Built for Teams That Don't Have Time for Delays

Trusted by growing businesses and teams that handle approvals, agreements, and operational documents every day.

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What Financial Teams Need Most?

01

Faster Customer Onboarding

Reduce delays caused by manual paperwork during onboarding, KYC collection and approval workflows.

02

Better Coordination Across Teams

Keep operations, compliance, relationship managers and customers aligned without repeated document follow-ups.

03

Easier Customer Approvals

Customers can securely review and sign forms from any device without visiting branches or handling physical paperwork.

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Built for Financial Teams to Manage Daily Documents

  • Customer onboarding and KYC workflows
  • Internal approvals and compliance reviews
  • Loan and account-related documentation
  • Real-time tracking for pending approvals
  • Audit trails for operational workflows
  • Organized storage for financial records
built-for-financial-teams
eSignature SoftwarePowerful Tools, Simple Interface

Everything Financial Teams Need to Handle Daily Documentation

Handle onboarding, approvals, compliance workflows and financial documentation digitally from one organized platform.

01

Lease Renewals & Amendments

Use eSignatures to review lease updates and collect approvals faster. Final execution may require stamp duty, DSC, or registration.

02

Property Inspections & Reports

Share, review, and acknowledge inspection reports digitally with eSignatures to reduce paperwork and improve team coordination.

03

Mortgage Applications & Approvals

Use eSignatures to organize mortgage-related documentation. Final execution requirements may vary depending on lenders and regulations.

04

Property Management Agreements

Manage operational agreements, approvals, and property documentation digitally. Certain agreements may require additional execution requirements.

05

Construction Contracts & Change Orders

Coordinate project documentation, revisions, and approvals efficiently. Final execution requirements may vary by project and jurisdiction.

06

Rental Notices & Communications

Send rental notices, operational updates, and maintenance communications securely with eSignatures to reduce paperwork delays.

07

Listing Agreements & Approvals

Review and approve listing agreements, commission documents, and marketing approvals digitally to improve coordination.

08

Property Disclosures & Declarations

Collect disclosures, acknowledgments, and supporting documentation digitally to improve visibility and record management.

09

Tenant Forms & Screening

Digitize tenant applications, onboarding forms, and screening documentation to simplify reviews and reduce processing delays.

 Review Financial Documents Faster with AI

Review Financial Documents Faster with AI

EazeeSign AI assistance helps financial teams review operational documents faster and keep approvals organized across departments.

  • Summarize onboarding, compliance and financial documents faster
  • Extract approval details, dates and important clauses
  • Identify missing information before operational approvals
  • Generate notices, forms and workflow drafts faster

You don’t just manage paperwork faster. You review documents with better visibility.

Secure Signing for Financial Workflows

Electronic signatures are widely used for operational approvals, onboarding documentation, consent forms and internal financial workflows.

Compliance & Security Certifications

IT Act, 2000 Compliant

SOC 2 Compliant ISO 27017 Certified ISO 27018 Certified ISO 27701 Certified

Secure Document Handling

  • img Financial document workflow management
  • img Complete audit trails for every action
  • img Verified signer activity tracking
  • img Organized digital record storage
  • img Tamper-evident document records

Pricing That Works for Financial Teams

Flexible plans designed for onboarding workflows, operational approvals and everyday financial documentation.

Monthly Yearly Save upto 41%
Free

 

₹0

Single User
Get started
Standard

save ₹3000 with yearly plan

₹600

/User/Month
Get started
Best Selling
Business Pro

save ₹4200 with yearly plan

₹1,000

/User/Month
Get started
Enhanced plans

 

Let's Talk

Contact Sales
eSignatureSoftware Reviews

Client Testimonials

"Loan documentation earlier involved multiple follow-ups and manual approvals. With EazeeSign eSignature, customers complete documentation much faster, which helps us reduce delays during processing."

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Rakesh Mehta

Financial Operations Manager

"KYC forms and customer agreements used to arrive from different channels, which made onboarding difficult to manage. Now everything moves through one organized workflow."

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Sneha Verma

Client Relationship Manager

"Approvals usually involve operations, compliance teams, relationship managers and customers together. Tracking pending documents earlier was difficult. Now we can monitor everything from one place."

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Ankit Sharma

Transaction Operations Manager

"Finding signed agreements later used to take a lot of time because files were stored in multiple systems. With EazeeSign, everything stays searchable and organized."

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Priya Nair

Documentation & Compliance Manager

Financial Workflows Move Faster When Documents Stay Organized

Handle onboarding, approvals and operational paperwork without delays caused by manual coordination.

No credit card required

Quick onboarding setup

7 days free trial

Cancel anytime

FAQs

eSign Software FAQs

Contact us
  • 01.
    Can customers sign documents remotely?
    Yes. Customers can securely review and sign onboarding forms, operational agreements and workflow documents from any device.
  • 02.
    Are eSignatures valid for financial workflows in India?
    Yes. Electronic signatures are legally recognized under the IT Act, 2000 and are widely used for operational and administrative financial documentation.
  • 03.
    Can multiple teams access the same documents?
    Yes. Operations, compliance, relationship managers and internal teams can coordinate documentation from one centralized workflow.
  • 04.
    What financial documents can be managed with eSignatures?
    Teams can manage onboarding forms, consent documents, operational approvals, customer declarations and internal workflow documentation.
  • 05.
    Can I track pending approvals and document activity?
    Yes. Teams can monitor viewed, signed and pending documents in real time and send reminders for incomplete approvals.
  • 06.
    Is it secure for handling financial documentation?
    Yes. EazeeSign supports secure document handling with audit trails, signer tracking and organized digital storage.
  • 07.
    Do some financial documents still require additional verification or DSC?
    Yes. Certain regulated agreements, institutional documents, or compliance-related workflows may require DSC, additional verification, or physical approval processes.
  • 08.
    Can financial teams organize operational records from one place?
    Yes. Teams can securely manage onboarding forms, approvals, operational documents and customer workflows from one organized platform.
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