Peak Sign / For service providers
Between proposal and projectnothing gets lost anymore.
As a service provider you sell time and skill. Peak Sign connects the proposal with the contract, collects the signature and then creates the first tasks in Peak Work. Try the flow on a sample client.
Put the goal into words. Add perspectives and timing right below.
Fictional sample client · nothing is sent.
Proposal / Contract / Project start
Four steps, one flow.
- Proposal → contract
- Scope and terms land in the service agreement.
- Signature
- The client signs via a link, you countersign in Peak One.
- Project start
- Follow-up tasks in Peak Work, deadlines in view.
Your client start in the example
Service, contract, first step.
Describe your service, the matching contract and the first project step. The preview assembles a flow from it and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One client start.
Draft · not yet put together
- Proposal
- Still open
- Contract
- Still open
- Project start
- Still open
From proposal to project
One client process instead of five tools.
Contract, signature and first tasks stay in the same Peak One. The client is the same company you already know.
- 01Prepare
The contract from the template.
Proposal → contractScope and terms land in the service agreement.
You start from the service agreement template or upload your own contract. Peak Sign recognises parties, terms and obligations and shows what is still missing before sending.
Proposal → contract ready to send - 02Sign
The client needs no account.
SignatureThe client signs via a link, you countersign in Peak One.
They receive a personal link, read, request a change if needed and sign. The sent version is frozen.
Link → signature with record - 03开始
The project starts in order.
Project startFollow-up tasks in Peak Work, deadlines in view.
After completion, Peak Sign creates follow-up tasks in Peak Work. In the example this becomes a start note.
Sample artifact → project start note
From the example to the first client
Start with the service agreement template.
In Peak Sign you open the built-in service agreement template, adapt it to your client and send it for signature. After completion, the follow-up tasks are in Peak Work.
Start with Peak SignPeak Sign / Your next step
The client's yes is the project start.
Try the flow on your sample client. Then send your first real contract.
Test the service provider flow
The client says yes. The project begins.
Follow-up tasks in Peak Work, deadlines in view.
Frequently asked questions
Are the templates legally reviewed?
Templates are starting points, not legal advice. Have important contracts reviewed by a professional.
Does Peak Sign create the invoice afterwards?
No. Invoice and payment do not run automatically from the signature today.
Do I see all open agreements in one place?
Yes. The overview shows every agreement with its status and next step.