DealSignTry for free
DealSign ›Resources ›Guide

Getting started with DealSign

Pick a plan, open DealSign, and send your first document. Ten minutes, no credit card.

GuideUpdated October 20263 min read

Pick a plan

The first time you open DealSign you choose a plan. The free 14-day trial needs no credit card and gives you everything, unlimited, for 14 days.

After the trial, Solo is $9.99 a month or $95.90 a year for one user. Team is $16.99 a month for up to four users with shared templates. The Deal Sherpa Bundle at $49 a month adds Deal Search and the DealFuse CRM.

Already a DealSherpa member? Your trial starts with one click from the DealSign home; there is no second account to make.

The DealSign home

Everything starts from one screen. Start a new document, get signatures on a file you upload, sign a document yourself, use a template, or open Auto Offer to write a purchase contract from a property and your terms.

Agreements lists every document you have sent with its status. Templates holds your saved forms. Reports shows what went out and what came back.

Your first document

The fastest first send is Auto Offer: type the property, your price and terms, review the filled contract, add the seller's email and send. The seller gets a link and signs on their phone.

Sending your own form instead? Upload the PDF, add the people who sign, and let DealSign place the signature, initial and date fields for you. You can move any field before it goes out.

  1. Open DealSign from your dashboard.
  2. Choose Auto Offer, or upload a contract.
  3. Add the signers and send.
  4. Watch the status change from sent to viewed to signed.

Keep reading

Ready to send your first offer?

Dashboard