Get signatures without leaving the deal.
Send, sign, and track agreements without leaving Ambivo — tied to deals, customers, and compliance records.
Deals stall when contracts live in email attachments and signed PDFs disappear into shared drives. Ambivo E-Sign keeps proposals, MSAs, and order forms inside your workflow — sent from the deal record, signed on any device, and stored with a full audit trail.
Customer journey
See how E-Sign fits into the way your team works — from first step to the outcome that matters.
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
Template merged with deal data — pricing, terms, and customer details filled automatically.
Sent for signature
Buyer and internal approvers receive a secure link — sequential or parallel signing order.
Viewed & reminded
Track opens and sends automatic reminders until every party has signed.
Signed & certified
Tamper-evident PDF stored with timestamp, IP, and completion certificate.
Deal updated
Pipeline stage advances and the signed contract attaches to the customer record.
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Billing triggered
Workflow creates the invoice or order in Commerce — no re-entry after signature.
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 manually after signature — 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 — no retyping customer or pricing data
- ✓Real-time status on the record: sent, viewed, signed, declined
- ✓Workflows fire on completion — advance deals and trigger invoicing automatically
Features
Agreements that move as fast as sales
Send from any record
Launch signature requests from deals, quotes, orders, or custom objects — templates pre-fill customer and line-item data.
Templates & merge fields
Reusable contract templates with dynamic fields for names, amounts, dates, and custom object data — no copy-paste errors.
Multi-party signing
Sequential or parallel signing order for buyers, legal, and internal approvers — with automatic reminders for outstanding signatures.
Mobile-friendly signing
Signers complete documents on phone, tablet, or desktop — no account required for external recipients.
Audit trail & storage
Timestamped completion certificates, IP logging, and tamper-evident PDF storage — exportable for legal and compliance review.
Workflow automation
When a document is signed, trigger deal stage updates, invoice creation, or onboarding tasks automatically.
Why E-Sign
Built different, by design
Connected to your pipeline
Signature status lives on the deal — reps see sent, viewed, and signed without checking another tool.
No per-envelope tax
E-Sign is part of the Ambivo platform — not a separate per-signature line item from a third-party vendor.
Legally defensible
Completion certificates and audit logs built for ESIGN/UETA compliance — your legal team gets the paper trail they need.
Automates what happens next
Signed contract → update deal → create invoice → notify your team — one connected flow, zero manual steps.
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 — status updates on the record.
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, Commerce orders, and Books invoicing — a signed agreement can advance pipeline stages, trigger billing, and attach permanently to the customer record.
Ready to get started with E-Sign?
Free plan available. No credit card required.