Send a document for signature straight from the record. Signers sign by email, every signature is legally binding, and the signed copy comes straight back to Attio.
4.9/5 Rated on G2 by real usersPlace {{signature, r1}} tags in your Google Doc or PDF template wherever each signer needs to sign.
Connect signer names and email addresses to attributes on the Attio record.
Generate the document and send it for signature directly from the record.
Follow signing status in real time. When everyone has signed, the sealed copy is filed to the record.
The whole signing flow lives on the record, so nothing gets lost between tools.
The usual signing flow means a second platform with its own logins, templates and screens to click through. With DocuPotion you generate, send and track the signature without leaving the Attio record, and signers just click an email link. Nothing for you or your signers to install.
Signatures collected through DocuPotion comply with the ESIGN Act and UETA in the US, and qualify as electronic signatures under eIDAS in the EU. Once everyone has signed, the document is sealed against tampering. Valid in the US and the EU.
Every request keeps a timestamped record of who was sent the document, who viewed it, and who signed, with each signer's name, email address and IP address. The signed copy is filed to the Attio record, and the full audit trail is always available in DocuPotion. Evidence you can stand behind.
DocuPotion e-signatures comply with the key e-signature regulations across jurisdictions.
The federal law that gives electronic signatures the same legal status as handwritten signatures across the United States.
The Uniform Electronic Transactions Act sets consistent rules for electronic transactions at state level, adopted by 49 US states.
The EU regulation that establishes the legal framework for electronic signatures in every member state. DocuPotion signatures qualify as simple electronic signatures.
Yes. Signatures collected through DocuPotion comply with the ESIGN Act and UETA in the United States, and qualify as electronic signatures under the EU's eIDAS regulation. Every signature is backed by a full audit trail, and the completed document is sealed against tampering.
A timestamped record of every event in the signing flow: when the request was sent, when each signer viewed the document, and when they signed, along with each signer's name, email address and IP address. The audit trail and a signing certificate are kept with the document in DocuPotion.
Signature, initials, date and text fields. Place them in your template with tags like {{signature, r1}}, where the number assigns the field to a signer. Every signer needs at least one signature field.
Yes. Signing requests are sent by DocuPotion, and you can set the subject and message, including merge fields from the Attio record.
Yes. Assign fields to signer 1, signer 2 and so on, and each signer receives their own signing link by email.
The document is sealed and the signed copy is filed to the Attio record, with delivery to Google Drive or email if you have chosen it. The audit trail stays available in DocuPotion.
Send a document for signature without leaving your workspace.