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Digital Transactions

Draft to archive — one platform for the full agreement lifecycle

Compose, annotate, sign, collect payment, escrow release, and archive — without switching tools.

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app.touch2sign.com — Digital Transactions
Touch2Sign digital transaction workflow from draft to archive

The problem

Fragmented workflow

Draft in Word, sign in one app, pay in another, store in a fourth.

No single audit view

Compliance teams hunt across inboxes and folders.

Manual handoffs

Each step requires someone to remember the next action.

Features

AI draft

Generate agreements from prompts in Studio.

In-document payment

Stripe payment fields after signature.

Escrow release

Hold signed artifacts until authorized delivery.

Sentinel locker

Post-signature storage with AI risk classification.

Integrations

CRM connectors for HubSpot, Salesforce, and Microsoft 365.

Reports

Dashboard analytics and AI query over your portfolio.

Workflow

1

Create

Template, upload, or AI-generated document.

2

Configure

Fields, signers, payments, escrow rules.

3

Execute

Sign, witness, pay — in one guided flow.

4

Retain

Retention policies, exports, Sentinel archive.

FAQ

Does this replace my CRM?
No. Touch2Sign connects via HubSpot, Salesforce, and Microsoft 365 — use it as the signing and compliance layer alongside your CRM.
Can I automate sends from my CRM?
Yes. Use the HubSpot and Salesforce cards to send from deals and contacts without leaving your CRM.

Ready to transform how you sign?

Start free today or talk to our team about deed witnessing and enterprise rollout.

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