Upload a document, pick your signers, and send. Recipients see your firm’s name — not a generic e-sign service. Signed copies file back to the claim automatically.
Stop paying for a standalone e-sign tool
Most PAs upload a document to DocuSign, email a link, then re-download the signed copy to file it on the claim. That’s three steps too many. AdjustCRM handles the whole loop.
Every signature email comes from your firm. Set up a sender identity once, and recipients see "Acme Public Adjusting" in their inbox — not a generic e-sign service.
Pick any document on a claim, choose signers, and click Send. No switching to a separate tool, no re-uploading files.
When the signer completes, the signed PDF is stored back on the claim and the original is replaced. Your audit trail stays clean.
See when your document was sent, viewed, signed, and completed — all inside the claim timeline. No logging into another dashboard.
Generate a proof-of-loss or demand letter from a template, then send it for signature in one flow. Merge fields populate automatically from the claim.
No monthly minimum, no per-seat charge. You only pay when you actually send a document for signature. Drafts that never get sent cost nothing.
E-Signature is a pay-as-you-go add-on inside AdjustCRM. No separate vendor account, no monthly minimum. Enable it from the Billing page, set up your sender identity once, and you’re sending documents for signature in minutes.