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E-signature Platform
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E-signature Platform · Available now

Know where every signature packet stands.

E-signature Platform organizes a signature packet from its first draft through preparation, review, sending, signer progress and completion. A packet belongs to an organization, has an owner and points to a signing template.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSigning in Progress
E-signature Platform · Signature packets

Signing in Progress

Signature packets in one list

New signature packet
Signature packets in view
6
Total completed signer count
105
Sent
3
Partially signed
3
Sent3
ENV-2026-4812SP-37300
19
20 Oct
ENV-2026-4814SP-11161
12
09 Oct
ENV-2026-4816SP-23616
10
17 Oct
Add
Partially signed3
ENV-2026-4813SP-46646
40
22 Oct
ENV-2026-4815SP-45160
2
20 Oct
ENV-2026-4817SP-42059
22
15 Oct
Add
ENV-2026-4812Signature packets · SP-37300
Sent
Sent date20 Oct
Completed signer count19
Signing order420
Review decisionSP-37300 · ENV-2026-4812

Signature Reviewer approves or returns the prepared revision.

Waiting for Signature Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

Follow every packet

Every feature works on the same records. Pick one to see the screen your team works in.

Signature packets

Keep the document, owner and signing result on the same packet.

  • Packet identity
  • Preparation
  • Completion
  • Signature packets
  • Signature templates
  • Organizations
  • People
  • State history
Explore signature packets
OverviewDraft Packet Review
E-signature Platform · Signature packets

Draft Packet Review

Approval conditions

New
NumberNameStatusOwnerDefinitionDocument hash
SP-40651Westhaven services agreementDraftTalia BrooksPurchase approval formsha256:7f29c1d8a340
SP-45983Cedarbank vendor onboardingDraftTalia BrooksData processing addendumsha256:86ab24e19d05
SP-62096Harbor Point lease renewalDraftTalia BrooksVendor onboarding packetsha256:0c73f89a42be
SP-83220Northline employment offerDraftOwen MercerVendor onboarding packetsha256:d4918e05c62a
SP-97221Pineford board consentDraftOwen MercerPurchase approval formsha256:35bc7109e4f8
6 of 6 records
Westhaven services agreementSignature packets · SP-40651
Draft
OwnerTalia Brooks
DefinitionPurchase approval form
Document hashsha256:7f29c1d8a340
Example screen with sample data
Process

From prepared document to signed evidence

Packet preparation to signed evidence ships ready to use. One step needs a named approval before the work moves on: Review decision (Signature Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Create packet

    Give the document an owner, organization and signing definition.

    ENV-2026-4812SP-37300 · Packet Owner
    Create packetBy Packet Owner

  2. Prepare revision

    Fix the revision, signer order and document hash.

    ENV-2026-4812SP-37300 · Packet Owner
    Prepare revisionBy Packet Owner

  3. Review decision

    A named reviewer decides on that prepared revision.

    ENV-2026-4812SP-37300 · Signature Reviewer
    Review decisionBy Signature Reviewer
    ApprovalSignature Reviewer approves or returns the prepared revision.

  4. Send packet

    Keep the provider envelope identity with the packet.

    ENV-2026-4812SP-37300 · Packet Owner
    Send packetBy Packet Owner

  5. Verify signer events

    Compare provider evidence with the prepared document.

    ENV-2026-4812SP-37300 · Signing Operations
    Verify signer eventsBy Signing Operations

  6. Close or correct

    Retain the result and explain any successor revision.

    ENV-2026-4812SP-37300
    Close or correct

Start with Packet preparation

Inside a record

Connect your signing provider

Open any signature packet to see its evidence documents, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Sent date, Completed signer count and Signing order.

  2. 2
    Evidence documents

    Each line is linked to this signature packet.

  3. 3
    Who works on it

    Packet Owner, Signature Reviewer and Signing Operations, each with their own permissions.

  4. 4
    Process stages

    Create packet, with the role that acts.

  5. 5
    Approvals

    Review decision, with who decides.

Signing in ProgressENV-2026-4812
E-signature Platform · Signature packets

ENV-2026-4812

Sent

Log activity
1
Record details
Sent date20 Oct
Completed signer count19
Signing order420
2
Evidence documents

ENV-2026-4812

SourceTitleAttachment
Pineford board consentWesthaven signed agreementwesthaven-signed-agreement.pdf
Cedarbank vendor onboardingCedarbank identity verificationcedarbank-identity-check.pdf
Cedarbank vendor onboardingHarbor Point witness statementharborpoint-witness-form.pdf
Evidence documents
6
3

Who works on it

  • Packet OwnerManage signature packets
  • Signature ReviewerManage review decisions, evidence documents
  • Signing OperationsManage signer events, execution attempts, operation runs…
4

Process stages

  • Create packetPacket Owner
5

Approvals

  • Review decisionSignature Reviewer
    Approved
Example screen with sample data
Approvals

Decisions on the right revision

OverviewApprovals
E-signature Platform · Overview

Approvals

Signed in as Signature Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SP-40651Westhaven services agreement
    Purchase approval formRequested by Talia Brooks
    Draft1dActions
  • SP-45983Cedarbank vendor onboarding
    Data processing addendumRequested by Talia Brooks
    Draft3dActions
  • SP-62096Harbor Point lease renewal
    Vendor onboarding packetRequested by Talia Brooks
    Draft2dActions
  • SP-83220Northline employment offer
    Vendor onboarding packetRequested by Owen Mercer
    Draft3dActions

Who approves what

DecisionApprover
Review decisionA named reviewer decides on that prepared revision.Signature Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens E-signature Platform to the work that is theirs. Pick a role to see what it starts with.

Packet Owner

Prepares a packet and follows it through the signing cycle.

This is the first screen this role sees.

OverviewDraft Packet Review

Draft Packet Review

Signature packets · Packet Owner

NumberNameStatusOwnerDefinitionDocument hash
SP-40651Westhaven services agreementDraftTalia BrooksPurchase approval formsha256:7f29c1d8a340
SP-45983Cedarbank vendor onboardingDraftTalia BrooksData processing addendumsha256:86ab24e19d05
SP-62096Harbor Point lease renewalDraftTalia BrooksVendor onboarding packetsha256:0c73f89a42be
SP-83220Northline employment offerDraftOwen MercerVendor onboarding packetsha256:d4918e05c62a
SP-97221Pineford board consentDraftOwen MercerPurchase approval formsha256:35bc7109e4f8
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See progress and exceptions

Review packet progress, signer evidence, decisions and exceptions.

Overview
E-signature Platform · Overview

E-signature Platform dashboard

This quarter

Execution attempts in view
6
Queued
2
Running
2
Failed
1

Signature packets by status

How far records got this quarter

StageReachedStep
Draft39
Prepared923%
Sent444%
Partially signed125%

Completed signer count by status

Sample totals per stage

1.0k0
1.0kDraft
1.0kPrepared
1.0kSent
1.0kPartially signed
-3000Completed
Example screen with sample data
  1. 01Packet status by organization

    Group packets by organization and status to find signing work still open.

  2. 02Signer completion by packet

    Compare each packet's completed signer count with its signer events.

  3. 03Review decisions by outcome

    Show decisions, reviewers, dates and reasons for each packet revision.

  4. 04Execution attempts requiring attention

    List failed or unknown attempts with their operation key and failure reason.

  5. 05Operation results by revision

    Compare run status and result reference by packet and source revision.

  6. 06Follow-up actions due

    Show open actions by assignee and due date.

  7. 07Evidence awaiting verification

    List documents marked No with their source packet and verifier.

  8. 08Packet change history

    Show status changes and reasons by packet and revision.

All reports and dashboards

Who it's for

Document teams at work

See how E-signature Platform fits your kind of team.

Legal document teams

Route agreements through a named reviewer and signer evidence.

Procurement teams

Keep supplier document signing tied to its review decision.

People operations

Track document signatures with an accountable owner and review.

Controls

Keep the decision trail

Each stage of packet preparation to signed evidence names the role that acts and the status it records, so a change is never anonymous.

OverviewPacket preparation to signed evidence
E-signature Platform · Process

Packet preparation to signed evidence

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
8
Prepare revision
Packet Owner
StatusDraft → Prepared
RecordsOperation steps, Operation runs
Send packet
Packet Owner
StatusPrepared → Sent
Advance completion
Signing Operations
StatusSent → partially signed
Packet preparation to signed evidence
  1. Start
    Prepare revisionDraft → Prepared
    Operation steps
  2. Approval
    Review decisionSignature Reviewer
    Review decisions
  3. Step
    Send packetPrepared → Sent
    Packet Owner
  4. Step
    Advance completionSent → partially signed
    Signing Operations
  5. Step
    Resolve exceptionsOpen → in progress → Completed
    Follow-up Owner
Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Use Proto to prepare packet work and examine exceptions.

It can

  • Packet Owner: Show my prepared packets and the revision awaiting review.
  • Signature Reviewer: List pending decisions with the source packet and evidence reference.
  • Signing Operations' assistant: Find failed and unknown execution attempts by operation key.

Stays with a person

  • A named reviewer makes the approval decision for the exact prepared revision.
  • Signing Operations checks authenticated provider evidence before accepting progress.
  • Proto can organize the records and prepare a response, but it should not replace the reviewer or treat an uncertain provider result as a verified signature.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • E-signature Platform
  • Signing provider
  • Document source
  • Identity source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Signature packets5
  • Templates and organizations5
  • Signer progress5
  • Review and evidence5
  • Execution trace5
  • Follow-up and corrections6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the packet boundary

    Name the document source, signing provider, packet owner and reviewer. Decide which organization owns the record.

  2. Map records

    Bring in organizations, people and templates before packets. Preserve original packet revisions, provider references, decisions and signer events.

  3. Configure a bounded pilot

    Use one document type and one signing definition. Rehearse preparation, review, sending and a verified signer event.

  4. Rehearse exceptions

    Return a revision for correction, send a duplicate event and investigate an unknown provider attempt. Confirm the prior receipt and decision remain visible.

  5. Review and release

    Compare the pilot packet with the provider envelope and signed evidence. Check role access and obtain the named owners’ acceptance.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for E-signature Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure E-signature Platform for your business. Pilot one document type, one signing template and a packet that the owner and reviewer can reconcile with the signing provider.

What is a signature packet?

It is the working record for a document sent for signature, with an owner, organization, template, revision, signer information and current status.

How are signing templates used?

A packet points to a template for its organization. The template holds its code, effective dates and policy reference.

Who approves a packet?

A named Signature Reviewer records a decision on the prepared revision, with a reason and evidence reference.

Can we see partial signing progress?

Yes. The packet tracks its status and completed signer count, while signer events hold the provider reference, signer identity and signed time.

How are provider failures handled?

Execution attempts and operation runs preserve the operation key, result and failure reason. The team checks the original provider receipt before retrying an uncertain action.

What happens if a signed document needs correction?

Keep the earlier revision and signed evidence. Record a successor revision, correction reason and follow-up action, then review the change.

Can different organizations use different templates?

Yes. Templates, people and packets each connect to an organization, so the setup can keep their records together.

Can we migrate existing packet history?

Map packet numbers and revisions first, then bring in decisions, signer events, execution references and status history. Reconcile a pilot set against the signing provider.

Set up E-signature Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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Free to use. Your own model provider may charge for usage.