Step 1
Choose a reusable template
Start from a service agreement, deposit agreement, monthly retainer, change order, or your own uploaded/imported document.
How SmartSigner works
Turn service agreements into signed, paid work.
SmartSigner connects the full service-client handoff: reusable templates, guided e-signature, optional Stripe payment collection, recurring payment workflows, and document tracking.
Client journey
1Open private link
2Fill required fields
3Click to sign
4Pay if required
5Agreement completes
Step-by-step workflow
From reusable template to completed agreement.
Step 2
Add client and signer details
Fill sender, signer, company, email, and any custom variables that are present in the selected template.
Step 3
Set payment terms when needed
Use sign-only, one-time payment, recurring payment, setup fee plus recurring, or charge-later workflows.
Step 4
Send a private signing link
The client opens a guided signing page, completes required fields, signs, and continues to payment if payment is required.
Step 5
Track completion
Signed, pending payment, paid, expired, voided, and completed states stay tied to the agreement record.
Sign-only documents
Use SmartSigner when you only need a clean e-signature flow and completion record. Payment blocks are optional.
Review e-signature flowPayment at signing
Collect a deposit, setup fee, project payment, or package payment immediately after the client signs.
See payment workflowRecurring and mixed payments
Use one document for monthly retainers, recurring service plans, or one-time setup plus recurring billing.
See recurring workflowWhere to go next
Choose the page that matches your intent.
Use this page as the product overview, then move into templates, payment workflows, competitor comparisons, or pricing.
Product questions
Common questions about the SmartSigner workflow.
Can SmartSigner send documents without payment?
Yes. Payment is optional. SmartSigner supports sign-only agreements when you only need a client signature and completion record.
Can one document include one-time and recurring payments?
Yes. SmartSigner is built for mixed service workflows, such as a one-time setup fee plus a monthly retainer in the same signed agreement.
Does the client need a SmartSigner account?
No. Clients can open a private signing link, fill required fields, sign, and continue to payment without creating a SmartSigner account.
What happens after a client signs?
If payment is required, the client continues to the payment step. If the document is sign-only, the agreement can complete after required signatures are collected.
Explore SmartSigner
Find the right sign-and-pay workflow for your team.
Compare focused sign-and-pay workflows, review trust details, and see how SmartSigner fits common service-business use cases.