Unlimited signatures
Send as many documents and request as many signatures as a case needs, with no per-signature fee.
Funeral home e-signature software
Use your own document templates, map fields to case details, and add reusable custom text or date fields. Build the packet from the case, send it to the family, and let them sign from any device. Signed copies file back to the case automatically, with unlimited signatures and no per-signature fee.
Who it is for
- Firms that mail or hand-carry forms for wet signatures
- Arrangers who rebuild the same packet for every case
- Families who cannot come in to sign in person
- Owners tired of per-signature charges from e-sign vendors
What it replaces
- Printing, scanning, and faxing authorization forms
- Per-signature fees from standalone e-sign tools
- Hunting for a signed PDF in email threads
- Re-typing names and dates onto each blank form
How documents and e-signatures work
The packet is built from data already on the case, so you fill it once and send it in minutes.
- 01
Generate the packet
Pull authorizations, statements, and disclosures with the family and decedent details already filled in from the case.
- 02
Send for signature
Email the packet to one or several signers and mark who needs to sign which forms.
- 03
Family signs from any device
Signers open the link on a phone, tablet, or computer and sign without an account or app.
- 04
Signed copies file themselves
Completed documents store back on the case automatically, so the record is always current.
- 05
Retrieve anytime
Find any signed copy on the case later, and export your documents whenever you need them.
What you get
Sign from any device
Families sign on a phone, tablet, or computer with no software to install.
Packet generation
Assemble a full arrangement packet in one step instead of opening forms one at a time.
Your fields, filled from the case
Map names, dates, and decedent details to your templates. Add a custom text or date field when your firm needs a detail the standard case fields do not cover.
Stored on the case
Every signed copy lands back on the case record, filed with the rest of the file.
Multiple signers
Route the same packet to more than one family member when a form needs several signatures.
A sample case, from first call to the books
Every stage of a case is worked on one record, so nothing is typed twice between the person who takes the call and the person who closes the books.
6 steps 1 record
Every stage of a case in one file, so nothing falls between systems.
- First callThe caller, the decedent, and the next step, captured once.
- Arrangement fileServices, merchandise, and the statement, built on the case.
- DocumentsPackets generated from the case, signed remotely, and filed back on it.
- Family pageA secure page for status, forms, signatures, and payment.
- PaymentCard and ACH against a live case balance.
- The booksPosted to QuickBooks or the built-in ledger as payments clear.
Common questions
Can I customize the document fields for my funeral home?
Yes. Map template fields to existing case information or create a reusable custom text or date field. For example, if two documents use the same custom crematory permit field, the answer saved on the case can fill both. Review the mapping and prepared document before sending it for signature.
Is there a per-signature fee?
No. Signatures are unlimited and there is no per-signature charge, so the cost does not climb with a busy month.
Do families need an account to sign?
No. They open the link you send and sign from any device, with no app or login required.
Where do signed documents go?
Signed copies store on the case automatically, so the signed version always lives with the rest of the case file.
Can I export my documents?
Yes, anytime. Your signed documents and records are yours to export whenever you want.
See a packet signed start to finish
In 20 minutes we generate a packet, send it for signature, and show the signed copy filing back to the case.