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How Agree.Solutions works

From sign-up to a signed, certified PDF — in five simple steps.

How do you send a document for electronic signature?

Create a free account, then upload a PDF, Word, or text file — or compose the agreement in the built-in editor. Add each signer's name and email, drag signature, initials, date, and text fields onto the page, and send. Signers open a secure link and sign on any device without an account. When everyone has signed, you both receive the completed PDF, a certificate of completion, and the audit trail.

1

Create your free account

Sign up in seconds, verify your email, and your workspace is ready. No credit card required to start.

The Create an account screen: name, email address, password and confirm password fields with a Create account button, beside a panel listing bank-level security, signing in under a minute, and a certificate of completion.
2

Upload or compose your document

Drag in a PDF, Word, or text file — or compose an agreement from scratch with the built-in editor. We turn it into a signable PDF automatically.

The New Document screen, with a drag-and-drop area for a PDF, Word or text file and a Compose from scratch option. A six-step progress bar runs across the top: Upload, Company Info, Signers, Fields, Preview, Send.
3

Add signers and place fields

Add one or more recipients, then drag signature, initials, date, and text fields onto the page — colour-coded per signer.

The document builder. A palette of field types — signature, initials, date, text, name, email and more — sits beside the open agreement, with placed signature, date and initials fields shown as coloured chips over the signature block, one colour per signer.
4

Send for signature

Send sequentially or all at once. Each signer gets a secure link — no account needed — and you can send automatic reminders.

The Documents list showing a sent agreement labelled Sent, with two signers and the time it was sent, plus filters for Drafts, Awaiting, Completed and Trash.
5

Sign and get your certified PDF

Signers sign on any device. When everyone’s done, you both get the completed PDF plus a certificate of completion and full audit trail.

The signer's view: the agreement shown in full with a consent checkbox for electronic records under the ESIGN Act and UETA, a Start Signing button, and a note that no account is required.
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