Prepare your documents in seconds
Upload, add fields, set signing order. Ready to send in minutes.
How Prepare works
Upload
Drag & drop PDF, Word, or use templates. Upload single files or entire batches. ValidSign handles it all.
Add fields
Smart field detection places signature, date, and initial fields automatically. Fine-tune placement with the drag & drop editor.
Set signers
Add recipients, set signing order (sequential or parallel), and assign roles like signer, approver, or viewer.
Review & send
Preview the document exactly as signers will see it. Add a personal message and hit send.
Template Library
Stop recreating the same documents. Build once, reuse forever.
Reusable templates
Create templates from any document. Lock fields, pre-assign roles, and standardize your signing process across the organization.
Team sharing
Share templates across departments and teams. Control access with role-based permissions. Everyone uses the latest version.
CRM auto-fill
Connect your CRM and auto-fill recipient data, contract values, and custom fields. No more copy-pasting.
Smart Field Detection
AI-powered field placement saves you time on every document.
Our AI analyzes your documents and automatically places signature, date, initial, and text fields where they belong. It learns from your corrections to get smarter over time.
Learn more about ValidSign AI →See ValidSign in action
Experience the complete signing workflow, from document upload to legally binding signature.