Custom preview generator

Show prospects Dash Sign with their name, logo, dashboard, and emails.

Enter a business name, add a logo, and generate polished workflow, full dashboard, client-signing, and branded email images. The logo stays in the browser until the prospect chooses to download the mockups.

NA

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Northstar Advisory

Workflow image

A shareable visual showing how your client package moves from upload to signed proof.

Full dashboard image

A complete branded workspace mockup with the client logo, menu, metrics, status table, and audit card.

Client signing image

A calm recipient-facing preview with your firm identity on the signing page.

Email images

Invite and completion email previews with the prospect logo and company name in the message shell.

NA

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Northstar Advisory

Secure client workflow

Client package preview

Northstar Advisory signing flow, ready before the first link is sent.

01

Upload packet

Engagement letter.pdf

02

Send branded link

Northstar Advisory client invite

03

Collect signatures

Fields locked + guided

04

Save proof

Signed PDF + history

Northstar Advisory workspace

Client document control

Active packets

18

+4 this week

Completed

42

Proof saved

Avg. completion

1.8d

Client friendly

Recent client packages

Live status
Engagement letterClient viewedReady to sign
Disclosure package2 recipientsIn progress
Service agreementCompletedProof saved

Packet workflow

Upload
Fields
Send
Signed

Secure record

Signed PDFs and audit history stay together.

Email reminders

NA

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Northstar Advisory

Client view

Every touchpoint stays branded for Northstar Advisory.

Branded email previews

Emails that keep Northstar Advisory front and centre.

NA

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Northstar Advisory

Dash Sign

Signature request

Northstar Advisory sent a document for signature.

Review the Northstar Advisory client package, complete the required fields, and sign from a secure branded page.

Service agreement

1 signature required

This secure email was sent by Northstar Advisory using Dash Sign.

NA

Powered by Dash Sign

Northstar Advisory

Dash Sign

Completed package

Northstar Advisory has your signed document ready.

Your signed PDF and completion history are saved together for Northstar Advisory.

Service agreement — signed

Audit trail attached

This secure email was sent by Northstar Advisory using Dash Sign.

NA

Powered by Dash Sign

Northstar Advisory

Secure signing link

Client agreement

Review and sign for Northstar Advisory

Signature required

Client signature

No server upload

Prospect logos are read locally in-browser for the preview image.

Sales-safe visuals

The mockups show branded workflow concepts without claiming compliance certifications.

Reusable outreach asset

Download PNGs and place them into emails, proposals, or paid-pilot pages.