Question 1

Is the eSignature legally binding?

Accepted Answer

Yes. PrimeBase eSignatures meet the requirements of major electronic signature regulations including eIDAS (EU) and ESIGN/UETA (US). Every signature is timestamped, IP-logged, and permanently attached to a tamper-evident audit trail. Download a signed copy as a certified PDF any time.

Question 2

Can I use templates for common documents?

Accepted Answer

Yes. Save any document as a template — NDA, service agreement, statement of work, whatever you need. Add variables like {{CustomerName}} and {{StartDate}} that auto-fill from the CRM record when you use the template. No editing placeholders by hand each time.

Question 3

Can multiple people sign the same document?

Accepted Answer

Yes. Add as many signers as you need and set the order. Each person is notified by email when it's their turn. You can mix internal signers (your team) and external signers (clients). The document only moves to the next signer once the previous step is complete.

Question 4

Does the client need a DocuSign account to sign?

Accepted Answer

No. Clients sign directly from their PrimeBase portal or from a secure link you send them. No account creation, no app download. They review the document in their browser, type or draw their signature, and confirm.

Question 5

What's in the audit trail?

Accepted Answer

Every action is logged: document created, sent, opened, signed — with the name of who did it, the exact timestamp (UTC), and their IP address. The audit trail is tamper-evident and permanently attached to the document. You can download it as a standalone PDF alongside the signed document.

Question 6

Can signing a contract automatically trigger a project?

Accepted Answer

Yes. Connect your document to a deal in the CRM, and when the contract is signed, a project can open automatically — linked to the customer and the deal. The work starts the moment the paperwork is done, with no manual step in between.

Question 7

Is PrimeBase a DocuSign alternative?

Accepted Answer

Yes. PrimeBase's eSignature is built into every plan — no separate subscription, no per-envelope pricing. Documents are drafted, sent, signed, and stored on the customer record. Signatures are timestamped, IP-logged, and tamper-evident. For most small businesses replacing DocuSign with PrimeBase eliminates a $40-$50 per user monthly cost while connecting documents directly to deals, projects, and invoices.

Question 8

Is electronic signature legally binding?

Accepted Answer

Yes. PrimeBase eSignatures meet the requirements of major electronic signature regulations including eIDAS (EU) and ESIGN/UETA (US). Every signature is timestamped, IP-logged, and permanently attached to a tamper-evident audit trail. You can download a certified PDF of any signed document.

Question 9

What's the difference between PrimeBase Documents and a tool like Google Docs?

Accepted Answer

Google Docs is a writing tool. PrimeBase Smart Documents is a workflow tool. Documents are linked to specific customers and projects, support templates with auto-filled variables (customer name, deal value, dates), include multi-signer eSignature workflows with audit trails, and trigger downstream actions on signing — like opening a project or generating an invoice. You wouldn't use Google Docs to manage a contract lifecycle.

Draft, send, sign, track. No DocuSign tab.

The contract is in Drive. The signature is in DocuSign. Your CRM has neither.

Build it, sign it, track it. One tool, one record.

A real editor. Blocks, tables, signatures.

Templates with variables. Fill once, reuse forever.

Multiple signers. Everyone notified at once.

Expiry dates and auto-reminders.

Full audit trail. Legally defensible.

Every block type you need.

Variables from the CRM. Zero re-entry.

Clients sign from their portal. No DocuSign account needed.

Every action logged. Every signature timestamped.

From estimate to signed contract to live project.

A DocuSign alternative for teams that already have a CRM.

What people ask before they switch.

Stop chasing signatures. Start closing deals.