Customer Onboarding Portal | Onboard.io | Onboard

Collect signatures without leaving Onboard

Send, sign, and store e-signatures natively inside your onboarding workflows - with reusable templates, project-embedded signing tasks, and a full audit trail on every completed document.

Reusable Templates, ready in minutes.

Upload a PDF, place fields, and assign signer roles once. Send any ready template on its own for ad-hoc NDAs and agreements, or embed it as a required task inside any onboarding project.

  • Drag-and-drop field placement
  • Named signer roles and signing order
  • Standalone sends or project tasks

Frictionless signing for every recipient.

Recipients sign from a single magic link — no Onboard account required. They draw, type, or upload a signature, complete only their own fields, and confirm e-sign consent before finishing.

  • No login required to sign
  • Draw, type, or upload signatures
  • Required fields guide completion

A complete record for every signature.

Track in-flight requests in Live documents and archive completed ones in Signed documents. Download the signed PDF anytime, plus a full evidence package for legal defensibility.

  • Live and signed document views
  • Signed PDF download on demand
  • Audit trail evidence package (PDF + JSON)

Built for trust

Enterprise-grade signing, by default.

Role-based access

Only admins with signing enabled can configure, send, and manage signature requests.

Verified consent

Project documents are version-safe copies, so master templates are never altered mid-flow.

Audit trails

Every document ships with a JSON evidence file and signed PDF for full legal defensibility.

Start collecting signatures inside Onboard.

Bring the entire document lifecycle into the same platform your team already runs onboarding on.
  • Free 14-day trial

  • Live in under an hour

  • SOC 2 Type 2 Compliant

Book a Demo
Start collecting signatures inside Onboard.
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