Two plansno limit on sending
$20 per user a month on its own. $200 a month for every five users with Salesforce and Revenue Cloud. Envelopes aren't counted on either, so a busy quarter costs the same as a quiet one.
10 seats, in 2 blocks of five, 2 to grow into
For teams without a CRM
Tally Sign
$20per user, per month
Everything you need to send, negotiate and sign, from the app or from a chat with ChatGPT or Claude.
- Templates, the editor and the AI assistant
- Signing on any device, in person too
- Questions, redlines and versions
- Reminders, alerts, Slack, Teams and webhooks
- ChatGPT, Claude and API access
For teams that sell in Salesforce
Tally Sign for Salesforce
$200per month, for every five users
Everything in Tally Sign, plus the Salesforce package and Revenue Cloud quote-to-cash.
- Send from any record, standard or custom
- Quote lines, opportunity products and related lists
- Write-backs, Files and notifications after signing
- Revenue Cloud quote-to-cash and Salesforce CPQ
- Send rules deployed as Flows, Agentforce actions
What isn't limitedwhich is most things
Seats are the only thing you pay for. Customers never need one, and on the Salesforce plan people who only look don't either. Most e-signature plans cap envelopes per user per year. Neither of ours does.
- Documents and envelopesSend as many as your team needs, every month.
- No limit
- TemplatesOne per product line, region or language if you like.
- No limit
- SignersCustomers never pay and never need an account.
- No limit
- People in Salesforce who only lookStatus, signed documents and internal notes on the record, without a seat (Salesforce plan).
- No limit
- AutomationsReminders, alerts, webhooks, and Salesforce updates and send rules.
- No limit
Every feature on both plansSalesforce is the only difference
Documents
- Editor with blocks, fields and your branding
- Pricing tables, payment schedules and cover pages
- Upload a PDF or Word file and send it
- AI assistant that writes and reviews templates
Signing
- Signing on any phone, tablet or computer
- Signing order, expiry and reminders
- Signing in person on your device
- Signed PDF with an audit certificate
Negotiation
- Questions and comments from signers
- Suggested edits and change requests
- Internal notes your customer never sees
- Versions, with what changed between them
Automation
- A library of ready-made automations
- Reminders, alerts and emails to your team
- Slack, Teams and webhooks
- Flows and Agentforce actions (Salesforce plan)
Your team
- Roles for admins and members
- Sign-in alerts and session control
- Connect ChatGPT and Claude to send documents
- API keys for your own systems
Salesforce plan
- Send from any record, standard or custom
- Quote lines, opportunity products and related lists
- Write-backs, Files and notifications after signing
- Revenue Cloud quote-to-cash and Salesforce CPQ
- Seats linked to Salesforce users
Questions
Who needs a seat?+
Everyone on your team in Tally Sign, and each Salesforce user who sends, replies to customers or decides on their change requests. Customers never need one. In Salesforce, anyone can see status and signed documents and leave internal notes without a seat.
What does the Salesforce plan add?+
The Salesforce package and everything that works through it: sending from any record, quote lines and related lists, write-backs after signing, Revenue Cloud quote-to-cash, CPQ, send rules deployed as Flows, Agentforce actions and seats linked to Salesforce users.
Why blocks of five on the Salesforce plan?+
It keeps the bill simple. Five seats cost $200 a month, ten cost $400, fifteen cost $600, and you add a block when you need one.
Can I start without Salesforce and connect it later?+
Yes. Your templates, documents and team carry over when you move to the Salesforce plan.
Is “no limit” really no limit?+
Yes, for normal business use. The terms include a fair-use clause so one account can't use Tally Sign to send bulk mail, and that's the only catch.
What do our customers need?+
An email address. They sign in the browser on any device, with no account and nothing to install.