eSignatures

Send documents for signature straight from a Portant workflow, or upload a one-off PDF and send it for signing without setting up a workflow at all.

Use eSignatures when you need a recipient to sign something you've sent them: a contract, a quote, an offer letter, an NDA. The signed PDF lands back in your output folder and (if you're connected) on your HubSpot deal or Google Drive folder, with an optional audit trail attached.

When to use eSignatures

eSignatures fit two broad shapes of work:

• From a source. Pull data from Google Sheets, Google Forms, HubSpot, or another connected source, generate a personalised document, and send it for signature on every new row, response, or stage change.
• One-off. Upload a finished PDF, drop in signature fields, and send it to one or more signers without setting up a workflow.

Both flows produce a legally valid signed PDF, with timestamping, document integrity locking, and an optional audit trail. See Compliance for the laws we support by country.

How it works

1. Add a signature request to your workflow (or upload a PDF for a one-off send).
2. Place signature, date, text, checkbox, and initials fields wherever you need them.
3. Add the signer's email (a tag from your source, or typed directly).
4. Customise the request and confirmation emails if you want to.
5. Turn on the workflow. Portant sends the request, collects the signature, and saves the signed copy.

Next steps

• Get started: set up your first signature workflow end to end.
• Signature requests: the full walk-through, from picking a source to turning automation on.
• Manual PDF upload: send a one-off PDF without a workflow.
• Multiple signers: request signatures from up to four people on the same document.
• Compliance: country-by-country legal positioning.