Automate Document Workflows from Intake to Signature
Build reusable workflows that collect data, generate documents, and send for e-signature - or start with e-signature only.
Workflow Automation Packages
Includes full e-signature for every generated package
- Build custom intake forms with drag & drop
- Generate complete document packages
- Reuse workflows for every transaction
- Map fields once across multiple documents
- Edit documents directly in ePACT!t
- Send generated packages for e-signature
- Send Webform - recipients fill intake with no account
Includes full e-signature for every generated package
- Everything in Workflow Builder, plus:
- Smart conditional workflows
- Dynamic document generation
- Calculated fields and formulas
- Advanced validation rules
- Complex business logic
Need more seats, volume, or custom packaging?
Enterprise is built for larger teams ? custom limits and sales-led setup. Contact support to discuss a plan that fits.
eSignature Packages
E-signature & document vault only - no Workflow Builder
E-signature & document vault only - no Workflow Builder
Compare Plans at a Glance
| Feature | eSignature Pay-as-you-go | eSignature Starter | Workflow Workflow Builder | Workflow Workflow Builder Pro |
|---|---|---|---|---|
| E-signature | ||||
| Unlimited document vault | ||||
| Workflow Builder access | ||||
| Custom intake forms | ||||
| Send Webform | ||||
| Multi-document packages | ||||
| Field mapping | Basic | Advanced | ||
| Conditional logic | ||||
| Calculated fields | ||||
| Dynamic document generation | ||||
| user seats | 2 | 3 | 5 | 10 |
| Monthly workflow runs | 15 | 25 |
Included in Every Plan
Workflow Automation Additions
Workflow features available on Workflow Builder and Workflow Builder Pro plans.
Why it's Different
Workflow Automation
Design intake forms once, reuse for every transaction. Collect data, generate documents, and route for signature automatically.
Intake to Signature
One platform from data collection through signed documents ? no switching tools.
Effortless to Use
An intuitive interface with a simple 3-step contract creation process and built-in tutorials for a seamless experience.
Flexible and Affordable
Start with e-signature only, or upgrade to full workflow automation when your process grows. 1-month free trial ? no credit card needed.
Real Time Collaboration
Securely share contract drafts with all relevant parties to leave comments, suggest changes, and ensure alignment before finalizing the contract.
Multiple Ways to Create
Use workflow automation, built-in templates, upload your own files, start from scratch, or reuse saved documents.
Team Ready
One account supports multiple users, with customizable roles and shared access to resources.
Upload to Document Vault
Safely upload, organize, and store your paper contracts in a protected Document Vault, improving security and searchability.
Top Tier Security
End-to-end encryption and tamper-proof storage keep your data and signatures safe.
Unlimited Access
Access your contracts anytime, anywhere - with no extra cost or limitations.
Drag-and-Drop Annotations
Easily add signatures, initials, dates, textboxes, checkboxes, and more to your documents with a simple drag-and-drop interface.
Signing Order
Define the order in which parties sign the contract, ensuring a smooth and organized signing process.
Include Your Company Logo
Enhance your contract's professionalism by easily adding your company logo to each document.
Personalized Support
Dedicated one on one assistance when you need it.
