Peak Sign / For sales teams
Agreed verbally is not signed.Peak Sign closes the gap.
Deals get lost between the yes and the signature: the contract sits with purchasing, nobody knows who is still missing. Peak Sign shows the status in plain language, reminds in moderation and hands over to Peak Work after closing.
Put the goal into words. Add perspectives and timing right below.
Fictional sample deal · nothing is sent.
Deal / Signature / Start
One status for both sides.
- Seller
- Sees who opened, asked or signed, and why it isn't done yet.
- Buyer
- Reads without an account, requests changes and downloads the PDF.
- Bắt đầu
- After countersigning, follow-up tasks are in Peak Work.
Your deal in the example
Deal, signers, first step.
Describe the deal, who has to sign and what happens next. The preview shows the closing path and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One close.
Draft · not yet put together
- Deal
- Still open
- Signature
- Still open
- Bắt đầu
- Still open
From deal to start
The contract is part of the deal, not an attachment.
In Peak One the parties are the same companies and people as in your CRM. The contract belongs to the deal, not to an inbox.
- 01Prepare
Ready to send.
SellerSees who opened, asked or signed, and why it isn't done yet.
Peak Sign checks whether parties, signers and terms are complete and suggests a signing order. An owner or admin approves protected clauses before sending.
Deal → contract with checks - 02Đóng
Know why it's still taking time.
BuyerReads without an account, requests changes and downloads the PDF.
The status shows who is missing. Reminders go out at most three times and never while a change request is open.
Status → Why not signed yet? - 03Hand over
The start is confirmed.
Bắt đầuAfter countersigning, follow-up tasks are in Peak Work.
After countersigning, follow-up tasks are created in Peak Work. In the example this becomes a handover note.
Sample artifact → handover note
From the example to a real close
Send the next contract from Peak Sign.
Upload the contract of your next deal or use a template. Peak Sign shows what is missing, suggests the order and keeps you informed with a clear status.
Start with Peak SignPeak Sign / Your next step
No deal ends in an open PDF.
Try the closing path on your example. Then send the next real contract from Peak Sign.
Test the sales flow
From a verbal yes to a confirmed start.
After countersigning, follow-up tasks are in Peak Work.
Frequently asked questions
Can I send many agreements at once?
Bulk send is not available yet.
Is there an API for our sales system?
Not yet. An API for Peak Sign is not available today.
Does the signature trigger invoice and payment?
No. The path from close to invoice and payment is not automated.