01
Upload or choose a template
Start from a reusable packet your team sends often, then keep the fields and instructions consistent.
Dash Sign · document signing workspace
Send documents for signature with your brand, your templates.
Dash Sign gives professional teams reusable packets, branded client pages, reminders, and a clean record for every completed PDF.
30-day free trialNo credit card required
Build a packet, send a test link, then decide.
Free trial workspaceNo card at signupReusable packet setupCompleted PDFs saved
Live signing desk
Client package ready
Template fields locked01
Branded link sent02
Proof record building03
How it works
From template to signed proof in three clear steps.
The page should answer one question fast: what do I do next? Dash Sign keeps the signing flow simple.
02
Share the signing link
Recipients get one calm path with your instructions, logo, and the fields they need to complete.
03
Track completion and save proof
See who opened, signed, and completed the file, then keep the final PDF and history together.
Common packets
Use Dash Sign for the documents your team sends all week.
Client agreementsBroker contractsConsent formsFinancial documentsInternal approvalsCompliance recordsOnboarding packagesDisclosure packets
Security first
When someone asks what happened, you have the answer.
If a client, manager, lender, or partner asks about a signed file, your team can quickly see who signed, when they signed, and where the final PDF is saved.
Private document handling
Move important files through one controlled path instead of scattered email attachments.
Clear signing history
See who opened, signed, and completed each document, with dates and times.
Team permissions
Give each sender the access they need, and keep private files limited.
Ready for internal review
Keep access, activity, and document handling easy to explain as the platform grows.
Recognizable experience
Your logo and instructions stay visible from the first link to the completed record.
Made for Canadian teams
Designed for organizations that handle private documents and repeat approvals in Canada.
For professional firms
Built for repeat document work, not one-off signatures.
Keep the page useful for people who send documents all week: quick setup, clear status, and fewer places to chase updates.
Mortgage teamsFinance firmsReal estate teamsProfessional services
Industry templates
Build the packets your team sends every week.
Set up reusable packet sets for each service line, add your logo, then launch repeat documents with fewer mistakes and less prep time.
Client agreementsConsent formsBroker packagesOnboarding formsCustom packet sets
Security preview
Review before launch
Show decision makers how access, storage, signing history, and final PDFs work before the team switches.
Branded client signing
A familiar client page
The signing page should feel like a continuation of your office, with clear instructions from the first click.
Proof trail
Records easy to find
When the document is done, the signed file and completion history stay together.
Built for Canada
A client-facing flow that feels calm, controlled, and recognizable.
People signing should see clear instructions and a familiar experience. Staff should see status without digging through inboxes.
Branded client signing
A polished signing page with clear instructions and controls behind it.
Privacy
Built for Canadian teams
Your logo on the signing page
Reusable document templates
Private client information
Clear signing records
30-day free trial · no credit card
Open a trial workspace and send your first packet.
Set up a reusable packet, test the signing path, and review the completed record before adding a card.