Included with Workspace Free

Make signing the easy part.

E-signature is built right into Workspace. Send contracts and forms from the transaction, your client signs from a secure link on any device with no account required, and the completed copy stays with the deal.

Included with Workspace Free. No per-envelope fees and no transaction limits. Pro adds bulk send and smart form fill.

Send it from the deal

Choose the document, add the people who need to sign, and place the fields where they belong. Your client opens a secure link, signs without creating an account, and the completed document is saved back to the deal automatically. You’ll know as soon as it’s finished.

  • Signature, initials, date, checkbox, and text fields
  • Completed documents saved automatically with the deal
  • Every signing step recorded in the client timeline
  • Email and push notification when signing is complete

From document to signed copy

A simple signing process for you and your client, from setup to completed document.

  1. Choose the documentUpload any PDF or start from a saved template. Combine multiple documents into one packet, and templates keep their fields ready for reuse.
  2. Add the people who need to signChoose up to 10 recipients as signers or copy recipients. Send to everyone at once or set a signing order, with optional access codes when you need extra verification.
  3. Send for signatureEach signer receives an email from you with a secure link to review and sign the document.
  4. They sign from any deviceClients move through the required fields, add their signature or initials, and finish without creating an account.
  5. The completed copy is saved automaticallyOnce signing is complete, the final PDF and signing certificate are saved with the deal, and everyone receives their copy by email.

No account. No app. Just sign.

Each signer gets a secure link by email and can review and sign from their phone, tablet, or computer. They can type their name, choose a signature style, or draw their signature, then move straight through the fields that need their attention.

There’s nothing to download, no password to remember, and no account to create.

  • Jump straight to the next required field
  • Sign from any device without creating an account
  • Decline with a reason or request a paper copy
  • Replies to the signing email come directly to you

You set the order. Workspace handles the reminders.

Send to everyone at once or choose a signing order so each person is notified when it’s their turn. Set an expiration date, schedule automatic reminders, and see exactly who has signed and who is still waiting.

If something changes, you can update and resend the request, send a signer their link again, or void the request entirely.

  • Send to everyone at once or in a specific signing order
  • Set deadlines and automatic reminders
  • Resend a signing link when someone needs it
  • Edit, resend, or void a request at any time

Straightforward limits. No per-envelope fees.

E-signature is designed for normal day-to-day real estate use without metering every document you send. Add multiple signers, choose the signing order, set deadlines and reminders, and add extra verification when you need it.

DetailHow it works
No per-envelope feeSend signature requests without paying each time, with no cap on the number of transactions you manage.
Up to 10 recipients per requestAdd signers and copy recipients, and send to everyone at once or in a specific order.
Flexible deadlines and remindersChoose an expiration date and let Workspace remind anyone who still needs to sign.
Optional identity checksAdd an access code or emailed verification code when a document needs another layer of protection.

Daily anti-spam limits apply, with higher limits on paid plans. Pro also includes bulk send for larger batches.

Set up your forms once. Reuse them on every deal.

Upload the PDFs you already use, place the signature and form fields once, and save the finished setup as a reusable template. Combine contracts, disclosures, addenda, and other documents into one signing packet so your client can complete everything in one place.

With Workspace Pro, smart form fill can also pull known information from the CRM—like client names, property details, and price—so you spend less time entering the same information again.

  • Save frequently used forms as reusable templates
  • Combine multiple documents into one signing packet
  • Assign fields to the right signer once and reuse them
  • Pro can prefill known client, property, and deal information

A clear record of every signature.

Every completed document includes a Certificate of Completion with the signing history behind it—who sent it, who signed, when they signed, how they verified their identity, and the disclosures they accepted. The audit trail also records key signing events and helps verify that the completed document matches the one that was originally sent.

  • Certificate of Completion included with every signed document
  • Detailed audit trail for each signer and signing event
  • Document integrity checked from send through completion
  • Optional access codes and email verification
  • Electronic-signature consent and disclosures recorded
ESIGN + UETA
Built for compliant e-signature workflows

Designed to support signing workflows consistent with the federal ESIGN Act and UETA.

Before signing, each person reviews the electronic-signature disclosure and agrees to use electronic records and signatures. Workspace keeps that consent, the disclosure version, and the signing history with the completed document so there’s a clear record of the process.

How Workspace handles e-signature requirements
Workspace Pro

Send the same document to everyone who needs it.

With Workspace Pro, bulk send turns one template into a separate signing request for each recipient. Each person gets their own personalized document, signing link, and completion record, so you can send to a group without giving up individual tracking.

  • Send to up to 25 people at once
  • Each recipient gets their own personalized signing request
  • Every document is signed and tracked separately

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Questions about e-signature

01

Is the e-signature legally binding?

In the U.S., electronic signatures can be legally valid under the federal ESIGN Act and state electronic-signature laws such as UETA when the applicable requirements are met.

Workspace records each signer’s consent, signing activity, and completion details, and includes a Certificate of Completion with the finished document. Your brokerage, association, or state may have additional requirements for particular forms or transactions, so those rules still apply.

02

Is e-signature in Workspace really free?

Yes. Workspace Free includes e-signature with no per-envelope fees and no limit on the number of transactions you manage. You can create signing packets, set signing order and expiration dates, send reminders, and receive a Certificate of Completion with every finished document.

Daily sending limits are there to prevent abuse, not to meter normal real estate use. Free includes up to 40 signing requests per day after the initial 14-day period, while paid plans increase that to 200 per day.

03

Does my client need an account to sign?

No. Each signer gets a secure link by email and can review and sign from their phone, tablet, or computer—no account, app, or password required.

They can type or draw their signature, move through the fields that need their attention, and request a paper copy or decline if needed. Once everyone has finished, the completed document is emailed to the appropriate recipients.

04

How is each signer verified?

Each signer receives their own secure signing link. When you want an extra layer of verification, you can require an access code, an emailed one-time code, or both.

The Certificate of Completion records how the signing link was delivered, what verification was used, and the activity associated with the signing session, creating a clear audit trail for the completed document.

05

Can I use my state or association forms?

Yes. Upload the PDFs you already use, place the signing fields once, and save them as reusable templates. The next time you need that form, the fields are already in place.

You can also combine contracts, disclosures, addenda, and other forms into one signing packet so your client can complete everything in one sitting.

06

Can I send the same document to multiple people?

Yes. With Workspace Pro bulk send, you can start from one template and send separate, personalized signing requests to up to 25 people at once. Each person gets their own document, signing link, tracking, and Certificate of Completion.

On Workspace Free, a single signing request can include up to 10 recipients who are signing or receiving a copy of the same envelope.

07

Can I edit a document after I’ve sent it?

Yes. If something needs to change, you can edit the request and resend the corrected version. The original signing link is voided so no one can accidentally sign the outdated document.

You can also resend an invitation, copy a signer’s link to share directly, or void the signing request entirely. If someone declines to sign, their reason is recorded for you.

08

Which plans include e-signature?

Every Workspace plan includes e-signature. Workspace Free gives you the core signing tools—packets, reusable templates, signing order, expiration dates, reminders, optional identity checks, form fields, and a Certificate of Completion.

Workspace Pro adds tools that make document prep faster, including smart form fill, AI-assisted field placement, and bulk send to up to 25 people at once.

Any paid plan increases the daily sending limit to 200 signing requests.

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