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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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PDF signing & field placement

Send a PDF with clear places to sign.

Upload an agreement or design PDF, assign recipients and place signature, name, date and other supported fields. Adjust field placement and appearance before requesting completion.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Design approval.pdf

CP COMPANY PILOT

Design approval.pdf

Scope of work

Signature fieldNamed recipient · date field
SignatureClient field
Printed nameResizable field
Field appearanceReview layout
Illustrative workspace · sample data

How it works

  1. 01

    Bring in the PDF

    Upload the agreement or design and identify the people who need to complete it.

  2. 02

    Place the required fields

    Assign signature, printed name, date and other supported fields to the appropriate recipients. Adjust their positions and appearance.

  3. 03

    Request completion

    Recipients review and complete their assigned fields. Keep the resulting document and signing record with the project.

HOW IT CONNECTS

Contracts & e-signatures

Employee onboarding, client approvals and subcontractor agreements can start from the same company document library.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.