Create an account
Name your organization, optionally add its logo, accept the product terms and privacy policy, and open your workspace.
Your first agreement can be out the door in minutes.
There is no feature maze to learn. GetSimpleSign brings the choices that matter—privacy, recipients, routing, expiry, reminders, and signing fields—into one guided flow.
Upload an agreement
Bring a PDF, a Word or Excel file, a slide deck, or a photo of a printed form. Anything that is not already a PDF is converted for you, and your original file is kept beside it. The file stays private to you unless you share it.
Name the roles that sign
On a template, describe who signs—Client, Manager, Volunteer—and choose sequential or parallel routing. Real names and email addresses are entered later, when you send.
Place required fields
Add signature, full name, date, text, or checkbox fields and assign each one to a role. Fields you complete yourself reach the signer as text they cannot change.
Review delivery
Confirm the 30-day default expiry or choose another period, review reminders, and send.
Track and retrieve
Follow delivery and signatures. When complete, retrieve the signed PDF and completion record.
Preparing the document
The document rarely arrives ready to send.
Most agreements start as a file that needs tidying first—a scan with a cover page, a Word draft, pages in the wrong order. That work happens here, before anything reaches a signer.
Bring the file you already have
PDF, Word, Excel, PowerPoint, OpenDocument, rich text, plain text, and common image formats are accepted, up to 25 MB. Non-PDF uploads are converted automatically, and the file you chose is retained alongside the converted PDF.
Fix the pages first
While a template is still a draft, reorder, rotate, insert, and delete pages. Fields follow their page to its new position, and you are told how many fields a deleted page takes with it before the change is saved.
Fill in what you already know
Mark a field as yours and complete it at send time—an amount, a start date, a file number. It reaches every signer as settled text they can read but cannot edit.
Check the placement before you send
Preview the prepared document with every field shown in position and labelled with the person who will fill it, so nothing is discovered by the signer first.
Reuse the setup, not the effort
Publish the template as Ready and use it whenever someone needs to sign. Its pages stay fixed from then on, so agreements you have already sent keep matching what was published.
Guidance where the question comes up
Every screen carries help for the decisions on it, and short explanations sit beside the choices that people ask about most. Nothing here assumes you have used signing software before.
The signer experience
No account required to review and sign.
Recipients open a dedicated invitation, confirm their intent to use electronic records and signatures, review the agreement, and type or draw their signature. GetSimpleSign does not create a signer account automatically.
Open secure invitationDedicated to the recipient and agreement.
Confirm electronic intentAffirmative consent before signing.
Type or drawCore signature quality on every plan.
Receive completion noticeClear confirmation when the agreement is done.
Prepare your first agreement for free.
No credit card required. Unlimited reusable templates.