How to purchase a plan in

Updated on February 16, 2021 03:14AM by Admin

Apptivo integrates with to offer a secured online signing process within your account. By integrating your account with, you can effortlessly send the contracts, estimates, or work orders for signature. Moreover, you can also avail the in-person signing facility to get the documents signed instantly right from where you are.

Let’s go through the steps to purchase a plan in

Steps to purchase a plan in

  • Log into your Apptivo account and select Manage Your Account from the User Menu.
Home Page

  • In the Manage Your Account page, select Services → eSignature from the left panel.
  • The eSignature page will come into view. Here, you can oversee your Account Details if the integration is already complete. Prior to purchasing a plan, your account will be in the trial plan.
  • To purchase a plan, select the Manage Billing button located at the top right corner.
Manage Your Account

  • You will be redirected to the Billing page of your account. Here, select Upgrade From Trial to purchase a new plan.
Billing Page

  • Purchasing a plan in is a simple 3 step process. Initially, choose the desired plan for your account.
  • You can go for monthly or annual billing plans depending on your business purpose.
  • Please note the number of documents that can be signed changes depending on the plans.
Step 1

  • The next step is to feed in your billing address information followed by entering the card details.
  • On clicking Pay Now, your payment will be processed and you will also be notified of the same.
Step 2

  • Now, refresh your eSignature page in your Apptivo account to view the updated plan information.
  • Right from this page, you can track the document usage for a selected plan.

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