# E-signature and contract management

> Your contracts start from your templates, are signed on a phone through a unique link, countersigned in one click and filed with their evidence, with no fee per envelope.

Page: https://www.visiona.ca/en/solutions/e-signature-contracts  
Français: https://www.visiona.ca/solutions/signature-electronique.md

**Who it is for**: Management, sales and administration teams that sign contracts every week

See the demo: https://www.visiona.ca/solutions/signature-electronique/demo (Demo on fictional data.)

## The problem

Contracts are drafted in Word, sent as PDFs, come back hand-signed or through a pay-per-envelope service, and get lost in email.

- Versions circulating without knowing which one is signed
- Fees per envelope and per user
- Missed renewal dates

## What changes

Every contract starts from the right template, is signed in a minute and lands in the customer's file, with its evidence.

- Signed the same day, on a phone
- One version, sealed when sent
- Renewal dates reminded in time

## How it works

- The contract is filled from your templates and the customer's data
- It goes out through a unique, expiring link; the document is sealed
- The signer is recognised by their account or a code sent to their email
- You countersign; the signed copy is sent and filed, with its evidence

## Anonymised use case: A services company, 40 contracts and amendments a month

Service contracts and their amendments are drafted in Word, sent as PDFs, hand-signed, scanned and filed in shared folders; some go through a pay-per-envelope signing service.

| Per transaction | Before | With the brain |
|---|---|---|
| Prepare a contract | 30 min | 3 min |
| Get the signature | 4 days | same day |
| File the signed copy | 10 min | automatic |
| 40 contracts a month | 27 h | 2 h |

### Mistakes the rules avoid

- The right template by customer type and language
- Amounts and dates read from the customer's file, never retyped
- Document sealed when sent: no version circulates
- Renewal date reminded 60 days ahead

### Exchanges avoided

- The "have you signed?" email and phone reminders
- PDF back-and-forth for a correction
- Searching for the signed version when a dispute comes up

About 25 hours a month given back to administration, and no fee per envelope.

*Estimates from our projects, for one complete operation; your volumes change the total.*

## Custom built, from a proven base

This is not off-the-shelf software. The solution has already been built and run in production; your project starts from that code, then everything is fitted to your team:

- **Your integrations** built for your systems, through their API, not a generic connector.
- **Your data sources** your email, your ERP, your Excel files, as they are today.
- **Your rules** written in code with your team, then checked on last month's data.
- **Your interface** the screens, approvals and alerts your team needs, nothing more.

Starting from a proven base means a first result on your own data in the first week.

## What the solution includes

- Templates for contracts, agreements and purchase orders, in French and English
- A unique, expiring signing link, limited to one document
- Signer recognised by their Microsoft account or a one-time code
- Evidence kept: the document's fingerprint, date, device, how the signer was recognised
- One-click countersignature; the signed copy sent and filed
- Tracking: sent, opened, signed; reminders at the right time
- Renewal dates reminded

## Systems already integrated, for example

- Email: Microsoft 365 and Outlook, Google Workspace
- Identity: Microsoft Entra (your staff), an emailed code (your customers)
- Your ERP or CRM for customer data and the order
- Documents: sealed PDFs, filed in the application or SharePoint

Each integration is built for your systems. Yours isn't listed? We integrate it through its API.

## Your first three sprints

1. **Connect** Your sources are connected and a first version runs on your real data.
2. **Rules** Your rules run on last month's data and are compared with what the team did by hand; every gap is explained.
3. **Release** One team uses it first, with every decision tracked, then we widen.

## Price

**$1,500 CAD** per sprint, one week. One sprint = one usable feature.

- **Fixed price, known upfront** No hourly rate, no overruns.
- **Sprints on demand** Stop before the next invoicing cycle, no penalty.
- **You keep everything** Every feature delivered is yours, even if you stop.

## Our commitments

- **Working code every week** Every sprint ships something your team uses.
- **You own everything** The code, the database, the servers. No licence.
- **Rules you can check** Your rules written in code, every decision logged.
- **Fixed price, stop anytime** One feature a week, no long-term contract.

## Frequently asked questions

### Is an electronic signature valid in Quebec?

Yes, when you can show who signed what, and when. The solution follows the principles of Quebec's Act to establish a legal framework for information technology: a sealed document, a recognised signer, evidence kept.

### Does the signer need an account?

No. They receive a link, read the document, confirm their identity with a code sent to their email, and sign on their phone.

### How much does each envelope cost?

Nothing. The code is yours and runs on your infrastructure: no fee per envelope or per user.

### Can a document be changed after it is sent?

No. It is sealed when sent; a change creates a new version, and the old link stops working.

### Who owns the code?

You do. The code, the database and the servers are in your name from the first sprint. No licence, no per-user fee.

### Do we have to change our ERP or accounting software?

No. We work around your systems. If there is no accounting software yet, QuickBooks or Zoho Books is enough as the ledger.

### What happens if we stop?

Nothing breaks. You keep the code, the data and the documentation; another team can take over.

## Discovery questionnaire

Two questions to prepare our first conversation. One minute. https://www.visiona.ca/en/solutions/e-signature-contracts#questionnaire

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- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices.md)
- [Technician dispatch](https://www.visiona.ca/en/solutions/technician-dispatch.md)
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes.md)
- [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation.md)
