Envelope builder plus templates
Build reusable signing flows with documents, recipients, roles, and field placement instead of starting from scratch on every agreement.
Product · Document signing
Document signing that stays attached to the customer record.
Upload PDFs, place fields visually, choose recipients from CRM contacts or ad-hoc email addresses, and send contracts through the same system that already manages your deals, invoices, portal access, and audit history.
30 days free No credit card required Cancel anytime
Master Services Agreement
Signature Avery Stone
Date Apr 14, 2026
Counter-signed · attached to deal
What it does
Signing that stays inside the customer workflow.
Recipient roles and routing
Send to signers, viewers, approvers, and CC recipients with either parallel or sequential routing depending on how the agreement should move.
Controlled recipient access
Recipients can sign through magic links, optional access codes, and the ESIGN/UETA consent flow built into the signing experience.
Certificate and audit trail
Completed envelopes include append-only audit events and a generated completion certificate tied to the final signed artifact.
Builder
Place fields on PDFs with the controls teams actually need.
Cornerspot treats signing as a structured product surface, not just a file send. Build envelopes around one or more PDFs, assign recipients, and place the fields that belong on the document before it ever leaves your workspace.
- Upload one or more PDFs into the same signing envelope
- Place signature, initials, date, text, checkbox, and radio fields visually
- Assign fields to recipients with signer, viewer, approver, and CC roles
- Mobile-first signing experience lives at a dedicated signing route instead of inside the dashboard chrome
Master Services Agreement
Signature Avery Stone
Date Apr 14, 2026
Counter-signed · attached to deal
Routing and access
Send documents with simple, controlled access.
Recipients move through the envelope with the level of control you need: parallel or sequential routing, one-time magic-link access, optional access codes, and a consent step before anyone signs.
- Parallel and sequential routing are supported per envelope
- Magic links are the primary signer access path
- Optional access codes add another layer of recipient verification
- ESIGN and UETA consent is part of the signing flow, not an afterthought
Aportal.avery.co Sam
Outstanding
$0.00
All paid Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
Templates and records
Reusable templates with a durable audit record.
Save successful envelope structures as templates, reuse them for future sends, and keep the final signed PDF plus the certificate and event history tied to the same business relationship.
- Save envelope structures as reusable templates for repeatable agreements
- Choose recipients from CRM contacts or enter ad-hoc recipients when needed
- Append-only audit events record views, sends, signatures, declines, and completion
- Completion certificates include timeline and signer evidence details for the final artifact
Pipeline · Q4
Search deals
New 1
Avery & Co. retainer
Qualified 2
Riverbend rebrand
Goldenrod website
Proposal 1
Northwind quarterly
Won 1
Brightleaf annual
The integration story
Documents that do not get orphaned after signature.
Cornerspot signing is useful because the final agreement lives beside the same customer, billing, portal, and sales history that produced it in the first place.
Signing ↔ CRM
Recipients can be selected from the same contacts your team already manages, so the signed document stays tied to the right customer record.
Signing ↔ Portal
Portal users can access envelopes through the same customer-facing experience instead of creating another separate login flow.
Signing ↔ Billing
The agreement, the invoice, and the subscription can all live under the same account history when work moves from contract to payment.
Signing ↔ Forms
Intake information can establish the customer relationship first, then the document flow can pick up from the same account context.
Signing ↔ Live chat
Questions about a contract can happen with the same customer record and workflow context still available to the team.
Why teams switch
“We wanted contracts to stop disappearing into inboxes and shared drives. Cornerspot made signing feel like part of the account history instead of another place to go hunting later.”
Common questions
Signing questions, answered.
Still curious? Email hello@cornerspot.com — a real person reads these.
What field types are supported today?
Cornerspot supports signature, initials, date signed, text, checkbox, and radio fields in the current signing surface.
Can I save reusable document setups as templates?
Yes. Templates are first-class records, so you can save an envelope structure and reuse it for future sends.
How do recipients access the document?
Recipients primarily use magic links, and you can enable optional access codes. Portal-user access is also valid when the envelope is available there.
Do completed envelopes include an audit trail?
Yes. Signing records append audit events through the lifecycle and generates a completion certificate for completed envelopes.
Can I buy Document signing on its own?
Yes. Document signing can be used standalone, but it becomes more useful when customer, billing, and portal data are in the same platform.
Send the document. Keep the signed record where the work already lives.
30 days free •No credit card required •Cancel anytime