E-Signature
Proposal Software With Built-In E-Signature
Close the deal in the browser. Your client signs the same proposal they are reading, and you both get the sealed PDF instantly.
Start free trial7-day free trial. No credit card required.
No second tool to close
Closing a deal should not require exporting to a separate signing service. With AdvisorPitch, the same proposal your client is reading is the one they sign, right in the browser. They can draw a signature, type it with a handwriting font, or upload a signed copy.
A compliance-grade record
Every signature captures the signer's name, email, method, IP address, and timestamp, for a full audit trail. There is even a printable certificate documenting the signing event, so you have a clean record for compliance and peace of mind.
Instant delivery to both parties
The moment your client signs, you are notified instantly and both parties receive the sealed PDF. No re-uploading, no chasing a countersignature across email. The whole deal, from first read to final signature, stays in one place.
Availability: Built-in e-signature is included on every AdvisorPitch plan.
Frequently asked questions
Is the e-signature legally binding?
AdvisorPitch captures the signer's name, email, signing method, IP address, and timestamp, and produces a printable audit certificate, the record you need for a compliant electronic signature.
Do my clients need an account to sign?
No. Clients sign directly in the browser from the proposal link, no account required. They can draw, type, or upload their signature.
Do I need a separate tool like DocuSign?
No. E-signature is built into AdvisorPitch on every plan, so signing happens on the same proposal your client is already reading.