Documentation

Signatures

PDF CreateMate includes built-in e-signature functionality, allowing you to create signable documents for contracts, agreements, and other documents that require client signatures.

In This Section

Create Signable Template

Learn how to add signature placeholders to your templates and enable the signing feature during template configuration.

Sign Documents

Step-by-step guide to signing documents, including the signature interface and regeneration options.

Signature Features

  • Single Signatures: One signer per document
  • Counterparty Signatures: Two signers (you and your client)
  • Guest Signing: Recipients can sign without a PDF CreateMate account
  • Signature URLs: Shareable links for signing via email automation
  • Signature Dates: Automatic timestamp when document is signed
  • Multiple Implementations:
    • HTML/Word templates: Use signature placeholders ({{pdf_createmate_signature}})
    • PDF templates: Use visual position selection on PDF preview

Credits for Signing

Feature Incremental Credits
Enable Signature +200 credits (total: 300 credits including base)
Enable Counterparty Signature +100 credits (total: 400 credits including base + single signature)
Require Email Verification (OTP) +15 credits per signature

Use Cases

  • Sales contracts and proposals
  • Service agreements
  • NDAs and legal documents
  • Employment contracts
  • Client onboarding forms