E-signatures
Fundamentals includes 5 e-signatures a month, Essentials 10, and Pro 50. The shared pool covers agreements and signed forms and resets each calendar month.
Service agreements and templates
Fundamentals, Essentials, and Pro include documents and agreements. You can build service agreement templates and send them for signature.
Signed customer forms
The monthly cap is a shared pool across service agreements and signed forms. Usage is visible in Settings → Licensing.
Monthly caps
Fundamentals includes 5 e-signatures per calendar month. Essentials includes 10. Pro includes 50. The pool resets each calendar month.
Sign then deposit
Signatures are part of the job. The business sends one agreement for e-signature, then collects a deposit through its own Stripe account. Deposits start on Fundamentals.
No card to create it. A card is required 3 days later, or the workspace locks until you pick a plan.