Capability — Signdrive

Signed, and
on the record.

A full e-signature tool living inside the CRM and the support desk. Send a contract from the deal you are working, countersign it, and the executed copy stays attached to the person and the company — not buried in someone's downloads folder.

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Audit trail on every envelope

What Signdrive does

The agreement belongs to the customer, not to a filing cabinet.

Standalone signing tools give you a signed PDF and an email receipt. Signdrive gives you a signed PDF that is already filed against the deal, the company and the contact — and that other parts of RightDesk can react to.

Send from where you work

Raise an agreement from inside a deal, a company or a support ticket. The recipients, the account and the context are already filled in.

Reusable templates

Save your MSA, NDA, quote and renewal papers as templates with fields that pre-fill from the record — legal name, address, term, amount.

Ordered & parallel signing

Route to several signers at once, or in sequence when your counterparty needs an internal approval before your countersignature.

Audit trail

Every view, every signature, timestamped with signer identity and IP, kept with the executed document and exportable as a certificate.

Reminders that stop themselves

Chase unsigned envelopes on a schedule you set. The moment it is signed the chasing stops and the deal owner is notified.

Filed against the record

Executed documents are attached to the contact, the company and the deal at once. Support can see the signed terms without asking sales for a copy.

One document, end to end

From draft to filed, without leaving RightDesk.

Step 01

Raise

Pick a template from the deal. Fields fill from the CRM record; you check the term and the number.

Step 02

Route

Add signers in order, set reminders, send. The envelope appears on the customer timeline immediately.

Step 03

Sign

Counterparty signs in the browser, no account required. Each action is written to the audit trail.

Step 04

File

Executed copy attaches to contact, company and deal. Maildrive can pick it up as an onboarding trigger.

Part of the whole

Support should not have to ask what you agreed.

When the agreement lives in the same system as the tickets and the pipeline, an agent answering a question about entitlement can simply read the signed terms. That is the whole argument for keeping signature inside the CRM rather than beside it.

See the full 360 view

Agreements on this company

SIGNED

Master Services Agreement · 24 mo · countersigned

SIGNED

Mutual NDA · executed before first call

2 OF 3

Order Form — Q3 expansion · awaiting finance

DRAFT

Renewal 2027 · opens 60 days before term end

Signed, and on the record.