White-label signing pilot

White-label e-signing for firms that sign every day.

Dash Sign gives professional firms a branded signing portal for the documents clients see most often, so the handoff feels controlled, private, and owned by your team.

Book white-label pilot Compare vendor handoffs

Professional services team reviewing a branded secure signing rollout

Implementation pilot

Firm-branded portal

One team, one brand, and one workflow real enough to prove the rollout.

Professional

$200 + HST/year

$100 CAD + HST first-year promo for non-firm users; includes 500 envelopes/year

Firm / Enterprise

Custom

Team volume, compliance control mapping, white-label, API, SSO scoping, and guided rollout

Branded signing portal with firm logo, colours, and client-facing copy
Custom subdomain or branded signing entry point for client handoffs
Staff accounts for multiple employees with admin, sender, and viewer roles
Two high-volume workflows configured for real client documents
SMS OTP verification, audit trail, signed PDF return, and certificate of execution
Security control mapping and regulated-workflow agreement review when required
Implementation support, launch checklist, and conversion recommendation after 30 days

Target buyers

Built for firms where the signing experience shapes client trust.

Law firms

Managing partner, operations manager, intake lead

Retainers, NDAs, waivers, affidavits, and closing packages should not feel like a generic vendor handoff.

Give clients a firm-branded signing portal while preserving exportable proof on every file.

Accounting practices

Partner, client success lead, practice manager

Engagement letters, consent forms, CRA authorizations, and year-end approvals pile up across portals and inboxes.

Standardize recurring client approvals under your own brand before busy season.

Mortgage, insurance, and real estate teams

Principal broker, compliance officer, deal desk lead

Time-sensitive packages need signer accountability, status visibility, and a defensible completion record.

Replace Adobe, DocuSign, and OneSpan handoffs for document sets your team sends every week.

Why white-label

Your client should not wonder whose signing portal they just entered.

Established signing vendors can finish the transaction. The gap is ownership: your brand, your client instructions, your staff visibility, and your completion record.

Client experience: firm-branded signing portal

Team workflow: multiple staff users around firm workflows

Control: your brand, copy, portal, and rollout path

Evidence: exportable audit trail and certificate for your file

What the firm can prove in 30 days.

Staff rollout

Staff accounts for multiple employees, role-based access, and sender workflow guidance.

Branded entry

Custom subdomain or branded signing entry point, firm logo, colours, and client-facing instructions.

Evidence pack

Signed PDF return, OTP confirmation, timestamped audit trail, and certificate of execution.

Pilot intake

Qualify the pilot before the first sales call.

Capture the buyer, document workflow, trust review, timing, and budget so Dash Sign can move straight into a focused pilot conversation.

Trust needs selected

No trust needs selected yet

Firm / company *Your name *Work email *Phone optionalRole / Title *Firm type *Team size *Monthly signing volume *Timeline *Budget Range *

Primary workflow to pilot *Current Signing Process *What Would Make The Pilot Successful? *Preferred contact method *Extra notes optionalI agree that Dash Sign may contact me about this pilot request and process this intake for sales follow-up.

Your brand. Your signing flow. A cleaner client handoff.

Start with one high-volume workflow. Keep the rollout small until the firm sees real documents completed with better control, evidence, and trust.

Book white-label pilot