E-signature for consultants

Get the consulting agreement signed without adding another monthly tool.

Use the statement of work, consulting agreement or proposal you already prepare. Add signing fields, send a secure link and keep the completed record with the client project.

✓ No monthly fee✓ Use your own PDF✓ Multiple signers included✓ Recipient needs no account
Common documents

Sign the specific decision that moves the work forward.

Keep drafting and preparation in the tools you already use; PocketESign enters when the final version needs a clear, retrievable approval.

Consulting agreementScope, fees, responsibilities and project terms.
Statement of workDeliverables, milestones, assumptions and schedule.
Proposal approvalTurn the accepted proposal into a dated client decision.
Scope changeDocument added work, revised fees or changed deadlines.
Why pay as you go

Do not turn irregular signing into permanent software rent.

Consulting projects are often irregular. You may need several approvals during onboarding and a milestone-heavy month, then none for weeks. Pay-as-you-go credits keep the signing layer available without turning quiet periods into recurring software cost.

PocketESign model1 credit = 1 completed signing request

The credit is reserved while the request is active and used on completion. If it is cancelled, declined or expires, the reservation is released.

Three-step workflow

From final document to signed record.

1

Finalize & export

Create the exact PDF you want approved.

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2

Add fields & signers

Place fields and add only the people who need to sign.

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3

Send, track & keep

Track status and keep the completed version with your records.

Product fit

A focused tool is an advantage only when it fits your process.

PocketESign fits best when you already create contracts and SOWs elsewhere and mainly need a clear approval layer. If you need full contract lifecycle management, redlining, negotiation rooms or enterprise CRM automation, a broader platform may fit better.

FAQ

Common questions.

Can I use my own consulting agreement?

Yes. Export the final version as a PDF, then add the fields you need.

Can the client and consultant both sign?

Yes. Add multiple recipients and use signing order when the client should approve before another signer.

Does the client need a PocketESign account?

No. The client signs from the secure invitation link.

Start without a card

Try your own PDF with 3 free credits.

No subscription and no signer account required.