Organized document packets
Combine related documents in one packet so recipients can review and sign within a single workflow.
FOR SMALL SERVICE BUSINESSES
Document signing for service businesses.
Business in control.
Spend less time chasing signatures and keep document spending in view. Group your customer agreements into one packet, see the credit cost before sending, and track who still needs to sign.
PDF & Word filesMobile-friendly signing
Cancel before renewal. No automatic additional-credit purchases. Try packet preparation without a card. How we handle your data. Optional analytics stays off signing and account pages.
See an illustrative workflow
DocuPacketWORKFLOW EXAMPLE
YOUR PACKETIn progress
Client welcome packet
3 documents · 2 signers · One clear workflow
Service agreementPDF document
Welcome formWord → PDF
Project detailsPDF document
Client signatureAlex Morgan
SignedAM
Client signedNext up: your team
JTSignature progress, visible.Track each stage of the agreement.
A CONNECTED DOCUMENT WORKFLOW
Prepare
→Send
→Sign
→Complete
CONTROL THROUGHOUT THE WORKFLOW
Structure for your documents.
Clarity for your team.
Manage preparation, signer coordination, and follow-up in one workflow, with features matched to your plan.
Precise field preparation
Place and assign signature, date, text, and selection fields to the appropriate recipients.
Reusable document workflows
Use saved files and packet templates to standardize recurring document preparation.
Coordinated signing sequences
Invite signers simultaneously or establish a defined signing order for each packet.
Signing across devices
Recipients open their invitation and sign in a browser, on a computer, tablet or phone.
Visibility into progress
Monitor packet status, follow up with plan-supported reminders, and review account credit usage.
Feature availability varies by plan. Compare what’s included
PREPARE. COORDINATE. COMPLETE.
A defined process from preparation to completion.
See how documents move through each stage of the signing workflow.
ILLUSTRATIVE WORKFLOW
Arrange your documents
Service agreement.pdf
Welcome form.docx
Project details.pdf
Related documents, organized in one packet.
YOUR WORKSPACE, ORGANIZED
Find the document. Know the next step.
Find a recipient’s documents
Search by recipient name or email, then narrow the list to sent, completed, draft, expired or cancelled packets.
Give your files a home
Use personal folders for your work and Team folders organized by document type, client or project.
Keep team access intentional
Workspace administrators can access workspace documents and choose which members can open each Team folder.
See credits and membership together
Check available credits in Usage and review your membership, renewal information and payment history in Payments.
Get help without losing context
Submit a support request through Get Support. Keep the ticket number and reply to the support email while the ticket remains open.
Features and team seats vary by plan. Folder access stays within your organization.
BUILT AROUND BUSINESS OPERATIONS
Support the agreements
your business depends on.
Choose a workflow that fits how your team works, whether you send one agreement or repeat the same process every week.
Coordinate customer
agreements.
Bring service agreements, project details and welcome forms into the same packet.
Explore your optionsStandardize recurring
document workflows.
Use templates for recurring acknowledgments, internal forms and onboarding documents.
See the workflowConnect signing to
your operations.
Explore team seats, bulk sending, API access and embedded signing in eligible plans.
Discuss your requirementsSend your retainers
and contracts.
Sending a few contracts a month? Start with Individual, review the included credits and any extras, and choose a predictable cost for the work you actually send.
Explore IndividualBuilt for customer agreements and everyday business forms. Not for protected health information or workflows that require certifications we have not attained. Review the current scope.
WHAT MAKES DOCUPACKET DIFFERENT
Clear credit rules.
Informed spending decisions.
Review the exact credit usage before sending. One credit per packet. Unlimited files and pages on every plan, including Individual. Upload limits: 20 MB per file and 100 MB per packet. Sending holds the credits; they are consumed once at least one signer completes signing. Subscription fees are separate from packet-credit usage.
Unused included monthly credits on Standard, Standard Plus, and Pro roll over for 12 months from issuance. Individual’s included credits expire at the next monthly allocation. New credits do not extend older credits.
Understand packet credits- 01
Credits reserved at send
The packet’s credit cost is reserved when you send it.
- 02
Credits consumed at first signer completion
The held credits are consumed once at least one signer completes signing, even if other signers remain pending.
- 03
Unsigned packets: held credits returned
If nobody completes signing and the packet is voided or expires, held credits return. Returned credits retain their original expiration date; credits past that date expire when returned.
INFORMED BY OPERATIONAL EXPERIENCE
A business perspective
on document signing.
Docupacket was created to give teams greater clarity over document usage and spending. Ultimate Security and Safe is currently piloting the platform for customer quotes, service contracts, and engagement agreements.
TRANSPARENT PLANS AND PRICING
Choose the capabilities your business requires.
Compare published memberships, included credits and features.
Choose your plan, verify your email, and sign your filled agreement before completing payment setup.
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Membership prices and availability are checked before checkout.
Try packet preparation without an accountReview every plan detail. View full plans and pricing
Are electronic signatures legally valid, and what does the audit trail show?
U.S. law generally does not deny a signature legal effect solely because it is electronic. Validity still depends on the document, consent and applicable rules; an audit trail is evidence of activity, not a guarantee of enforceability. Docupacket records document activity for review. Read our security page for controls and limitations, and confirm requirements for your documents. Security and audit information. U.S. electronic-signature law.
Can I move my existing signing workflow to Docupacket?
Upload your source PDFs, or supported Word files when included in your plan, then mark where they sign and assign recipients. Existing provider templates, field assignments and signing history do not import automatically. Rebuild those templates, try a fictional packet, and keep your original signed files and audit records.
Is a membership right for a few contracts a month?
Compare the full membership plus any additional credits with what you actually send. A membership can suit recurring work when its included credits and features fit; pay-per-document or a free allowance elsewhere may cost less for occasional sends. Use the cost example before choosing.
Can I bank unused credits?
Unused included monthly credits on Standard, Standard Plus, and Pro roll over for 12 months from issuance. New credits do not restart the clock on older credits. The Individual plan is the exception: its included credits expire at the next monthly allocation. Purchased extra credits and complimentary credits last 12 months, including on Individual. Existing grandfathered terms are honored.
What is a packet?
A packet is a group of documents sent together for signatures. It can contain multiple files and multiple signers. One credit per packet. Unlimited files and pages on every plan, including Individual. Upload limits: 20 MB per file and 100 MB per packet.
Do recipients need a DocuPacket account?
No. Recipients use the signing link in their invitation to open the packet, complete their assigned fields and sign. They do not need to buy a subscription.
Can I upload Word documents?
Yes, when Word uploads are included in your plan. DocuPacket converts supported Word files to PDF. Review the converted pages before placing fields and sending.
How do packet credits work?
Docupacket displays credit usage before sending. One credit per packet. Unlimited files and pages on every plan, including Individual. Upload limits: 20 MB per file and 100 MB per packet. Sending holds those credits; they are consumed once at least one signer completes signing. If nobody completes signing and the packet is voided or expires, held credits return, subject to their original expiration date. Credits past that date expire when returned. Additional credits are never purchased automatically.
Can I send the same document to a list of people?
Plans with templates and bulk sending let you create a separate packet for each recipient. Review the recipient list and total credit cost before sending.
Are all features included in every plan?
No. Each published plan lists its included features, credits, team seats and document limits. Review those details before choosing a plan, or contact sales if you need a different fit.
DOCUMENTS TOGETHER. BUSINESS FORWARD.