Branded signing pilot

Branded e-signing for firms that sign every day.

Dash Sign gives firms a branded signing page for common client documents, so the experience feels clear, private, and owned by your team.

Abstract white-label signing rollout across modular secure tenant workspaces

Pilot setup

Firm-branded portal

One team, one brand, and one real workflow to test the rollout.

Professional

$200/year

$100 CAD first-year promo for non-firm users; includes 500 envelopes/year

Firm / Enterprise

Custom

Team volume, compliance review, branding, API, SSO review, and guided rollout

  • Branded signing page with firm logo, colours, and client instructions
  • Custom subdomain or branded entry point for clients
  • Staff accounts with admin, sender, and viewer roles
  • Two common workflows set up for real client documents
  • SMS code check, signing history, signed PDF return, and completion certificate
  • Security review and agreement review when required
  • Setup support, launch checklist, and recommendation after 30 days

Who it is for

Built for firms where signing affects client trust.

Law firms

Managing partner, operations manager, intake lead

Retainers, NDAs, waivers, affidavits, and closing packages should not feel like a generic vendor handoff.

Give clients a firm-branded signing page and keep a clear record for every file.

Accounting practices

Partner, client success lead, practice manager

Engagement letters, consent forms, CRA authorizations, and year-end approvals pile up across portals and inboxes.

Keep recurring client approvals under your own brand before busy season.

Mortgage, insurance, and real estate teams

Principal broker, compliance officer, deal desk lead

Time-sensitive packages need signer accountability, status visibility, and a clear completion record.

Use your own branded signing page for document sets your team sends every week.

Why branding matters

Your client should know they are signing with your firm.

Most signing tools can collect a signature. The difference is what clients see, what staff can track, and where the final record is saved.

Client experience: firm-branded signing page

Team workflow: multiple staff users

Control: your brand, instructions, and rollout path

Record: signing history and certificate for your file

What the firm can learn in 30 days.

Staff rollout

Staff accounts for multiple employees, clear permissions, and sending guidance.

Branded entry

Custom subdomain or branded entry point, firm logo, colours, and client instructions.

Signing record

Signed PDF return, SMS code check, signing history, and completion certificate.

Pilot intake

Qualify the pilot before the first sales call.

Capture the buyer, document workflow, trust review, timing, and budget so Dash Sign can move straight into a focused pilot conversation.

Trust needs selected

No trust needs selected yet

Trust / Compliance Needs

Your brand. Your signing page. A cleaner client handoff.

Start with one common workflow. Keep the rollout small until the firm sees real documents completed with less confusion and better records.

Book branded pilot