All Features at a Glance – Manage Proposals, Payments & Analytics
Streamline your workflow from sending proposals to collecting payments. Track client engagement, manage multi-signer approvals, and gain actionable insights — all in one secure platform that turns approvals into revenue.
Secured Electronic Signature
Sign with confidence. Every signature on CheezySign is secured with real-time signing verification, tamper-resistant timestamped records, and a full audit trail — giving you and your clients a clear, professional record of every agreement. Built exclusively for U.S.-based businesses, CheezySign is designed for full ESIGN Act compliance and is generally accepted for U.S. business agreements. Your quotes, contracts, and business agreements are backed by a system built to support contract enforceability under U.S. law. Secured, not certified. Honest, professional, and built for real American business. CheezySign is intended solely for use by U.S.-based businesses. This service is not available outside the United States.
Enterprise-Grade Security
Your documents deserve serious protection. CheezySign runs on a dedicated private server with full SSL encryption, an advanced Web Application Firewall (WAF), and AES-256 encryption for all data at rest and in transit. Automated daily backups ensure your data is never lost, while bot blocking and rate limiting prevent unauthorized access attempts. Every document, signature, and client record is protected end-to-end — from the moment you create a proposal to the moment it's signed and stored.
Password-Protected Documents
Not every proposal should be open to the world. With CheezySign, you can add recipient-level password protection to any document before sending — ensuring only the intended recipient can access, view, or sign it. Set view-only permissions for sensitive agreements, control who sees what, and add a professional layer of access control that gives both you and your clients confidence. Simple to set up, powerful in practice.
Sign From Any Device
Your clients should never have to download an app, install a plugin, or jump through hoops just to sign a proposal. CheezySign works entirely in the browser — on any desktop, laptop, tablet, or smartphone. The signing experience is fast, intuitive, and frictionless, so your clients can review and sign in minutes from wherever they are. Less friction means faster closes, fewer abandoned proposals, and a smoother experience for everyone involved.
Fully Responsive Design
Business doesn't stop when you leave your desk. CheezySign is fully optimized for mobile and tablet — every screen, every feature, every workflow adapts perfectly to any screen size. Send proposals on the go, track signing activity from your phone, follow up with clients in real time, and close deals from anywhere. Whether you're at the office, on the road, or working remotely, CheezySign keeps your business moving without compromise.
Advanced Proposal Editor
Build polished, professional proposals without ever leaving your browser. CheezySign's rich editor gives you full control over layout and content — add signature fields, checkboxes, date fields, text blocks, formatted headings, clickable links, images, and brand colors. Structure your proposal exactly the way you want it, apply your branding, and deliver a document that looks like it came from a design team. No external tools. No templates that don't fit. Just your proposal, built your way.
Negotiate Inside the Proposal
Deals rarely close without a conversation — and CheezySign keeps that conversation inside the proposal itself. Clients can highlight any section, leave colored comments, and send a Request Edit before signing, so feedback is clear, contextual, and actionable. Instead of losing a deal to a vague rejection, you get specific input you can act on immediately. During negotiation, the dashboard flags the proposal as Requires Attention. Once all edits are resolved and the document is signed, it locks permanently — creating a clean, final record of the agreed terms.
Full White-Label Branding
Every proposal your clients receive should feel like it came directly from your business — not from a third-party platform. CheezySign gives you complete control over your brand identity: upload your logo, set your brand colors, customize the sender name and email identity, and style every document to match your business look and feel. Your clients see your brand at every touchpoint, from the first email to the signed document. Professional, consistent, and entirely yours.
Signature Workflow (Signing Order)
When multiple people need to sign, order matters. CheezySign lets you define a structured signing sequence — controlling exactly who signs first, second, or last. The document is automatically routed to each recipient in the order you set, and the next signer is only notified after the previous one completes their step. Perfect for multi-party contracts, internal approvals, and any agreement where sequence is critical. No chasing. No confusion. Just a clean, controlled process from start to finish.
Two-Factor Authentication (2FA)
Add a powerful second layer of identity verification to any document with a simple toggle. When 2FA is enabled, recipients must verify their identity via a one-time authentication code before they can access or sign the document. This creates a stronger, more defensible audit trail — confirming not just that an email address received the proposal, but that the recipient actively verified their access. Ideal for higher-value agreements, sensitive contracts, and any situation where extra security and compliance matter.
Send via WhatsApp & Email
Meet your clients where they already are. CheezySign lets you send proposals for signature or payment via WhatsApp Web or email — whichever your client prefers. With one click, your proposal is delivered with a direct signing link, smart follow-up reminders, and full audit tracking from the moment it's sent. Every delivery, open, and interaction is logged in your dashboard, giving you a complete picture of client engagement from first view to final signature.
Reusable Templates
Stop rebuilding the same proposals from scratch. With CheezySign's template library, you can save any proposal — quotes, service contracts, recurring billing agreements, approval forms — as a reusable template. Duplicate it in seconds, update the details, and send. Your branding, structure, and signature fields are all preserved, so every proposal looks consistent and professional without the extra effort. Save time, reduce errors, and focus on closing deals instead of formatting documents.
Instant Payments After Signature
Turn every signed proposal into an immediate payment opportunity. CheezySign integrates directly with Stripe, allowing you to collect payment the moment a client signs — no separate invoices, no payment links, no chasing. Support one-time payments or recurring subscriptions, set your amount, and let the system handle the rest. All payment activity is tracked in real time, with full status reporting and transaction history available in your dashboard. Your client signs. You get paid. That simple.
Payment Dashboard & Analytics
Know exactly where your revenue stands at any moment. CheezySign's payment dashboard gives you a clear, real-time view of all pending and received payments — organized by proposal, client, date, and status. Interactive charts and detailed tables make it easy to track what's been paid, what's outstanding, and what needs follow-up. Reconcile payments, identify patterns, and manage your cash flow with confidence — all from a single, intuitive screen that puts your financial data front and center.
Proposal Insights
Stop guessing and start knowing. CheezySign's Proposal Insights dashboard turns every client interaction into measurable intelligence. Track how many times a proposal was opened, how long the client spent reading, which sections received the most attention, and whether clients returned for a second look. Filter by client or date range to spot patterns, identify your most engaged leads, and see exactly where deals stall. Interactive charts and graphs display engagement metrics clearly — total opens, average read time, scroll depth, and return visits — with filters by user, day, month, or year. Real-time activity notifications provide immediate insights, highlighting opportunities for follow-up and allowing you to act at the perfect moment. Revenue-linked insights: See how client behavior on proposals correlates with actual payments. Identify which sections, formats, or approaches consistently lead to signed deals, and use these insights to refine your proposals, optimize content, and focus on strategies that drive real revenue.
Smart Features. Smarter Growth.
Turn every proposal, signature, and payment into instant insights — see who signed, who paid, and what’s driving your revenue.