Get signatures without leaving the deal.
Send, sign and track agreements inside Ambivo, tied to deals, customers and compliance records.
Deals stall when contracts live in email attachments and signed PDFs vanish into shared drives. Ambivo E-Sign keeps proposals, MSAs and order forms in your workflow. Send from the deal record, sign on any device, and keep a full audit trail.
Customer journey
See how E-Sign fits into the way your team works, from the first step to the result.
From proposal to signed agreement
Send contracts from the deal record, track every signature, and let workflows take over the moment the document is complete.
Document prepared
The template merges with the deal. Pricing, terms and customer details fill themselves in.
Sent for signature
The buyer and your approvers get a secure link. Sign in order, or all at once.
Viewed & reminded
Track opens, and resend the invitation until every party has signed.
Signed & certified
The signed PDF is stored with its SHA-256 hash, signing time, signer IP and a completion certificate.
Deal updated
Pipeline stage advances and the signed contract attaches to the customer record.
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Billing triggered
The workflow creates the invoice or order in ERP as soon as it is signed.
The challenge
Sound familiar?
The problem
- Contracts sent via email with no visibility into view or sign status
- Signed PDFs scattered across inboxes and shared drives
- Deal stages updated by hand after signature, causing delays and errors
- Separate e-sign tools that don't talk to CRM or billing
How E-Sign solves it
- ✓Send signature requests directly from deals, quotes, and orders
- ✓Templates with merge fields that fill in customer and pricing data
- ✓Real-time status on the record: sent, viewed, signed, declined
- ✓Workflows fire on completion, moving deals on and starting the invoice
Features
Agreements that move as fast as sales
Send from any record
Start a signature request from a deal, quote, order or custom object. Templates fill in the customer and line items.
Templates & merge fields
Reusable contract templates with live fields for names, amounts, dates and custom object data. The figures come straight from the record.
Multi-party signing
Buyers, legal and internal approvers can sign in order or all at once. Reminders go out for signatures still owing.
Mobile-friendly signing
People sign on a phone, tablet or desktop. Outside recipients sign without an account.
Audit trail & storage
Timestamped completion certificates, IP logging, and a stored SHA-256 hash for every signed PDF. Export it all for legal and compliance review.
Workflow automation
When a document is signed, the linked deal can move to closed won automatically.
Why E-Sign
Built different, by design
Connected to your pipeline
Signature status lives on the deal. Reps see sent, viewed and signed in the same place.
No per-envelope tax
E-Sign is part of the Ambivo platform, included in your plan.
Legally defensible
Completion certificates and audit logs built for ESIGN and UETA compliance. Your legal team gets the paper trail it needs.
Automates what happens next
Signed contract → update deal → create invoice → notify your team. One flow, start to finish.
How it works
Three steps to get started
Prepare
Choose a template, merge deal data, and add signers.
Send & track
Recipients sign on any device, and the record updates.
Complete & automate
Signed PDF stored with audit trail; workflows take the next step.
Use Cases
Where E-Sign shines
Sales teams
Close faster with proposals and order forms that convert to signed contracts without DocuSign handoffs.
Professional services
SOWs, change orders, and engagement letters signed and filed against the client record before work begins.
HR & operations
Offer letters, policy acknowledgments, and vendor agreements with centralized tracking and renewal reminders.
Ambivo Ecosystem
Part of something bigger
E-Sign connects to CRM deals, ERP orders and Books invoicing. A signed agreement can move the pipeline stage, start billing and stay on the customer record.
Ready to get started with E-Sign?
Free plan available. No credit card required.