Prepare your documents in seconds
Upload, add fields, set signing order. Ready to send in minutes.
How Prepare works
Upload
Drag & drop PDF, Word, or use templates. Upload single files or entire batches. ValidSign handles it all.
Add fields
Smart field detection places signature, date, and initial fields automatically. Fine-tune placement with the drag & drop editor.
Set signers
Add recipients, set signing order (sequential or parallel), and assign roles like signer, approver, or viewer.
Review & send
Preview the document exactly as signers will see it. Add a personal message and hit send.
Template Library
Stop recreating the same documents. Build once, reuse forever.
Reusable templates
Create templates from any document. Lock fields, pre-assign roles, and standardize your signing process across the organization.
Team sharing
Share templates across departments and teams. Control access with role-based permissions. Everyone uses the latest version.
CRM auto-fill
Connect your CRM and auto-fill recipient data, contract values, and custom fields. No more copy-pasting.
Smart Field Detection
AI-powered field placement saves you time on every document.
Our AI analyzes your documents and automatically places signature, date, initial, and text fields where they belong. It learns from your corrections to get smarter over time.
Explore ValidSign AI capabilities →See ValidSign in action
Experience the complete signing workflow, from document upload to legally binding signature.
Frequently asked questions
In ValidSign you can drag and drop PDF or Word files, or start from a template. You can upload single files or entire batches, and ValidSign handles it all. After uploading you add fields and signers, then preview the document exactly as signers will see it, add a personal message and send it. Your document is ready to send in minutes.
Yes. ValidSign uses smart field detection: its AI analyzes your documents and automatically places signature, date, initial and text fields where they belong. You can fine-tune the placement with the drag and drop editor. The AI learns from your corrections to get smarter over time, which saves you time on every document you prepare.
Yes. When preparing a document in ValidSign you add recipients, set the signing order as sequential or parallel, and assign roles such as signer, approver or viewer. Before sending, you preview the document exactly as signers will see it and can add a personal message. In templates you can also pre-assign roles to standardize your signing process.
Yes. ValidSign lets you create templates from any document, lock fields, pre-assign roles and standardize your signing process across the organization. Templates can be shared across departments and teams, with access controlled through role-based permissions, so everyone uses the latest version. You can also connect your CRM to auto-fill recipient data, contract values and custom fields.