Set up the engagement pack
Add the engagement letter and authority forms to a template, with a role for each person who signs.
From engagement to sign-off, without the chasing.
Send engagement letters, authorities and annual accounts for signature in minutes - with automatic reminders and a tamper-evident audit trail on every client file.
Built for the yearly cycle.
Set the paperwork up once and send it to every client, every year.
Engagement packs on repeat. Set up engagement letters and authority forms once as templates, then send them to every client at the start of the year.
Every director in order. Route accounts and resolutions to directors, shareholders and trustees in the sequence you set, or let them all sign at once.
Audit-ready client files. Each signed document comes back sealed with a full trail - ready to file against the client record.
One template, the whole client list. Bulk send one template to many clients at once. Each client gets their own copy to sign.
Reminders that send themselves. Schedule a pack to go out on the day you choose, and let automatic reminders follow up with clients who have not signed.
See who is holding things up. Track every package from sent to signed, so you know which client or director still has a signature outstanding.
Easy for clients to say yes
Clients sign from a link on their phone or computer, with no account to create. For the ones who would rather sign in the meeting, hand them a tablet.
Year end without the follow-up list
Reminders go out on their own and every package shows where it is up to. Your team spends the busy season on the accounts, not on chasing signatures.
How it works. From engagement pack to signed client file in three steps.
01
02
Send it to the client
Send to one client or bulk send to the whole list. Each signer gets a link and reminders follow until they sign.
03
File the sealed copy
Everyone receives the completed PDF, sealed with its timestamped audit trail and ready for the client file.
Connect to the systems you already use.
Your systems call the Flowsign REST API, a workflow sends the package, recipients are notified and sign, and webhooks post each event back to your systems and to tools such as Power Automate, Zapier, Make and n8n.
KarbonVia Zapier
FYIVia Zapier
IgnitionVia Zapier
XeroVia Zapier
MYOBVia API
QuickBooks OnlineVia Zapier
Reckon OneVia Zapier
Watch how it works
All videos- Coming soon
Building a template
Upload a document, add roles and fields, and save it to reuse.
Read the guide 
1:55Sending in bulk
Send one template to a list of recipients, one package each.
0:56Tracking a package
Read the status ring, recipients and history, and send a reminder.
Frequently asked questions
Yes, in most cases. Part 4 of the Contract and Commercial Law Act 2017 lets a legal requirement for a signature be met electronically when the signature identifies the signer, shows their approval and is reliable enough for the purpose. A small number of documents are excluded, including wills, affidavits and powers of attorney. Read our guide to e-signature law in New Zealand.
No. Each signer gets an email with a private link, opens it on a phone, tablet or computer and signs in the browser. There is nothing to install and no account to create.
Yes. Turn on signing order when you add recipients and each person is emailed when it is their turn. Everyone receives the completed copy once the last person has signed.
Yes. Automatic reminders and scheduled sending are included on the Solo plan and above. Compare plans.
More industries
Retail. Supplier & staff agreements.
Flowsign for retailReal estate. Tenancies & sale agreements.
Flowsign for real estateConstruction. Subbie agreements & inductions.
Flowsign for construction