Add document sending inside your business software

What if your users could prepare and send documents for signature, approval or witnessing without ever leaving your app? That's exactly what Legalesign's Document Viewer does.

Why It Matters

Picture this:

• Your sales team closes a deal and sends the contract—all from within your CRM

• Customers sign agreements in your portal without being redirected anywhere

• HR prepares onboarding docs right in your HR system

No app-hopping. No confusion. Just smooth workflows.

How It Works

1. Your system generates a document

2. Upload it to Legalesign

3. User drags signature boxes onto the document

4. Hit send

5. Recipients sign electronically

Think of it as a mini signing studio built right into your software.

What Your Users See

When you embed the Document Viewer, users get a clean interface where they can:

• Drag and drop signature boxes, initials, and date fields

• See color-coded recipients—each signer gets their own color, so it's obvious who signs where

• Use your custom buttons—"Back to Dashboard," "Send for Signature," whatever fits your workflow

• Get real-time validation—the system won't let incomplete documents go out

Real-World Examples

Sales CRM: Rep closes a deal, CRM generates the contract, rep adds signature fields, sends it—all without leaving the CRM.

In-house Software: Connect with your document generators to enable your employees to rapidly prepare and send documents to your end-customers for completion.

HR Onboarding: Generate all employment docs, add signature fields, send as one batch. New hire gets a single link to sign everything.

Support Services: Support worker, assists customers by generating new direct debits and change of service agreements. Sent to the customer without switching out of your in-house support software.

The Benefits

For your business: faster processing, better tracking, your branding throughout.

For your users: they stay in the app they know, no learning curve, fewer steps.

For signers: simple link, works on mobile, no account needed, bank-level security.

Is This Right for You?

This works great if you:

• Run a web-based app (CRM, portal, business system)

• Regularly send documents for signature

• Want to improve user experience

• Have a developer who can handle the integration

It's especially valuable for SaaS platforms, enterprise systems, customer portals, and internal tools.

Getting Started

You'll need a Legalesign account, a developer to integrate the component, and a way to generate PDFs (which most business software already does). Integration typically takes a few days to a few weeks.

Want to see it in action? Check out the QuickSend feature within our agreements web app, or visit our API docs for technical details.

Questions? Existing customers reach out to our support team, or otherwise contact us.