Solutions/No CRM needed
Contracts out and signedwithout a CRM or a setup project
Sign up, start from a template or the PDF or Word file you already use, add who signs and send. Your customer signs on any device without an account. $20 per user a month, with no limit on documents.
Add who signs, press Sendit checks the rest
This is the real editor on the Mutual NDA every new company starts with. Type who signs for the customer and send. Anything still empty, like the effective date, is asked for before it goes.
1 · Once
Sign up
Your company name, logo and brand color. About five minutes.
2 · Every time
Start the document
From a template, a PDF or Word file you already use, or the assistant.
3 · Every time
Add who signs
A name and an email for each person, all at once or in order.
4 · Every time
Send
Anything still empty is listed first, so nothing goes out half done.
Start from what you haveor from nothing at all
Most teams already have an NDA or an agreement they trust. Bring it in as it is, or build one on the page with blocks for key details, pricing tables, payment schedules and signatures.
A template
New companies start with a Consulting Agreement and a Mutual NDA. Edit the wording on the page, and mark what changes each time as a fill-in, like the effective date.
Your PDF or Word file
Upload the contract you already send. A PDF keeps its pages and you drag fields onto them. A Word file becomes text you can edit in place.
The assistant
Describe the document or a new clause. The assistant writes it into the page, highlights what it changed, and one click undoes it.
Customers sign on their phoneno app, no account
One email with your logo and a single button. The document fits the screen, Start jumps from field to field, and a signature can be drawn with a finger or typed. Every view and signature is logged with the time, IP address and device.
- Signing order, or everyone at once
- The link expires after 60 days, or when you choose
- Sign in person on your own laptop or tablet
- The signed PDF, with its audit certificate, to everyone
Questions and redlinesright on the document
Your customer asks a question or suggests a change right on the page. You see exactly what changed, reply or accept it, and the new version goes back for signature. Every version is kept.
Questions
Pinned to the paragraph they're about. You get an email and answer in the same place.
Suggested edits
Accept, edit and accept, or decline with a note. Pricing and signature sections take a change request instead.
Internal notes
A note next to the text for your team. The customer never sees it.
Or ask ChatGPT or Claudeto draft it and send it
Tally Sign has an MCP server built in, the standard way AI apps use other tools. Connect ChatGPT or Claude once with your own login, then ask for a document in a chat. It drafts it in Tally Sign, shows you the link, and sends only after you say so.
You ask
“Draft a mutual NDA with Harborview Freight. Lena Ortiz signs for them, lena@harborview.example.”
Claude Code and your own scripts use an API key on the same connection. See how to connect.
- 1
It creates the NDA
create_ndaEffective today, with Harborview Freight and Lena as the counterparty.
- 2
It checks the draft
check_documentMissing names or empty fill-ins, and a preview PDF.
- 3
It shows you the draft
A link to open it in the editor and change anything yourself.
- 4
It sends when you say so
send_documentNever before you've approved it in the chat.
- 5
It follows up
send_reminderAsk who hasn't signed, remind them, or get the signed PDF.
Reminders and follow-upsthat run on their own
Turn on ready-made automations from the library and adjust any of them: when it runs, who hears about it and what it says. Messages can go to Slack, Microsoft Teams or a webhook, and each run is logged.
Follow-ups
- Nudge signers after 3 days
- Keep nudging every 2 days, up to 3 times
- Resend when nobody opened it in a day
- Warn signers 2 days before the link expires
Your team
- Email the rep the moment it's signed
- Customer asked a question: alert the rep
- Send every signed PDF to finance
- Tell the rep 3 days before it expires
Other tools
- Post every signed deal to Slack
- Post customer questions to Slack
- Send signed deals to Zapier, Make or your system
- Void documents nobody opened in 30 days
Your name on everythingand your team behind it
Your branding
Your logo and brand color on documents, signing pages, emails and the signed PDF.
Your legal details
Legal name, address and governing law, set once in Settings and filled into every template.
Team and roles
Invite teammates by email as admins, who manage settings, or members, who send.
Sections
Keep areas like Business and Rentals apart, each with its own documents and templates.
Tracking
See who has viewed and signed, copy a signing link, or remind people from the document.
Proof of signing
Consent, views and signatures recorded on a Certificate of Completion at the end of the signed PDF.
Pricing
$20
per user, per month
A user is anyone on your team in Tally Sign. Your customers never pay, and every feature on this page is included.
No limit on
- Documents and envelopesNo limit
- TemplatesNo limit
- SignersNo limit
- AutomationsNo limit
Your customers never take a seat, and they never need an account to sign.
Salesforce later?
Connect it whenever you're ready. Your templates, documents and team stay as they are, and you can send from quotes, opportunities and any other record on the Salesforce plan.
Compare plansQuestions
Do my customers need an account?+
No. They need an email address. They open the link and sign in the browser on a phone, tablet or computer, with nothing to install.
Can I send the contract I already have?+
Yes. Upload it as a PDF or a Word file (.docx). A PDF keeps its pages and you place the signature fields on them; a Word file becomes text you can edit. Older .doc files need to be saved as .docx or PDF first.
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.
Can someone sign in the room with me?+
Yes. Open the document and choose Sign in person next to their name. They sign on your device, and the certificate records that it was signed in person and who hosted it.
Do I have to use the AI?+
No. The editor, templates and sending work without it. The assistant and the ChatGPT and Claude connection are there when you want them.
What if we start using Salesforce?+
Connect it from Settings. Everything you've built stays, templates can then fill from Salesforce records, and your plan becomes the Salesforce plan. See pricing for the difference.