Everything DocuSign charges premium tiers for. On the $29 base.

Build the document once. Reuse it forever.

Drag fields onto a PDF, save the template, and the placement sticks across every reuse, whether you send to one signer or a thousand vendor packets. Templates support custom merge tags so the same template covers every variant.

• Signature, initial, date, name, email, company, title, text, number, checkbox, radio, dropdown, multiline, attachment, stamp
• Sender pre-fills (locked) for fields the signer should see but not edit
• Per-template custom variables, sender fills, renderer substitutes
• Versioning and archive, old templates stay around for re-sends

Logic without leaving the form.

Conditional visibility. Calculated fields with formulas. Per-field validation with regex. Help text and error overrides. Everything the incumbents charge premium tiers for, included on the base plan.

• Conditional: show field B only when field A equals X, resolved at sign time
• Calculated: `{{fieldId}}` references; arithmetic and numeric coercion
• Validation: email, numeric, currency, ZIP, phone, custom regex
• Per-field help text, validation messages, character limits, date ranges
• Attachment fields with MIME allow-lists and size caps

Recipients in whatever order they need to be in.

Sequential, parallel, or a hybrid via recipient roles. Each recipient gets a unique link tied to their email. Email correction rotates the link automatically.

• Sequential, next signer activated only after the prior one signs
• Parallel, everyone gets the link at send time
• Roles: signer, approver, cc, viewer
• Per-envelope reminder cadence and expiration date
• Manual remind, resend, and email correction on the envelope detail page

A thousand envelopes from one CSV.

Point at a template, upload a CSV with one row per envelope, hit send. Per-row variable values pulled from the template, unknown columns dropped, mixed success/error so one bad row doesn't fail the batch.

• Up to 500 envelopes per request
• Per-row recipient name, email, and template variable values
• Unknown CSV columns dropped, no data leaks into envelopes
• Per-row success / error in the response

Every event, every IP, every timestamp.

The audit trail is the product. Every envelope state transition writes one event with actor, IP, user agent, and UTC timestamp. The source PDF is content-hashed at upload and re-verified at finalize. At completion, the events render into a tamper-evident Certificate of Completion appended to the signed PDF.

• Source-document SHA-256 pinned at envelope creation
• Per-event actor + IP + user agent + UTC timestamp
• Certificate appended to the final PDF on completion
• CSV / JSON audit export on the Business plan

A REST API that mirrors the dashboard.

Everything the dashboard does is exposed over REST. Webhooks for every state transition. Embedded signing for in-app flows. Test mode partitions test data from live so they don't cross. Idempotency-Key on every mutation.

• Full OpenAPI spec at /openapi.yaml, autogenerate any-language SDKs
• Embedded signing via iframe with one-time exchange tokens
• Webhooks with HMAC signatures, exponential-backoff retries, replay UI
• Test mode that watermarks the certificate so test data is obvious

ESIGN, UETA, eIDAS, SOC 2.

The same compliance framework the incumbents ship. Tamper-evident certificate format that has held up in two decades of US case law. EU data residency on the Business plan. HIPAA-eligible BAA on request.

• ESIGN + UETA (US), eIDAS SES (EU), AU + UK statutes
• AES-256 at rest, TLS 1.3 in transit
• SOC 2 Type II, ISO 27001 audited
• 21 CFR Part 11 workflows on the Business plan
• HIPAA-eligible BAA on request