Three versions of the scope are attached to one thread.
Each document ends with exactly one final PDF, fingerprinted with SHA-256 at completion.
Creative, media, and digital teams
Scope to the client. Contract to the freelancer. Both come back signed.
Two documents, two signing links, one place to watch them. Each one returns a signed PDF and a timestamped signer record tied to its secure link, instead of a thread carrying three versions of the same attachment.
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What you send
The paperwork behind one campaign
Agency paperwork is not one big contract. It is a lot of small ones, repeated per client.
Retainer or master agreement
The annual document each client signs once. Upload it as a reusable template, and the next client’s copy starts with the same fields and roles.
Campaign scope
The one that changes. Signature and date at the end, initials on the deliverables page when the client wants them.
Estimate approval
One signature and a checkbox, sent before the media is booked.
Freelancer and subcontractor agreements
Sent per person from saved contacts, so a new freelancer is not a new document build.
Change request and addendum
A short PDF raised against a campaign that has already started.
Usage and asset release
Checkbox and printed-name fields where someone has to confirm rights before the work is published.
Before OfferFlow
Why an approval thread stops working at three clients
One agreement is easy to chase. Twenty across a client roster is somebody’s afternoon.
The person who approves is not the person who signs.
Fields are assigned per signer. Each recipient gets their own link and sees only the fields addressed to them.
A freelancer’s invite goes to a mistyped address and you find out a week later.
A hard bounce is flagged against that signer. Correct the address and resend without rebuilding the document.
You are the only person who knows what is outstanding.
Everything sent with a signature outstanding collects in one inbox, each document showing which signers have not signed yet.
In OfferFlow
How a campaign scope gets approved
The same three steps for one client or the whole roster.
Build it from an uploaded template
An uploaded template carries its fields and signer roles. The next scope starts as that document, not as a copy somebody edited by hand.
Send each approver their own link
Send each approver a separate link at the same time and track who is still holding up the scope from the inbox.
Chase from the inbox, not from your sent folder
Send a reminder to whoever is holding it up, correct a bounced address, or void a document the client has already replaced.
Proof and evidence
What the executed scope looks like six months later
The point of the record is the day somebody asks about a campaign nobody currently remembers.
The signed PDF, with each signature, initial and checkbox stamped into the page itself.
A Certificate of Completion for each one, listing recorded events with timestamps, actor context and request information where captured.
Both files stay downloadable from the dashboard, and OfferFlow sends completion emails with time-limited download links.
The same trail readable inside the app, reached from that document’s actions in the dashboard.
What this is not
OfferFlow produces standard electronic signatures. Attribution rests on control of the email address the link was sent to. There is no identity-document check, no one-time passcode, and no qualified or PKI-backed signature. For routine client work that is the ordinary standard; for anything beyond it, this is not the right tool.
Other use cases
See all four use casesThe same workflow, different paperwork
Three more audiences sending a short list of documents that each need a record afterwards.
Consultants
Keep proposals, scopes of work, MSAs, and renewals moving without turning contract signing into a side project.
Real estate professionals
Send mandates, lease paperwork, and offer-and-acceptance documents to counterparties who are usually reading them on a phone.
Service businesses
Handle onboarding packs, work authorizations, service agreements, and approval forms without a printer or a scanner in the loop.