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Process

From draft to sealed PDF.

A simple four-step walkthrough — the same path your team and signers take every day.

01

Upload or draft

Start from a PDF, a reusable template, or a plain-English AI request. Edit before anyone sees it.

  • PDF upload
  • Templates
  • AI draft
Touch2Sign dashboard with documents ready to send

Your workspace — documents, status, and next actions in one place.

02

Configure

Add recipients, signing order, fields, and how much assurance the agreement needs.

  • Signers & order
  • Fields
  • Identity rules
Compose screen with recipients and signature fields

Compose — drop fields, set the order, then send.

03

Sign

Recipients sign on any device. Optional identity verification when the deal needs it.

  • Any device
  • OneID when needed
  • Real-time status
Signer view on a mobile-friendly signing screen

Signer experience — clear, fast, no account required.

04

Seal & store

Tamper-evident PDF, evidence pack, and optional push back to HubSpot or your CRM.

  • Sealed PDF
  • Audit / SCCR
  • CRM file-back
Completed document with evidence trail in Touch2Sign

Done — sealed file and evidence where you already work.

See pricing → Run ROI calculator HubSpot deep dive