS contract management is crucial to your business’s success, as it directly supports your ability to retain revenue, maintain compliance, mitigate risks, and gain a better overall understanding of your contracts. By keeping track of all of your contracts, you also ensure both you and your customers are abiding by all agreed-upon terms.

Suppose you’re not managing your SaaS contracts properly (or at all). In that case, you may be wasting a ton of time, losing revenue, not complying with important regulations, or inaccurately billing certain customers. For example, stats show that contract mismanagement can lead to a 9.2% loss in annual revenue for businesses.

What is SaaS Contract Management Software Used For?

SaaS contract management software is used to help companies manage and optimize the entire contract process and lifecycle. It helps you centralize all of your contracts for easy storage and management, create automated digital workflows, analyze contract data, and negotiate and renew contracts.

SaaS Contract Management Lifecycle

To truly understand and get the most out of SaaS contract management software, you first need to familiarize yourself with the SaaS contract management lifecycle. This is essentially the entire process that a SaaS contract goes through, from creation to termination:

1. Contract Creation – This stage is when your company begins creating a SaaS contract, either starting from scratch or using templates. Here you’ll draft all the terms, conditions, and other content in the contract before it’s sent to customers. This includes the scope of use for the license, subscription terms, bandwidth, data ownership, security, and more.

2. Negotiation – The negotiation stage is when the terms of the contract are ironed out between all parties, and any questions or concerns are brought up.

3. Execution – Once the contract is approved and all parties agree to its contents, it is signed and becomes a legally binding agreement, enforceable by law. The customer can now use your solution in return for an annual or monthly payment.

4. Storage/Management – Next, it’s up to you to securely store all SaaS contracts between you and your customers. In addition to being secure and compliant with all necessary laws, the storage database should be easy to navigate and give you full visibility of all contracts for proper management. This makes it easy to locate contracts, analyze data, and ensure that all parties are adhering to the terms.

5. Renewal or Termination – Once a SaaS contract is nearing its end, you need to decide whether to renew the contract as is, renegotiate terms, or terminate the agreement altogether. Note that most SaaS contracts renew automatically, but this is all the more reason to stay on top of their lifecycle — so you know what might auto-renew and what is set to expire.

Best SaaS Contract Management Software At a Glance

10 Top SaaS Contract Management Software Options for 2025

Now that you’ve got a glimpse of each contract management tool, let’s take a closer look at each one and go over why it’s worth considering.

1. Signaturely

Signaturely is a popular SaaS contract management and e-signature platform that speeds up and streamlines the process of gathering signatures and managing contracts. It’s easy enough for anyone to use, and it helps you reduce errors, improve compliance, and collaborate with your team more easily than ever.

Its speed and Guided Signing feature offer ease of use for signers, and the platform provides full control throughout both the signing and management stages of the contract management lifecycle. Signaturely also offers dozens of contract templates, a legal audit log, and streamlined document storage.

Key Features for SaaS: 

• Time-saving templates: Signaturely makes it easy to start your contracts off on the right foot with dozens of unique and varied templates to choose from. You can also easily manage, edit, and search through your previously used templates.

• Document activity: You can easily view the document activity for each contract, so you can stay up-to-date on who’s viewed, sent, or signed each document. The platform also saves a legal audit log that contains all critical data from your signers, just in case you need it.

• Useful integrations: Like many of the best paperless apps, Signaturely offers a variety of useful integrations to ensure your workflows are as streamlined as possible.

• Document preferences: The platform also lets you fine-tune your contracts, as you can set how you want them to be signed, set security access, enable audit trails, and more.

Pricing: Signaturely has a straightforward pricing structure: a Personal plan for $25/month and a Business plan for $50/month per user. You can also save 20% if you pay annually. The platform also offers a free account that lets you send one document for signature per month, or a 7-day free trial of its more robust features.

Customer Reviews: Users appreciate the numerous SaaS integrations the platform offers and praise the interface for its user-friendliness and intuitiveness. Many comments also appreciate the simplicity of using templates and uploading contracts. The sources for these reviews, as well as the reviews for all other platforms in this guide, include G2 and Capterra.

2. PandaDoc

PandaDoc is a contract management system that aims to be a complete solution for agreements. It helps with all stages of the process from creation to collaboration, signing,  analysis, and more.

The software has widespread compliance, several security features, and helps optimize a wide variety of different contracts and agreements. Of course, while it’s a decent option, there are also many PandaDoc alternatives that you may want to consider, too.

Key Features for SaaS: 

• Drag-and-drop editor: Helps simplify the process of creating tailored contracts and documents.

• Tracking document metrics: Keep track of everything related to your contracts, including how often it was viewed, how long it was viewed, whether it was downloaded, and more.

• Real-time collaboration: Edit and work on documents with others on your team in real-time.

Pricing: PandaDoc pricing is clear, as it offers a Starter plan at $35/month per user and a Business plan at $65/month per user. If you opt to pay annually, you can save up to 46%. It also offers a customizable Enterprise plan, although individualized pricing details must be obtained by contacting the company. PandaDoc also offers a 14-day free trial and a free account.

Customer Reviews: Many customers appreciate the ability to build, edit, and modify contracts on the go, as well as the convenience of collaborating with others when designing documents. Some comments also highlight the ability to create templates, the quality of the customer support team, and the notifications that PandaDoc provides. However, some comments mention that the platform is slow to load and laggy at times.

3. SignDesk

SignDesk is a piece of contract lifecycle management software that uses an AI-powered engine to help with contract management. It lets you track document activity, control who has access to your contracts, create drafts in minutes, and edit documents right in the platform.

Key Features for SaaS: 

• AI-powered management engine: SignDesk features an AI-powered management engine to assist with tasks ranging from document automation to data integration, real-time analytics, and more.

• Strong security: It uses advanced security features to ensure all contract data is safe and protected.

• Centralized documents: It keeps all of your contracts in one place and lets you store, search, and filter all of your documents. You can also bulk upload legacy contracts into the platform.

Pricing: The pricing for Signdesk is listed in Indian rupees; converted to USD, the plans are as follows: the Individual plan is free for a single user, the SMB Basic plan is around $7.50/month for three users, the SMB Advance plan is around $11.50/month for four users, and the Corporate plan is around $20/month for 10 users. There’s also an Enterprise plan for larger teams, but you need to reach out for exact pricing. It also offers a free trial if you want to try before you buy.

Customer Reviews: In reviews, SignDesk customers mention that they like the process for making agreements on the platform, and also highlight the method of getting them signed. Many also comment on its ease of use, its reliability, and its cost-effectiveness. Unfortunately, some negative reviews highlight poor customer service and a lack of customization in some cases.

4. Agiloft

Agiloft is an agile contract management software for small businesses that helps you manage SaaS contracts. It provides data visibility, streamlines contract processes, and supports all aspects of the contract lifecycle. The platform also integrates AI-powered features throughout the process.

Key Features for SaaS:

• Data-driven contract management: The platform offers real-time dashboards and reporting tools so that you always have access to insights.

• Advanced search capabilities: Locate everything from clauses to performance data and compliance requirements, to ensure you’re always abiding by your contracts.

• No-code customization: Modify workflows with no-code interface customization, so that any team member can optimize and fine-tune processes.

Pricing: Agiloft doesn’t disclose its pricing structure publicly, so you must request a quote to obtain pricing details. There isn’t any information about a free trial or free account, either.

Customer Reviews: Agiloft users appreciate the platform’s flexibility and its user-friendliness across various devices. People also like the centralized contract storage and how it helps manage renewals. Negative comments mention that it has a learning curve for some people and that it may be buggy at times.

5. Juro

Juro is a contract management solution that helps manage agreements from one end to the other. It features flexible AI automation to streamline processes and minimize manual effort, while also helping you track contracts and create them from scratch or from a template. The platform also uses many no-code workflows for gathering signatures, gaining approval, and more.

Key Features for SaaS:

• Embedded contracts: The plug-and-play integrations in Juro let you create and manage contracts within many of the tools you’re already using.

• AI agents: The platform provides AI agents that you can use to review your contracts to check for issues and make suggestions.

• A secure and intelligent repository: Juro stores all of your contracts in one place so you can find the exact one you’re looking for.

Pricing: Juro offers custom pricing and has you answer several questions to determine the best plan for you. This includes questions about the number of contracts your business processes, the types of contracts you work with, and the integrations you require. Once you finish the survey and provide contact details, the company will reach out with a quote. It doesn’t offer a free trial or free account.

Customer Reviews: Users appreciate how Juro streamlines the contract management process and the extensive customization options it provides. Many say it was also very easy to implement and that it provides solid visibility into both contract status and terms. However, negative feedback focuses on the fact that it can take a bit of getting used to, and some steps are not as simple as they could be.

6. SignNow

SignNow is a contract management platform that helps you send and sign documents, generate contracts, build document templates, and accept payments. The platform is user-friendly, and it contains an API to add e-signature capability within any app or platform. SignNow also offers document sharing via a link, conditional workflows, custom branding, and advanced security.

Of course, there are multiple SignNow alternatives to see if they’re a better match for your needs.

Key Features for SaaS:

• Quick to start: It features a clean interface, allowing even newcomers to get started right away.

• Unlimited users: While some platforms charge per user, SignNow allows for unlimited users on all of its plans.

• Great collaboration components: The platform offers several team-based features designed to enhance collaboration, including creating team documents, establishing shared document folders, generating shared templates, and managing team members.

Pricing: SignNow pricing is straightforward: it has a Business plan that’s $20/month, a Business Premium plan that’s $30/month, and an Enterprise plan that’s $50/month. You can also save up to 60% by paying annually. SignNow also has a Site License plan that costs $1.50 per signature invite. The company offers a free trial but doesn’t offer a free account.

Customer Reviews: Many comments left by SignNow users highlight the intuitive interface in the platform and how easy it is to create templates, send documents, and view activity. Users also mention how much it helps to optimize the contract creation and management process. However, some comments say the platform is a little slow and claim they have experienced deliverability issues with the solution.

7. Zoho Sign

Part of the Zoho suite of software products, Zoho Sign is an e-signature solution that also helps you manage your contracts. You can configure workflows to automate mundane tasks and even incorporate your branding directly into all contracts.

The platform also allows you to verify the identity of signers to ensure they’re legitimate, collect payments directly within the platform, and create your own reusable templates.

While it’s a decent choice for those who use other Zoho products, there are many Zoho Sign alternatives to consider, as well.

Key Features for SaaS:

• Track document status: The platform helps you keep tabs on all of your contracts to ensure they’re all signed properly with notifications and alerts.

• Bulk-sending documents: If you need to send multiple contracts out to individuals, you can do it all at once.

• Security and compliance: Zoho Sign offers strong security to protect your contracts and is compliant with many standards, laws, and regulations.

Pricing: Zoho Sign pricing is straightforward, offering a Standard plan for $12/month, a Professional plan for $20/month, and an Enterprise plan for $28/month. These prices are all per user, and you can save 20% if you pay yearly. It also offers both a free trial and a free account.

Customer Reviews: Zoho Sign users highlight the various tools the platform integrates with and also appreciate the customization options for contract data fields. Many reviews like how it takes security and compliance seriously, how you can track documents, and how the platform works well on different devices. Negative reviews mention that the process of editing templates is not as intuitive as they’d like.

8. Concord

Concord is a versatile document signing software and contract lifecycle management software. It can help you extract and export data for better visibility of your contracts, while also centralizing all of your contract data for better planning and decision-making.

The platform also resembles Gmail in appearance and functionality, making it familiar to some users.

Key Features for SaaS:

• Track deadlines: You can get automated alerts and reports about upcoming contract deadlines.

• View analytics: Get an overview of your overall contract performance, view customized reports, and share and analyze all of your contract data.

• Rapidly search agreements: The platform uses AI-powered search to find any agreement.

Pricing: The Essentials plan costs $399/month, and the Business plan costs $699/month. Both plans are paid annually. It also offers an Enterprise plan, but you will need to contact the company to obtain pricing details. Concord also offers both a free trial and a free account.

Customer Reviews: Past Concord users like how the platform helps them track contracts, view changes in real-time, work from automated templates, and manage an entire database of contracts. Many comments also highlight the ease of use and implementation. However, some comments mention that the platform has several bugs that make it difficult to use at times.

9. ContractWorks

ContractWorks is a straightforward contract management solution that you can set up in minutes. It helps you maintain full control of the entire contract lifecycle, and it comes complete with unlimited users on every plan. The platform also offers alerts and notifications, customer support, clear workflows, and automated approvals.

Key Features for SaaS:

• One place for all contracts: The platform has a single contract repository that’s searchable, scalable, and secure. You can even use permission-based roles to decide who can access it.

• Access important contract details: ContractWorks also provides contract visibility and lets you access key contract details like upcoming renewals or expiring contracts.

• Prepare contracts: You can create documents from scratch by answering questions and reusing data from other contracts.

Pricing: ContractWorks doesn’t make its pricing publicly available online, so you’ll need to contact the company to learn more about the cost. While it offers a free trial, it doesn’t have a free account.

Customer Reviews: Many positive comments highlight the organization that the platform offers and how easy it is to search through the database in numerous ways. The user interface is also customizable, and past users enjoy the responsiveness of the support team and the online resources the company offers. Negative reviews mention some gripes, like limited auto-tagging capabilities and a lack of functionality compared to other solutions.

10. Contractbook

Contractbook is a comprehensive piece of contract management software that gives you features to sign, finalize, manage, and track your contracts. It also lets you import and extract data, keeps you updated on deadlines and renewals, and provides many templates that you can use and customize.

Key Features for SaaS:

• Assigning responsibilities: This helps you ensure that everyone on your team is aware of what they should be doing and what they’re responsible for.

• Gather insights from contract data: You can search, sort, filter, and run scans to help you extract insights from your contracts in seconds.

• Transparent team collaboration: You can collaborate with transparency thanks to the fact that Contractbook keeps a digital footprint of every change made within your contracts.

Pricing: To get detailed pricing on the three plans the company offers — Essential, Centralize, and Accelerate — you need to reach out to the company. The platform offers both a free trial and a limited free plan.

Customer Reviews: Past users mentioned how the platform makes contract creation fast and helps them manage contracts and keep tabs on when they’re coming up for renewal. Some reviews like how it guides you through the contract lifecycle and how easy the platform is to use from the start. However, some negative comments mention that the high pricing of the solution is a drawback.

Key Considerations for Choosing SaaS Contract Management Software

Let’s go over some of the most important things to keep in mind when deciding which SaaS contract management software to use.

Integration Capability

Be aware of a contract management platform’s integrations. If a piece of software doesn’t integrate well with your existing tech stack, it can be a frustrating experience that leads to a lot of wasted time and unexpected manual work.

Look for software that integrates with your customer relationship management (CRM) platform, HR platform, payment provider, storage tools, and other solutions you use, to optimize your workflows better.

For example, if your contract management software integrates with your CRM, you can easily populate your contracts with accurate customer data from the CRM, and often even embed your contracts right in the CRM.

AI Features & Automations

When evaluating software options, look closely at the AI features and automations the tool provides. You should look for features like automatic contract renewal reminders, AI-assisted document generation, and automated compliance tracking.

Other functions that may help with your SaaS contracts include automated document reviews, automated metadata extraction for better insights, and automatic obligation tracking. You may even want to use AI to streamline billing or forecast your revenue.

Lastly, look for an AI-powered search function to retrieve contracts in seconds easily — this can save a lot of time and prevent misplaced contracts.

Security & Compliance

As many of your SaaS contracts contain private details and information, look for software that takes security seriously. Many offer a variety of features to protect business and customer information alike, such as encryption, multi-factor authentication, access controls, legal audit logs, and widespread compliance with global standards like GDPR, CPRA, and SOC 2.

Mobile Access

With remote and hybrid work becoming increasingly common, using a tool that provides mobile access is crucial. You want to ensure your team can always access and manage your SaaS contracts, even if they’re away from the office. 

Thankfully, many of the previously mentioned platforms offer a fantastic mobile experience (such as Signaturely) or may even have a dedicated mobile app, like PandaDoc, SignDesk, and SignNow. 

Implementation

In general, it’s best to choose a solution that offers quick and simple implementation. This limits downtime and ensures there is less confusion among your team as they become familiar with the new platform.

To help with this, consider a solution that provides training, guidance, or assistance throughout the implementation process.

For example, when you’re getting started with Signaturely, you can access its comprehensive knowledge base, which helps with everything from sending documents to signing them and leveraging the platform’s range of features.

In addition to knowledge bases and training/guiding resources, many companies also have responsive customer service agents who can help you get started.

Automate SaaS Contract Management With Signaturely

If you’re looking for the best contract management software to use, consider Signaturely. It offers a variety of useful features for SaaS contract management, like automatic reminders and tracking, legal audit logs, notifications, seamless collaboration, and the ability to view document activity.

It’s also among the best e-signature software options in general, as it simplifies uploading contracts, editing your documents, and easily sending them to anyone to sign. It also offers guided signing to ensure your customers and clients never miss a spot. Importantly, all data collected with Signaturely is legally binding.

If you’re interested in trying Signaturely and seeing if it meets your needs, don’t hesitate to check out the generous free trial to test it out.

FAQs About SaaS Contract Management Software

Still curious about SaaS contract management software? If so, don’t hesitate to read through these frequently asked questions and their answers.

The Final Word About SaaS Contract Management Software

Choosing the right SaaS contract management software is beneficial for automating workflows, enhancing contract visibility, improving compliance, and more.

By using the tips and overviews included in this guide, you should be able to find the right one for your needs to ensure you remain compliant, optimize your contract management process, and save valuable time and money.

The post SaaS Contract Management Software: 10 Top Tools for 2025 appeared first on Signaturely.

While there are several ways to reel in customers, a tried and true method to expand your business is by creating and sending a business proposal.

Here’s everything you need to know about business proposals, including what they are, when to use them, how to write them, different types of proposals, and more.

What Is a Business Proposal?

A business proposal is a formal business document that outlines your company, your products and/or services, and details the value you can provide. It also highlights your unique selling points in comparison to your competitors, as well as your overall capabilities. Companies in all industries can create and use business proposals, no matter the product or service they’re selling.

Once it’s written, the proposal is sent to potential clients to entice them into a purchase, as one-time customers and/or for an ongoing business relationship. Think of it like a more formal and official version of a sales pitch.

When to Use a Business Proposal

There are various situations in which you may want to create and use a business proposal. Here are just a few example use cases:

• Pitching your new sales software solution to sales teams at various companies
• Showing businesses how your new consulting services can improve their operation and provide value
• Getting approval for an internal project from management or ownership, by showing why the results will justify the costs and effort
• Responding to a client request for a proposal before an upcoming job or task
• Demonstrating your experience in your industry to build trust and credibility
• Winning a construction job over a competitor by highlighting your unique benefits, strengths, and qualifications

While the contents of the proposal will change depending on the products and services your business offers, the end goal is generally similar. Essentially, these proposals may be used anytime that you want to persuade an individual or organization to take a specific action, like buying a product or service, signing a contract, approving a project, or accepting a change. 

Business Proposal Example

To help you better understand how to write a business proposal, we’ve included a brief example below.

In this sample proposal, a software company is looking to sell its accounting software to small businesses. Here’s everything the business proposal should include, with examples of some details to mention in each section:

Title Page: Accounting Software Proposal for XYZ Company

Table of Contents: [A clear table of contents would go here, so the customer can easily navigate through the proposal.]

Executive Summary: We propose an easy-to-use accounting solution to help your business save money, cut down on manual effort, free up employee hours, reduce accounting mistakes, and optimize your finances. Our tool helps you record and manage transactions, handle invoices, generate reports, manage payroll, track expenses, manage inventory, and more.

Problem Statement: Using manual and/or outdated accounting processes wastes a lot of time, increases the possibility of errors, poses security risks, and limits scalability.

Solution: Our user-friendly accounting software offers a range of features and functionalities that help automate and streamline your accounting efforts, while also reducing errors, enhancing compliance, and more. This includes managing your transactions, invoices, and inventory, tracking inventory, forecasting, and handling payroll.

Qualifications: Our team has a proven track record, as hundreds of worldwide companies rely on our software to save them hundreds of hours of manual work every month.

Timeframe/Roadmap: We can implement the software and have you onboarded in two weeks, and provide ongoing management and assistance after implementation.

Pricing: Our solution costs $XXX per month or $XXX per month if you sign an annual contract.

Legal Info: [Information about the terms and conditions of the proposal and other important legal details, which vary from industry to industry and state to state.]

Call-To-Action: If you’re interested in learning more or want to set up a meeting, don’t hesitate to reach out.

Keep in mind that this is just a basic and abbreviated example, and your business proposal will likely include more detailed information, exact numbers, supporting documents, graphics, and other elements to help impress and entice potential clients.

Difference Between a Business Plan and a Business Proposal

While many people use the terms “business proposal” and “business plan” interchangeably, they’re actually two completely different things. As we noted earlier, a business proposal is a formal document that companies use to pitch their products and services in the hope of securing a new client or customer.

On the other hand, a business plan is a document that outlines your company’s strategy for growth. It provides details about your business goals and the ways you plan on achieving them. A business plan also details your marketing strategies, financial projections, mission, vision for the future, target market, and more.

Instead of using this information to engage with potential customers, a business plan is primarily used to attract investors and successfully manage the growth of your business.

How to Write a Business Proposal in 10 Steps

Let’s take a closer look at the steps involved in writing a high-quality business proposal.

1. Do Background Research

First, you need to do your due diligence before putting pen to paper on your proposal. This includes researching and analyzing:

• Your target audience
• Their pain points and needs
• The industry
• Existing solutions and their gaps

Once you’re aware of the common problems and struggles your target audience experiences, as well as the alternatives available on the market, you’re better equipped to tailor a proposal that specifically addresses these issues and how your solution can help resolve them.

2. Create an Outline (Or Use a Template)

To begin the creation of your proposal, you’ll need to create an outline. This is essentially a structured plan of the proposal, organizing the different elements you’ll include, from the title page to the signature fields.

While you could create this outline by hand, it’s often more efficient to start from a template. That way, you have a familiar structure for each proposal and don’t need to start from scratch every time.

A piece of contract lifecycle management software like Signaturely makes it easy to work with templates for proposals, contracts, and various other business documents. To create a template in Signaturely, follow these simple steps:

1. Log in to your Signaturely account, and navigate to the Templates tab on the left sidebar. Then click Create Template.
2. Create a name for the template. Optionally, fill out the other fields (such as Optional Message and Create Template Roles) as applicable.

3. Upload the template file you want to use (or import it from another platform), and then click Fill Template. Add any necessary fields, as applicable. To finish and save it for future use, click Save.

To use this new template you just created as the starting point for a proposal or other contract, y go to the Sign tab, click Choose Template, and choose the template you’d like to use. From there, you’re able to edit it to ensure it fits your needs for that specific proposal.

Also, make sure that your outline/template includes a table of contents. This is a helpful way to ensure your potential customers never get confused or lost when navigating through your proposal.

3. Open With a Compelling Title & Executive Summary

The first part of your proposal that you’ll write is the title and executive summary. Your title page should provide a snapshot of your proposal along with the product/service you’re proposing, your company, the potential client, and your contact information.

When choosing the actual title to use on the title page, avoid something too common and boring. Some titles to avoid are:

• Business Proposal
• XYZ Company Business Proposal
• Proposal for [Customer company]
• A title that’s too long
• A title that doesn’t state the benefits you provide

On the other hand, some good title options include:

• Increase Online Sales by 15 % in Through Data-Driven Funnel Optimization
• Cut Monthly Accounting Hours by 40 % via Automated Invoice Processing and Reconciliation
• Reduce Project Coordination Time by 30 % by Deploying a Lightweight Task-Management Platform
• Grow Organic Website Sessions by 50 % in Six Months Through Structured SEO Content Sprints

Essentially, your title should be concise, to the point, and highlight the benefits your solution provides.

Once you settle on a title, move on to the executive summary. This is a section that summarizes the key points of your proposal. You need to focus on why you’re sending the proposal, the problems the client is experiencing, and why your company is the right choice for addressing these issues. 

4. Introduce the Problem & Solution

Now it’s time to create your problem statement. This is the section where you’ll talk about the common issues your target customer may be having. You need to show them that you understand what they’re going through, and explain to them why these problems need to be fixed.

The exact issues you focus on depend on your industry and the product or service you provide. For example, offer a platform that automates accounting workflows. You may focus on a pain point, such as inefficient processes, and how they cost companies valuable time, employee effort, and money.

Once you’ve highlighted these pain points, you need to present a compelling case to show why you’re the solution. Talk in-depth about your product/service, the benefits it provides, and how it’ll help to solve their problems.

Ensure that you clearly explain all details, review your plans for implementation, and provide supporting qualifications to substantiate any claims you make.

Here’s an example:

Problem Statement

From our kickoff call and a brief process walkthrough, we learned that Mountain View Manufacturing’s finance team still relies on a patchwork of spreadsheets and manual journal entries. Similar mid-market manufacturers typically:

• Spend 1 200 + staff-hours per year on data re-keying and reconciliations
  
• Close the books 15–20 days after month-end, delaying cash-flow insight
  
• Suffer 5-8 % duplicate or mis-coded invoices, inviting write-offs and tax penalties
  

These bottlenecks will grow as production expands next year — tying up working capital and exposing the company to compliance risk.

Proposed Solution

We recommend a 10-day “Accounting Automation Sprint” using LedgerFlow Cloud, our SOC-2-certified platform built for discrete manufacturers.

5. Define the Scope of Work, Timeline, and Budget

Defining this information shows the customer that you’ve done a lot of the legwork for them and helps them understand not only the solution itself, but also the process and cost for implementing it.

You should include details on the tasks involved in implementing your product/service, the deliverables, how long each step takes, and the costs associated with implementing and maintaining your solution. It’s essential to be as realistic as possible with everything, ensuring there are no unpleasant surprises for the client.

Sample Scope-Timeline-Budget Snapshot (for a 6-week SaaS onboarding project)

Total Fixed Investment: $16,000

Payment Milestones: 50 % at contract signature, 30 % at UAT sign-off, 20 % at project completion.

6. Finish With a Strong Call to Action

To end your proposal on a high note, make sure to include a strong call to action (CTA). This is a short statement that you use to try and direct the potential client on what to do next. You could try and get them to schedule a meeting, reach out to you via email with questions, or even sign the proposal if they agree with the terms laid out.

To write an effective CTA, make sure to avoid using vague or weak terms and use action-oriented language to try to ease the client into your desired outcome. For even better results, make it as easy as possible for the client to take the next step. Ensure it’s clear and concise, and add the CTA in a place where the reader is sure to see it.

Some real-world examples of calls to action that can generate results include:

• Get Started Today
• Request a Demo
• Make an Appointment
• Get a Personalized Quote
• Talk to an Expert Today

7. Format Your Business Proposal

While the details are important, so is the business proposal format. When putting together your proposal, ensure it looks professional and that each page is easy to read, with headings and subheadings for skimming.

Make sure it’s organized correctly, too, complete with a title page, executive summary, problem statement, and so on. The proposal should flow smoothly, avoiding abrupt shifts between ideas, and be easy to follow, especially for those unfamiliar with your company or solution. 

8. Add Engaging Graphics

To spice up your proposal and make it more interesting to read, consider adding some engaging graphics. This could be a fun infographic to display information instead of using long paragraphs, a chart that outlines your timeline for implementation, or a graph that highlights just how much your solution may help the prospective client.

All of these help the reader stay engaged throughout your proposal and reduce the chance of them getting bored or distracted. In addition to infographics, you can incorporate your company’s branding elements, such as your logo or colors, to enhance brand awareness and recognition.

9. Proofread and Edit Your Business Proposal

Once the details are written, the proposal is formatted, and any graphics or images are added, go through your proposal with a fine-toothed comb. You should proofread every section to make sure it all makes sense and that there are no problems.

Even something as small as a single spelling error or grammatical issue may be all it takes to ruin a proposal and make your business look unprofessional in the eyes of a potential customer.

In addition to personally editing and reading over the proposal, consider having others within your organization read it. Four, six, eight, or more eyes are always better than two, and sometimes others may catch things that you miss or gloss over.

This editing may take some time, depending on how long your proposal is, but the work is certainly worth it to ensure everything is flawless.

10. Date & Signatures

Lastly, you’ll want to add the date and spaces for signatures at the end of your proposal. The date ensures the potential customer knows when you sent the proposal, and the signature fields make the proposal formal and legally binding.

Without signatures in place to seal the deal, there’s no way for a potential customer to legally agree to your proposal, even if they like it. As a result, make sure to pre-add your signature to the proposal, with dedicated space for potential clients to sign as well.

Thankfully, using digital signature solutions makes it easy to get signatures from anyone you need. In fact, Signaturely gives you numerous options for sending and receiving signatures.

The process for gathering signatures within Signaturely is streamlined, as well:

1. Log in to your Signaturely account, and navigate to the Sign tab on the left sidebar.
2. Choose to either upload a file, import a file, or choose a template. After that, click Prepare Document.

3. Decide whether to sign the document yourself, sign it and send it for others to sign, or just send it to others to sign. Then, simply add the recipients you want to send it to, and send the proposal.

Basic Business Proposal Template: Download for Free

While there are many business proposal templates out there to try, this service proposal template from Signaturely is a solid option:

It’s a great choice, as it’s comprehensive without being too long or confusing to navigate. The basic template includes all important fields you may need, and it even handles some of the writing process for you. The template also has plenty of places to explain your proposed solution in detail, and it is free to download and use.

In addition to this one, Signaturely offers plenty of other templates, including contractor proposals, marketing proposals, software proposals, and website proposals, to name a few.

Types of Business Proposals

If you’re planning on sending out business proposals to attract customers, it’s important to know about the different types of business proposals, as well as when to use each one.

Formally Solicited

A formally solicited business proposal is one that you create in response to a potential customer who has formally requested proposals. While there are several ways clients can formally request proposals, one of the most common is by using a Request for Proposal (RFP). 

An RFP is a document that companies may put out publicly to gather bids and proposals from various providers.

Informally Solicited

An informally solicited proposal is one that you submit in response to an informal request from a company. Instead of sending out an official notice like an RFP, these companies may informally solicit proposals through phone calls, meetings, social media conversations, or emails.

You’ll generally use these when a company has shown an interest in a product or service similar to what you offer, even if they haven’t sent out a formal request.

Unsolicited

Lastly, there are unsolicited business proposals. These are essentially when you cold pitch a company to gauge their interest in your product or service, without any request from them. An unsolicited proposal is often more general than the previous two types; rather than focusing on a specific company’s needs,  it focuses on the benefits your services provide and how they’re broadly applicable.

Tips for Writing a Business Proposal That Gets Noticed

While creating and sending a business proposal is one thing, having it lead to a sale or partnership is another. To increase your chances of writing a business proposal that gets you noticed, keep these tips in mind.

Use Data & Social Proof

Back up your claims with data. Include numbers or stats about how helpful your solution has been in the past. This may include the amount of money your solution has saved another business, the amount of manual work it has reduced, or how it has helped reduce errors.

This is as easy as writing a simple statement like, “Our solution helped XYZ company save $5,000 monthly,” or, “Our tool led to a 75% reduction in processing times for XYZ company.”This makes a good impression and gives potential clients more confidence and peace of mind about your solution’s efficacy. 

Additionally, consider including testimonials or reviews that you’ve received. Whereas data lends credence to your own claims, endorsements from past customers carry a different, more personal type of quality assurance through social proof.

Explain Your Qualifications

Including your qualifications in the proposal is great for convincing your target that you’re the right solution for them, and that you have the experience and credentials to do the job properly.

Your qualifications could be years in the industry, how many companies you’ve worked with, the specific certifications or awards you’ve received, or anything else that paints you as a trusted expert in the industry.

If you don’t explain why these potential customers should trust you, they have no reason to believe you.

Also, if a qualification isn’t plainly obvious (such as an award that many people may not know about), give context for that piece and why it underscores your credentials.

Include Compelling Imagery

If your entire proposal is just a giant block of text, you’ll likely have your potential customers falling asleep as they try to power through it. To keep them engaged (and awake), use compelling images at certain points in the content.

This could be tables, graphs, infographics, photos of your team, or any other image that adds a little flair and excitement to your proposal.

Of course, you don’t want to overload it with too many images that distract and detract from the meat-and-potatoes of the proposal, but a few cleverly placed graphics or images can do wonders for readability.

Create Pricing Tiers

Another helpful tip is to include pricing tiers in your proposal. This drastically widens your net as you’re able to approach not only large companies with plenty of resources, but also more budget-friendly operations that don’t want to spend as much. 

It also offers much more flexibility for customers and ensures your pricing is simple to understand. Of course, be sure to include the different features that each tier offers, so clients know what to expect if they choose it.

Keep It Short

While a business proposal should feature plenty of details to help clients make an informed decision, it shouldn’t drag on too long. The longer it is, the more challenging it may be for some clients to get through without getting confused, lost, or being overloaded with information.

It should be long enough to highlight your solution and demonstrate the value it provides, but not so long that people need to waste multiple hours of their day trying to get through it.

Have Clear Terms

Having clear terms is one of the key components of a valid contract, so be as clear and concrete as possible about everything you include in the proposal. This ensures everyone fully understands your proposal, that it’s transparent, and that it establishes appropriate expectations for a legally valid contract later.

The more confusing your proposal, the higher the chance that misunderstandings or other disputes will take place.

In some cases, if a proposal is too confusing to follow, a potential customer might not even get through it before getting frustrated and virtually crumpling it up.

\This is also a great tip to keep in mind for any business documents you may be working with.

Highlight Your Brand

If possible, you should make an effort to highlight your brand throughout the proposal. This could be adding your logo on each page, using your company colors within the margins of the proposal, using some images of your team, or adding your tagline/motto where it makes sense.

This adds some credibility to your proposal, builds trust, and differentiates your proposal from the others a potential customer has received. Besides, even if your customers don’t accept your proposal, they’ll now know more about your company and its branding, and may recognize and/or remember you in the future.

Understand Your Audience

Few things are more important for developing an effective business proposal than understanding your audience. The more you know about your audience, the better suited you are to tailor a proposal to their exact needs.

Some key considerations to keep in mind when trying to understand your audience include common pain points, their preferred communication style (in terms of tone and medium), what motivates their decisions, their underlying values, and more.

For example, some companies love using digital workflows and prefer everything to be online, while others are more traditional and prefer in-person meetings or demonstrations.

The more you use language, communication styles, and imagery that resonates with your audience, the more successful your proposals will be.

Politely Follow Up

If you don’t hear back after sending a proposal, it’s a good idea to follow up in case they missed it politely. 

However, people are busy, so don’t follow up the day after you sent the proposal. But if they haven’t gotten back to you after a few days or a week, you may want to reach out.

Send a concise, clear and gentle reminder email about the value of your product or service and how it’ll help the customer address their problems. Make sure to stay professional, keep it brief, and add a strong call to action.

Here’s an example follow-up email: 

“Hi John,

I’m following up on the XYZ proposal that was sent to you on May 16th. We just wanted to restate how excited we are for a potential partnership with your company. 

We’re confident our X solution can help you address [pain point] and help you reach your goals. It also offers significant value in [additional benefits/value that your solution provides].

We’re also available to answer any questions you have. We look forward to hearing from you soon!

Boost Any Business Proposal With Signaturely

If you’re looking for a tool to help you take your business proposals to new heights, consider Signaturely. It’s one of the leading pieces of contract management software for small businesses and helps you create templates, send proposals, request signatures, collaborate with your team, and edit documents.

The tool also helps you simplify your contract management process, as you can manage your proposals and other documents, view activity, send reminders, follow up, and more.

If you want to try out Signaturely to see if it’s right for you, make sure to check out the generous free trial to experiment with the tool. Also, don’t hesitate to browse through the dozens of useful templates that Signaturely offers, as well.

FAQs About How to Write a Business Proposal

Interested in learning more about business proposals? If so, don’t hesitate to check out these frequently asked questions, as well as their answers.

Final Thoughts About How to Write a Business Proposal

A high-quality business proposal is a useful tool to help you attract new clients and grow your company. By following the steps and tips included in this guide, you can ensure you’re able to create a business proposal with a solid chance of generating positive results.

The post How to Write a Business Proposal in 10 Steps + Template appeared first on Signaturely.

While both have millions of users and a collection of useful features, there are also some clear distinctions between them. Read our comprehensive guide to learn more about Signeasy and Docusign, and help you decide which is right for your business.

Signeasy Overview

Signeasy is a piece of end-to-end contract management software that helps you from start to finish. It helps you prepare documents, collaborate with others, sign documents in seconds, and even harness the power of AI for smart contract reviews and automatic renewal alerts.

It has value for sales teams, HR, legal, IT, and several other areas of your business. The app also has enterprise-level security and integrates with many of your favorite tools. Signeasy also lets you sign and manage contracts on the go, and you can use its API to integrate the platform into your app or website.

Docusign Overview

Docusign is a comprehensive tool that lets you send, sign, and handle all of your contracts and agreements with ease. This document signing software has a suite of useful applications for all of your teams to use, including sales, customer experience, legal, HR, and procurement.

It helps you gather useful insights from your agreement data, lets you automate the contract lifecycle, and builds dynamic and interactive web forms. The platform also allows your customers to sign and pay simultaneously, while providing you with various methods to deliver those contracts.

Main Differences Between Signeasy vs. DocuSign

The key differences between Signeasy and Docusign are the features they offer, their pricing, and how user-friendly each platform is.

• Features: While both platforms offer a variety of basic and essential features, Docusign has a much more comprehensive list of advanced features. It also has more integrations and more robust capabilities for managing contracts.

• User-Friendliness: Each platform is simple enough for most people to use and has a clean and modern user interface, but Docusign has a steeper learning curve due to its many additional features and functionalities.

• Pricing: Docusign and Signeasy both offer a variety of plans for different needs, but Signeasy’s pricing is lower at all levels. This may make it a better choice for companies on a tighter budget.

Signeasy vs. Docusign at a Glance

Here’s a quick look at how Signeasy and DocuSign compare to one another:

In-Depth Comparison Guide

Let’s take a more detailed look at each platform to help you decide which is right for your business.

Key Features

The features a platform provides are among the most important things to consider when looking for the best digital signature software. Here are a few key selling points that each tool offers.

Signeasy Kkey features

• Simple and Quick Contract Preparation: The tool helps you effortlessly create branded contracts thanks to reusable templates and the ability to import contacts. You can also batch contracts together and collect more than just signatures with customizable fields.

• Signeasy AI: Signeasy uses AI-driven tools to identify key terms in a contract, get quick summaries, set alerts for milestones, and more.

• Easily Track Contract Progress: The platform ensures you always know the progress of your contracts, thanks to real-time email notifications for everyone from signers to senders.

Docusign key features

• Build Interactive Web Forms: The platform makes it easy to build interactive and dynamic web forms, with no coding necessary. They’re easy to create, and you can embed them directly onto your site or app.

• Send Contracts in Several Ways: Instead of just delivering contracts via email, Docusign users can also request signatures through other channels such as through WhatsApp or SMS.

• Uncover Actionable Insights: Something that sets this company apart from many Docusign competitors is that it lets you use the agreement data you gather to uncover actionable business insights that can improve your decision-making.

Integrations

Both Signeasy and Docusign offer a host of useful integrations with many business apps and platforms you may already use. Each also offers API capabilities.

Signeasy integrations

• Hubspot
• Formstack
• Several Microsoft apps
• Several Google apps

Docusign integrations

• Microsoft
• Salesforce
• Zoom
• Stripe
• Workday
• Google
• ServiceNow and more

Plans & Pricing

The cost of a platform is a major factor when deciding which to use. Thankfully, both Signeasy and DocuSign are transparent about their pricing.

Signeasy cost

Signeasy offers four straightforward plans with pricing tiers:

• The Free plan has no monthly cost and lets you sign or send up to three documents per month.

• The Personal plan costs $15 per month ($10 if you pay annually) and lets you send five contracts for signature each month, sign on the go, and execute contracts from Google and Microsoft apps.

• The Business plan costs $30 per month per user ($20 if you pay annually) and includes sending unlimited contracts for signature, reminders, an admin dashboard, templates, and 24/7 email support. It also includes everything the Personal plan does.

• The Business Pro plan costs $40 per month per user ($30 if you pay annually) and comes with 24/7 priority support, more useful integrations, the ability to request supporting documents from signers, track usage and efficiency, and lets you manage roles and permissions. It also includes everything in the Business plan.

It also offers a 14-day free trial to allow you to try the software before committing. Signeasy also lets you build a customized plan, but you’ll need to reach out to the company for pricing.

Docusign cost

Docusign pricing is also simple and clear, and like Signeasy, the company also offers four plans:

• The Free plan lets you send three signature requests each month, with no monthly fee.
• The Personal plan costs $15 per month ($10 if you pay yearly) and lets you send five signature requests each month, access reusable templates, and enjoy hundreds of integrations.

• The Standard plan costs $45 per month per user ($25 if you pay yearly) and includes all Personal plan features plus the ability to send 100 signature requests per year per user, share templates with your team, and use real-time collaborative commenting.

• The Business Pro plan costs $65 per month per user ($40 if you pay yearly) and includes all Standard plan features plus the ability to request attachments from signers, collect data with web forms, send agreements to multiple people at a time, and collect payments during the signing process.

Docusign also offers a 30-day free trial to try before you buy. If you have unique needs, the company offers enhanced plans; however, pricing details are available only through Docusign.

Security & Compliance

Whenever you’re working with sensitive contracts and important documents, it’s crucial to work with a platform that takes your security seriously.

Signeasy security

Signeasy prides itself on having enterprise-grade security, and it includes features like tamper detection, role-based access control (RBAC), encryption, and detailed audit trails to keep you and your vital information safe and secure. It’s also HIPAA compliant, certified with SOC 2 standards, and abides by eIDAS and ESIGN regulations.

Docusign security

Docusign security is also top-notch, as it restricts employee access to information, and those with access to information undergo extensive security training. It also has strong threat intelligence and cybersecurity, an audit trail, and a dedicated compliance team to ensure all security standards are met or exceeded.

Use Cases

Both electronic signature apps have a wide range of different use cases to help different organizations and teams find success and improve document management.

Signeasy use cases

Signeasy is best for organizations looking for a simple, no-frills solution to managing contracts and getting signatures. It’s beneficial in a wide range of industries, including hospitality, transportation, finance, education, construction, and more. The platform is also designed for your entire team, including procurement, HR, IT, and sales.

Docusign use cases

Docusign is often the preferred choice of larger organizations with more advanced or specialized contract management needs, as it offers numerous additional features that Signeasy doesn’t. It’s used in a variety of industries, including insurance, government, finance, healthcare, real estate, and life sciences. Like Signeasy, Docusign can be used by several teams within your business, like HR, sales, and legal.

Implementation & Support

When you choose a platform, it’s important that it’s not only easy to implement within your organization but also has helpful support if you ever run into issues. Beyond implementation, you also want to ensure that it’s easy for your team to use in their long-term, day-to-day work.

Signeasy ease of use

Signeasy is an incredibly easy-to-use platform with a clear and straightforward interface and simple navigation that lets users get started without issue. The platform offers support via email, and the higher-end plans come with around-the-clock customer service.

Docusign Ease of Use

Like Signeasy, Docusign is relatively user-friendly and well-designed. It has plenty of features to use, however, so the learning curve is steeper. That said, once your team understands the full suite of tools, it’s smooth sailing. Docusign also provides useful customer support and a comprehensive online self-service center, and the onboarding process is relatively straightforward in most cases.

Customer Reviews

We searched through resources like G2 and Capterra to see what past users had to say about Signeasy and Docusign.

Signeasy reviews

Signeasy receives mainly positive reviews, with many users praising the platform for its convenience, user-friendliness, and streamlined interface. Several past users also note its efficiency and how well it helps you keep track of your signings. However, some comments mention it has a lack of integrations and advanced features.

As of April 14th, 2025, Signeasy has a 4.7 rating on G2 with 751 reviews and a 4.7 rating on Capterra with 458 reviews.

Docusign reviews

Similar to Signeasy, Docusign has overwhelmingly positive reviews. These comments highlight the platform’s comprehensiveness and the numerous useful tools it can integrate with. It also features a clean interface and a layout that’s easy to navigate. However, there are some negative reviews about the pricing and customer support.

As of April 14th, 2025, Docusign has a 4.5 rating on G2 with 2,469 reviews and a 4.7 rating with 8,894 reviews on Capterra.

Signeasy vs. Docusign: Which to Choose?

While both platforms help you easily gather and manage contracts and signatures, which solution should you choose? Well, the best e-signature software for you depends on your business needs, preferences, and requirements.

Choose Signeasy for simplicity and affordability

Signeasy is ideal for companies that prioritize user-friendliness and seek a document management platform that won’t break the bank. The learning curve isn’t very steep, and it doesn’t have too many features or capabilities to overwhelm your team. It also offers automation and Signeasy AI to help streamline your contract process.

Choose Docusign for advanced features and numerous capabilities

If you’re looking for an advanced and feature-rich platform to provide everything you need to manage your contracts, Docusign may be for you. The tool has a suite of different applications for its many use cases and hundreds of integrations with other apps. It also lets you generate documents, collect payments, verify signer identity, and so much more.

Signaturely is the Top Alternative to Signeasy & Docusign

Keep in mind, however, that these two solutions are not your only options., Another amazing choice for electronic signatures is Signaturely. It’s a platform that lets you seamlessly sign and send documents in just a few steps, making the process incredibly easy for anyone. The tool also offers automatic reminders, several integrations, and guided signing. 

When looking at Signaturely vs. Docusign, Signaturely is also a much less complex platform and is fantastic for organizations looking to keep things as simple as possible.

If you want to test Signaturely for yourself and see if it’s right for your business, don’t hesitate to try out the free trial.

What You Need to Remember About Signeasy vs. DocuSign

Both Signeasy and Docusign are PDF signing software options that make it easy to get electronic signatures and manage your contracts all in one place. While Signeasy is a simple, streamlined, and cost effective solution, it has fewer features than Docusign and may be a better fit for basic needs.

On the other hand, Docusign is an advanced platform with several capabilities and unique extra features, but it’s more expensive and may have a steeper learning curve due to its numerous features.

The post Signeasy vs. DocuSign: Comparison Guide for 2025 appeared first on Signaturely.

Here’s how you can learn about—and implement—the latest solutions in 2025, so you can get the competitive edge you’re looking for while adopting the best practices in real estate.

Must-Have Real Estate Tools for Agents

Important tech tools, such as CRM, eSignature, and email marketing, comprise a basic infrastructure for agents’ day-to-day work. Here’s a breakdown of must-have tools for real estate agents. 

1. Signaturely – Contract Management & Signatures

Signaturely is a comprehensive cloud-based software suite designed to meet the unique legal document requirements of real estate transactions. This frees agents and clients from the tediousness of paper contracting. By centralizing the creation, distribution, e-signing, tracking, and archiving in a single platform, Signaturely greatly simplifies this critical but often overlooked piece of the property sales puzzle.

Signaturely empowers you to create slick, tailored agreements in minutes using pre-made templates for the most popular types of documents used in real estate: 

• With the integrated editor, you can easily make fast adjustments to the specifics of any listing or offer scenario
• You can send your digital contracts to multiple people at once (such as tenant agreements)
• Clients can read the terms and sign when it suits them – no printing or scanning required – on any device
• Your important business documents have secure, encrypted verification, which is vital for auditing and compliance later on

Pricing: There’s a free version with up to three digital signatures per month, with tiered subscriptions. The price of paid plans starts at $20 per month for individuals and $40 per month for one user for businesses, both being billed year-round.

More Tools for Real Estate Contract Management:

• DocuSign is a leading esignature for real estate platform that offers useful real estate features like payment collection and ID verification
• Dotloop has become popular in real estate for offering access to 190+ MLS and association listing forms
• DealHub is a specialized solution focused only on optimizing contract management workflows for sales teams

Real Estate Bees – Pay-Per-Lead Marketplace

Real Estate Bees is one of the largest pay-per-lead marketplaces in the United States. The platform gives real estate professionals access to high-intent buyers and motivated sellers through real-time inbound leads. It brings lead acquisition from multiple trusted providers into a single dashboard. Agents can search, compare and purchase geo-targeted leads that match their specific criteria.

With Real Estate Bees, you can:

• Access verified real-time leads from motivated sellers and qualified buyers through an advanced filter system
• Target leads by geographic region and use detailed filters to get precise results
• Purchase leads through flexible payment models that include manual pay-per-lead and automated options
• Choose between exclusive or non-exclusive lead options to match your budget and market strategy
• Earn free leads through the platform’s performance-based rewards program for active members
• Integrate leads with your CRM for smooth workflow management

The platform focuses on transparency and quality control. All leads come from 100% inbound channels like SEO, PPC and social media ads rather than cold lists. Real Estate Bees serves residential agents, commercial brokers, investors, wholesalers and lenders. Each segment of the real estate industry gets specialized lead types.

Pricing: Real Estate Bees operates on a pay-per-lead model with no monthly subscriptions or contracts. Lead prices vary based on type, location and competition. Prices range from $25 to $175+ per lead based on market conditions and exclusivity. The platform requires no upfront costs and uses a “pay as you go” approach. Agents purchase leads only when ready.

More Lead Generation Tools for Real Estate:

• Zillow Premier Agent offers high-volume buyer leads from Zillow’s massive consumer traffic with options for pay-per-lead or Zillow Flex (pay-at-closing)
• Offrs uses predictive analytics to identify likely sellers 6-12 months in advance and provides exclusive territory rights and comprehensive marketing tools
• Clever Real Estate operates on a pay-at-closing referral model (25-30% fee) and connects agents with pre-qualified buyers and sellers without upfront costs

3. Lone Wolf – CRM For Real Estate

Lone Wolf is an all-in-one cloud CRM platform that’s tailor-made for real estate professionals. It centralizes the agent’s operations while allowing for an agent’s unique workflows. Handling leads is facilitated by nurturing and distribution automation. You can also track all transactions, from listed to sold, in detail.

Key features of the platform include:

• AI-enabled email building
• The ability to sync contacts with existing systems
• Tools for collaboration among brokers and real estate teams

Pricing: Lone Wolf’s pricing includes monthly subscriptions and lots of options. However, you will need to contact sales to determine the pricing tiers.

More Real Estate CRM Tools:

• LionDesk is a streamlined and affordable platform, great for smaller agencies
• WiseAgent is a comprehensive solution that allows you to generate and nurture leads
• Benchmark is a great option designed for brokerages and is best for large firms

4. ConstantContact – Email & Social Media Marketing

ConstantContact, which is positioned as the command center tying all marketing together, is especially useful in a time when real estate agents find digital promotion to be increasingly complicated. The platform promises simplicity, liberating agents to focus on building client relationships instead of micromanaging their online presence.

Key features enable you to:

• Design AI-assisted marketing documents and emails
• Leverage a texting boost for greater contact engagement
• Handle your social media presence from one place

Segment your contacts via CRM

Pricing: Plans are based on a three-tiered structure, ranging from $12 to $80 monthly. New users can utilize the Free Trial process to explore features without committing.

More Digital Marketing Tools for Real Estate:

• If you have a small contact list, Mailchimp is one of the cheapest email marketing tools to use
• HubSpot is a Sales CRM with great lead nurturing of real estate contacts
• Sendinblue is famous for good delivery rates and email automation 

5. Matterport – 3D Property Listing

Matterport is a leading virtual tour platform used to create 3D digital showcases for properties. Using advanced cameras and processing technology, Matterport makes it easy for potential buyers to explore listings remotely in an incredibly realistic way.

Key features include: 

• Compatibility with various cameras, from smartphones to 3D rigs
• AI-powered processing for quick tour generation
• Dimensional floor plans and technical drawings
• Analytics on viewer engagement insights

The standout dollhouse view acts as a miniature overview of the home’s complete layout. Buyers can click through specific rooms for a first-person perspective or view the whole structure at once to understand adjacencies between spaces. 

Pricing: Matterport uses a tiered subscription model. Plans start at $9.99/month and range up to $269/month (billed annually) depending on the number of active spaces. The platform also offers a free-forever tier with one active space and up to two users. 

More 3D Real Estate Tools for Agents:

• iGuide focuses specifically on highly accurate and affordable interactive floor plans rather than full 3D tours
• Zillow 3D Home is a free built-in option for real estate agents already using Zillow as their primary listings platform, allowing basic 3D tour creation

6. CloudPano – Virtual Tour Tool

CloudPano aims to simplify spatial exploration for agents through a user-friendly SaaS platform that handles capture, processing, enhancement, and analytics, bringing 360° virtual tours to the forefront for real estate professionals.

Key features include:

• Compatibility with the majority of 360° cameras and mobile devices
• A 3D dollhouse option that shows off your floor plan
• Tours that can be put into MLS and social channels

Pricing: CloudPano has one plan that starts from $33/month (billed yearly). A free trial is available with a three-tour limit.

More Virtual Tour Tools:

• Kuula is another option focused on social sharing
• iGUIDE offers accurate floor plans

7. Curbhero – Open House Management

Curbhero is changing the real estate open house experience by implementing a seamless end-to-end system for efficient sign-in, follow-ups, advanced analytics, and CRM integration.

Key features include:

• Quick setup, using existing MLS data customized for you, so you can easily create a mobile and web app
• Custom segmentation and automated emails, ensuring personalized emails are not missed after the prospect leaves
• A searchable page on a website for potential buyers to find you, plus embedded site documents. 

Pricing: Curbhero offers a fully loaded free plan for one agent to address the pricing problems of independent professionals. Plans with more features, like syncing leads, start at $20 per month. 

More Real Estate Tools for Open Houses:

• Spacio offers tools to generate and market a listing
• Open Home Pro has a free plan that has limited offers
• Happy Open House provides customized branding and follow-up for real estate marketing efforts

Business Management Tools for Real Estate Agents

Here’s a breakdown of the right tools that enable managing, communicating, and training to help you optimize productivity and service quality.

8. Notion – Task Management & Organization

Notion is a versatile, all-in-one workspace for real estate agents where they can manage their work, documents, team, and much more through personalized databases.

Key features include: 

• Customizable databases for property management, including listings, clients, and transactions
• A process documentation tool with easy-to-understand views of key workflows 
• Document storage and collaboration
• Custom-made templates tailored for real estate operations

Notion’s flexible tool allows users to create and customize any design so they can get the product they like, which beats more rigid task management platforms like Monday.com or Asana. With strong templates, professionals can easily craft a personalized system that tracks properties, organizes customers, and sets appointment dates. The platform can also manage the general lifecycle of contracts.

Pricing: Notion pricing starts at $10 monthly per user. Free tiers are available for solo entrepreneurs.

More Task Management Tools:

• Asana offers a more structured project management approach
• Trello provides a basic visual interface
• ClickUp allows a lot of customization

9. Slack – Internal Communication

Slack offers customized channels that bring communication, files, and tasks together in one place on your devices, enabling smooth collaboration. It makes staying connected with the brokers and agents easier.

Key features enable you to: 

• Establish tailored channels for customers, listings, and initiatives
• Organize and resurface  conversations with search history
• View vital notifications from a prominent display

Pricing: Slack offers a free plan that has limited features. Paid plans start at a cost of $7.25, which is charged for every user and month per year. A 30-day free trial is available for paid plans.

More Communication Tools for Agents:

• Microsoft Teams has the best Office 365 integration
• Zoom is a top option at the enterprise level for its security features
• Google Chat is included in Google Workspace, making it affordable for up-and-coming real estate agents

10. Agently – Agent Onboarding

Agently makes onboarding easy, so agent productivity increases faster while boosting conversions. The real estate software aims to improve lead generation, follow-up, and closings.

The platform is made for a large brokerage, so it is robust, but it scales equally well if you are an independent contractor looking for more structure and customization.

Key features allow you to: 

• Build customizable onboarding checklists
• Access ready-made training content
• Give proper targets and benchmarks
• Utilize social media templates
• Get virtual coaching daily to train agents

Pricing: We don’t know Agently’s pricing as it’s not displayed on the website, so reach out to sales for pricing information.

More Real Estate Tools for Agent Management:

• BoldTrail is a personalized workspace for digital workflow automation, task management, and reporting to improve productivity
• Wise Agent has strong assistance for your lead management, nurturing sequences, and handling transactions according to the real estate process
• Real Geeks is a marketing automation platform best known for strong lead generation, digital ad, and website capabilities to generate sales

Real Estate Tools for Data & Lead Generation

Robust property intelligence, website analytics, and data enrichment empower real estate agents to demonstrate expertise that earns trust and captures buyer interest. 

11. Realtors Property Resource (RPR) – Real Estate Data

RPR is a powerful data platform for real estate professionals that licensed realtors can access. 

With RPR, you can:

• Find detailed information from public records and MLS sources for more than 190 million properties
• Generate automated valuations with its RVP System that uses the Realtor Valuation Model (RVM)
• Use reports branded with your agent as listing presentations and neighborhood data reports
• Get information on the property features, historical data, population stats, and more 
• Vombine RPR data with other real estate agent tools and platforms

Pricing: RPR is not a paid service because it is included in your annual Realtor Association dues. No additional subscription or access fees are required.

More Data Tools for Real Estate Agents:

• CoreLogic is the provider of property data and risk analytics from public and proprietary sources
• Zillow Research gets a wealth of data about home values, rents, sales, and more
• ATTOM Data Solutions offers detailed information regarding a house, e.g., tax, mortgage, foreclosure, and more
• RealtyTrac shares distressed properties’ pre-foreclosure alert and auction details

12. Clay – Data Enrichment & AI Research

Clay uses 75+ data sources and AI-driven web research to help you enrich and manage leads. Using a credit system, Clay collects rich insights on properties, owners, patterns, competitors, and more to help real estate agents hyper-target their marketing. This makes it easier to decide which leads are worth pursuing, personalize your outreach, and follow how your campaign is doing from enriched data.

Key capabilities include:

• Using Claygent, Clay’s proprietary web scraping bot, to scrape difficult-to-find information
• Automating outreach campaigns customized to each prospect’s role and interests
• Making templates for specific data enrichment requirements
• AI tools help analyze websites, PDFs, and search engine results
• Focusing on hottest leads based on ideal customer profile

Pricing: Plans start from $134/month (billed annually), while a Pro plan with 600K credits/year costs $720 per month (billed annually). The free plan gets you 1.2K Credits Per Year.

More Data Enrichment Solutions for Agents:

• Bright Data provides datasets with pre-built and custom web scraping
• CoreLogic has a 50-year history as a real estate business intelligence platform
• BatchData provides data on over 700 different features per property, updated in real time

13. SEMRush – SEO Insights

If you want to get test-based search trends or detect tech problems with your site that are burying it in a web search, SEMrush can help. Most importantly, you get analyst-backed documentation to help you drive real, measurable traffic to your site.

With SEMRush, you can:

• Accurately track keywords to see exactly what your customers are searching for in your area
• Analyze competitors to reveal how your site can benefit
• Analyze the technical elements of your website
• Get to know local keyword rankings in your area
• Analyze backlinks to discover good linking opportunities

Using SEMrush’s customizable data visualization and user-friendly dashboards, overwhelmed agents turn the analytics into a personalized visibility growth plan. But SEMrush looks at more than just keywords and links. The platform gives you tools that reveal content gaps, letting you focus on new topics, and site audit tools prevent glitches. 

Pricing: Plans include Pro ($139/month), Guru ($249/month), and Business ($499/month). Pricing tiers are available. You can also sign up for a 7-day trial of Pro and Guru.

More SEO Tools for Real Estate:

• Ahrefs is a strong tool for backlink data and content exploration and helps with on-page optimization suggestions
• Screaming Frog is a technical crawler software that suits big real estate websites
• Google Search Console is a free tool that allows you to access visibility and performance insights

14. Nuelink – Social Media Automation

Managing multiple social media platforms as a real estate agent can be a time sink. That’s where Nuelink steps in. It automates your social media posting and content workflows, so you can focus on closing deals instead of logging in and out of different platforms.

With Nuelink, you can:

• Schedule posts across Facebook, Instagram, TikTok, LinkedIn, Twitter, and more. All from one place
  
• Set up automated posting for property listings from your website to any social media platform you want.
  
• Organize your content calendar visually and stay consistent
  
• Reuse and recycle top-performing content with queues and evergreen features
  
• Collaborate with your team or VA without sharing passwords
  

Agents love Nuelink because it removes the guesswork from social media. You can create custom posting flows, batch-schedule a month’s worth of content in an hour, and even automate daily tasks like link-in-bio updates.

Pricing: Nuelink offers a 14-day free trial starting from $18/month, with unlimited scheduling, AI tools, and automation flows included.

More Social Media Tools for Real Estate:

• Later is great for visual planners who prioritize Instagram and Pinterest
• Metricool gives you detailed analytics and ad performance tracking
• Publer is a smart choice for teams looking for collaboration and approval workflows

Design Tools for Real Estate Agents

Easy-to-use graphics, website, and video technologies make it simple for agents to deliver polished marketing to their brands.

15. AgentFire – Website Builder

The AgentFire template helps you build a real estate agent website that will help you make a great first impression. 

Key capabilities allow you to:

• Customize your real estate website theme using drag-and-drop tools
• Update live property listings with MLS integration
• Add lead pages and magnets to enhance your lead generation activity
• Leverage data on performance and analytics for better conversion

Pricing: The monthly fee is $119, and the setup fee starts at $700. Custom plans are also available with higher setup fees. No free trial is offered currently.

More Website Builder Tools for Real Estate:

• Wix templates allow strong customization for about $17 a month
• Placester allows you to create websites effortlessly, with basic IDX for $79/month, which is perfect for novice real estate agents
• SITE123 lets you create websites in different languages and comes with AI content generation tools for $12.80 per month

16. Canva – Design Tool

Canva allows real estate agents to save hours of creating print ads and social graphics or managing photo shoots. You can use the tool to create eye-catching listing flyers, engaging email headers, effective Facebook ads, open-house signage, and other graphic design media.

With Canva, you can:

• Design your custom brand kit
• Create walkthrough videos and social media content using a video maker
• Create tools using AI for graphic designers’ inspiration

Pricing: Canva Pro monthly subscription fees are $10, which is billed as a 30-day free trial. A generous free tier is also available.

More Design Tools for Agents:

• Adobe Express lets you edit photos by using advanced features and other tools from Adobe Creative
• Visme lets you create attractive presentations in real estate using animated templates 
• Snapseed lets users customize their photos with all necessary editing tools from anywhere

17. CapCut – Video Editor

CapCut is an easy-to-use video editor. Real estate agents can create movie-like walk-throughs of properties and engaging introductions at scale. You can publish listing videos that quickly take on Hollywood-style effects. Whether you’re making an upload to YouTube or a Virtual Open House, you can easily achieve professional results with CapCut.

CapCut empowers you to:

• Personalize videos using multi-layer editing
• Make high-quality videos regardless of technical expertise
• Switch seamlessly between captions and scenes, empowered by AISave videos in 4K quality
• Translate videos to to reach different demographics

Pricing: CapCut has a free version that’s quite capable. You can choose between the Pro monthly and yearly plans if you want advanced features. They cost from $5.99 up to $19.99 per month.

More Video Editing Tools for Real Estate:

• Adobe Premiere Rush helps in easily connecting with other apps in Adobe’s Creative range to create complete video content
• Wondershare Filmora offers a wide array of music and transition options for creating property showcase videos
• DaVinci Resolve is the go-to software for property color corrections for pros and power users

See Why Signaturely is the Top Pick for Real Estate Agents

Due to its easy functionality and useful real estate features, Signaturely is the best electronic signature software for agents. 

Signaturely has easy-to-use, powerful features like API access, collaboration tools, customized branding, and more that other, expensive eSignature solutions lack. Its easy design and real estate agent features simplify legal operations, from making real estate documents to the final signature.

Key highlights include:

• Original templates for common real estate forms
• Help for customers as they sign the deal
• Mobile signing capabilities
• Secure, legally binding eSignatures
• Support for social media & real estate websites
• Automatic messages to close deals

You can test out Signaturely’s document workflows for seven days at no cost. And when you’re ready to extend your plan, Signaturely’s user-friendly app can turn you into a pro.

FAQs About Real Estate Tools for Agents

Here are some common questions real estate agents have about top real estate tools.

Final Thoughts About Tools for Real Estate Agents

Real estate technology can help real estate agents be more productive, more organized, and offer better service when used properly. Being open-minded means that new solutions are always appearing for you to build your ideal digital toolkit.

The post 15 Essential Real Estate Tools for Agents in 2025 appeared first on Signaturely.