Collect signatures without leaving Onboard
Send, sign, and store e-signatures natively inside your onboarding workflows - with reusable templates, project-embedded signing tasks, and a full audit trail on every completed document.
Reusable Templates, ready in minutes.
Upload a PDF, place fields, and assign signer roles once. Send any ready template on its own for ad-hoc NDAs and agreements, or embed it as a required task inside any onboarding project.
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Drag-and-drop field placement
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Named signer roles and signing order
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Standalone sends or project tasks
Frictionless signing for every recipient.
Recipients sign from a single magic link - no Onboard account required. They draw, type, or upload a signature, complete only their own fields, and confirm e-signature consent before finishing.
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No login required to sign
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Draw, type, or upload signatures
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Required fields guide completion
A complete record for every signature.
Track in-flight requests in Live documents and archive completed ones in Signed documents. Download the signed PDF anytime, plus a full evidence package for legal defensibility.
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Live and signed document views
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Signed PDF download on demand
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Audit trail evidence package (PDF + JSON)
Enterprise-grade signing, by default.
Role-based access
Only admins with signing enabled can configure, send, and manage signature requests.
Verified consent
Project documents are version-safe copies, so master templates are never altered mid-flow.
Audit trails
Every document ships with a JSON evidence file and signed PDF for full legal defensibility.
FAQ's
Are e-signatures collected in Onboard legally binding?
Yes. Every completed document is a legally-recognized e-signature backed by a full evidence package - a signed PDF plus a JSON audit file. If you ever need to prove who signed what and when, it's all there.
Do recipients need an Onboard account to sign?
No login required. Recipients get a magic link by email and sign directly from it - no account, no password, no downloads. They can draw, type, or upload their signature in seconds.
How do templates work?
Upload a PDF, drag your fields into place, and name your signer roles once. From there, send the template on its own for ad-hoc documents like NDAs, or attach it as a required task inside any onboarding project - no rebuilding each time.
Can we build signing directly into an onboarding project?
Absolutely. Add a signature request as a project task and its status shows up inline, right alongside the rest of the customer's onboarding work. Signing lives in the same place as everything else, instead of in a separate tool.
Where do signed documents live?
Active requests appear under Live documents and completed ones move to Signed documents. Download the signed PDF or the full audit trail anytime, from the detail panel, card, or table row. Nothing to chase down later.
Can we send documents outside of an onboarding project?
Absolutely. Any finished template can be sent on its own for ad-hoc documents like NDAs and agreements, or embedded as a required task inside a project. Same templates, whichever way you need to send.
Start collecting signatures inside Onboard.
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Free 14-day trial
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Live in under an hour
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SOC 2 Type 2 Compliant
