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Docuflex e-signature use cases

Where teams put Docuflex to work, and which platform features each one leans on.

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Residential leases

Send a lease to the tenant first and the landlord second with sequential routing, initials on every page, a required lea...

Real estate transactions

Purchase agreements, addenda, disclosures and counter-offers with multiple signers, witnesses and cc recipients, each wi...

Property management

Renewals, pet addenda, move-in checklists and notices sent from one template at scale, with webhooks that update your te...

Law firms

Engagement letters, retainer agreements, settlement documents and client intake with access codes or SMS verification fo...

HR offer letters and onboarding

Offer letters, NDAs and policy acknowledgments sent from templates, completed on a phone, stored sealed....

NDAs and confidentiality agreements

A one-recipient, one-signature envelope created and sent in a single API call, with the signed copy delivered to both si...

Sales contracts and order forms

Quotes and order forms generated by your CRM, signed by the buyer, countersigned by your rep, with the completion event ...

Contractor and subcontractor agreements

Scope, rate and insurance acknowledgments for field crews, signed from a phone, with attachment tabs for certificates of...

Vendor onboarding

W-9 style attestations, supplier agreements and banking forms with SSN tabs, regex validation and conditional fields....

Loan and financing documents

Multi-document envelopes with the borrower, co-borrower and an in-person signer, each authenticated, each step audited....

Insurance applications and claims forms

Applications, consent forms and claim affidavits with prefilled fields from your system of record....

Patient intake and consent forms

Consent and intake forms completed before a visit, embedded in your patient portal....

School enrollment and permission forms

Enrollment packets and permission slips sent to parents in bulk, tracked per family....

Nonprofit grant and volunteer agreements

Grant agreements, volunteer waivers and board consents, routed to the right signers in order....

SaaS order forms and MSAs

Order forms and master agreements generated at checkout and signed in-app, with the executed PDF attached to the account...

Construction change orders

Change orders and lien waivers routed owner, GC, sub, with dated signatures and a verifiable record....

Equipment and vehicle rental agreements

Rental contracts signed at the counter on a tablet or sent ahead by email....

Freelance and consulting contracts

Statements of work and change requests between a consultant and a client, each party getting the sealed copy....

Board resolutions and written consents

Unanimous written consents collected in parallel from every director, with a certificate listing who signed and when....

Waivers and releases

Event, gym and activity waivers signed on a phone, stored sealed and verifiable....

Tenant notices and acknowledgments

Rent-increase notices, entry notices and policy acknowledgments with certified-delivery recipients so receipt is recorde...

Purchase orders and supplier acknowledgments

POs that need a supplier countersignature, posted back to your ERP when done....

Developer integrations

Build signing into your own product: REST API, OpenAPI 3 spec, TypeScript SDK, OAuth2 with PKCE and a JWT grant, HMAC we...

AI agents that send documents

Let an assistant prepare, send and track envelopes on a user's behalf through the Docuflex MCP server, with the user's o...