DOCUMENT APPROVALS & ELECTRONIC SIGNATURES

Send it. Sign it.
Verify it.

Send documents for approval or signature, then share a receipt that records who acted, what they decided, and when.

Create your first request See how it works

For proposals, agreements, and everyday sign-offs.

ONE PROPOSAL, A SHARED RECORD
Website design proposalAlex sends a proposal to Jamie.
  1. Create a requestAlex adds the scope, fee, and document.
  2. Review and signJamie reviews the proposal and signs.
  3. Verify the receiptTaylor checks the record and file.

From a request to a record you can share.
Who acted, what they decided, and when.

A SIMPLE EXAMPLE

One proposal. Three people. A clear outcome.

Alex is a freelance designer. Jamie is the client. Taylor handles the accounts and needs a record of the agreement.

01 / CREATE A REQUEST

Alex sends the proposal.

Alex attaches the website proposal, describes the scope, fee, and delivery date, and asks Jamie to sign it using Jamie’s email address.

Jamie has the document and instructions together, ready to review.

How to create a request
THE REQUESTSignature requested

Website design proposal

A clear scope. A fixed fee. A person to sign.

Scope
Design a five-page website
Project fee
$2,400
Delivery
November 6, 2026
Send to
Jamie Chenjamie@example.com
Ask for
An electronic signature
Alex sendsJamie reviews
Illustrative example · Fictional people and details.
02 / REVIEW AND SIGN

Jamie reviews the proposal and signs.

Jamie signs in to Click2Approve with the email address Alex used and opens the proposal. After reviewing the document and instructions, Jamie checks the legal name, draws a signature, and submits the response.

The signature and decision become part of the request history.

How to complete a signing task
THE DECISION Signed

Jamie signs the proposal.

The decision stays with the request.

Document
Website design proposal
Signed by
Jamie Chen
Recorded
October 15, 202610:30 a.m. Eastern Time
Sample electronic signature
Illustrative example · Fictional people and details.
03 / SHARE AND VERIFY

Taylor checks what was agreed.

When Jamie’s signature completes the request, Click2Approve creates a receipt recording the outcome. Alex opens that receipt and creates a verification link with an expiry date. Taylor follows the link to review the recorded decision, signer, and signature without signing in.

With a copy of the proposal, Taylor can use Verify file to check that its contents match a file recorded on the receipt.

Anyone with an active link can view that receipt. Alex can remove the link to stop sharing.

How receipt verification works
THE RECEIPT Succeeded

A record Taylor can check.

Shared through a verification link.

Request
Website design proposal
Requested by
Alex Morgan
Signed by
Jamie Chen
Recorded
October 15, 202610:30 a.m. Eastern Time
Document matches the recorded file.website-proposal.txt · File contents match
Illustrative example · Fictional people and details.

WHEN YOUR WORKFLOW GROWS

Start simple. Add the steps you need.

Review before signing.

Add a review or approval step before the signature. Steps run in order; each step can require all assigned participants or just one of them to act.

Keep the context together.

Use request discussions to clarify details. Follow progress and recorded decisions alongside the documents.

Repeat what works.

In an organization, assign work to employees or teams and save workflow templates for recurring requests.

YOUR FIRST REQUEST

Give your next agreement a clear record.

Start with a document and the person who needs to act.

Read the getting started guide
Open Click2Approve