From first draft to ready for signature.
Upload a PDF, use a saved template, or create an AI draft. Review the wording, insert saved services, and prepare the fields before sending.
An example, step by step
Prepare a client agreement
- 1Start with a PDF or draft
- 2Review wording and fields
- 3Assign each signing role
Website services agreement
Jordan Lee · Client
Illustrative example with fictional details.
Review the signature fieldsReusable services
Save client-facing descriptions once. Insert one or several into an editable agreement, or place a service block on a PDF. Every agreement gets its own copy.
Templates for repeat work
Save a reviewed agreement as a template. Start an independent copy, check its details, and prepare it for the next recipient.
Field detection you review, not trust blindly
Upload a PDF and the platform detects likely signatures, initials, dates, and fill-in fields. Detected positions are re-derived from the document's real text layout, so fields land on the right line even on tall, multi-page, rotated, or cropped documents. Low-confidence placements are flagged for you.
Roles, not just boxes
Fields are grouped by recipient role (Client, Contractor, Buyer, Seller…) so you assign a person once and every field they own comes with them.
A real review editor
Move, resize, snap, multi-select, duplicate, align, and nudge fields with the keyboard, or add new ones by clicking the page. Nothing is sent until you confirm the layout.
No document? Draft one
Describe what you need and the platform drafts a document, then runs it through the same detection and review flow. Every AI-drafted document carries a permanent “AI-drafted” notice and can't be sent until you review and confirm it.
An honest note on detection
Detection reads the document's text to place fields precisely. On scanned or photographed PDFs that have no text layer, placement falls back to a visual estimate — which is exactly why the review step exists and is never skipped. You always confirm the layout before an envelope goes out. A scan can be prepared and signed; what it can't do is have its text edited, because there is no text to read.
Start with a single document.
Preparation, review, and drafting are included — free while we're in beta.
Get started free