How clients sign, and the audit trail

Your client receives a branded email with a secure link. The page shows the full agreement, your logo and colors, and the itemized services and pricing. They sign by typing their legal name; no account, no app, no login.

The audit trail

At the moment of signing, HoundBell captures the signerโ€™s name, the exact time, the IP address, and the device, and attaches all of it to the locked, permanent record. A signed agreement cannot be edited afterwards; duplicate it instead if the scope changes.

After the signature

You are notified the moment it is signed, and the agreement appears on the lead card with its services and totals. One click on Send invoice turns the signed agreement into an invoice carrying the same services and prices, item for item. Signed agreements can also appear on customer statements.

Still stuck?

Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.

Email support@houndbell.com