OtterSign
OtterSign manages document workflows involving eSignatures, waivers, payments, and web forms.
What OtterSign is
OtterSign manages document workflows involving eSignatures, waivers, payments, and web forms. Its tools include templates, a document editor, document generation, and customizable forms. Signing requests can be sent by QR code, SMS, email, or kiosk. Each signing session receives a unique record ID and signature certificate, while the audit trail records who signed and when. Direct PDF agreements are unlimited on every plan; waivers, bulk signing, and SMS use credits. Plans are priced per location: Solo is $19 a month, Team is $39 a month, Core is $149 a month, and Business is $249 a month. Enterprise pricing is custom and not listed. The site also offers 100 credits for $1 for the first 14 days. OtterSign is available on Android, iOS, and web, with an API. Its pricing page advertises 50+ integrations, including Celerant, Mailchimp, Mindbody, Google Drive, Lightspeed, and Rezdy. Zapier, Make, and other external workflow automations are add-ons on Team plans and above. OtterSign says it completed SOC 2 Type I and Type II audits. Its Trust Center describes encryption in transit and at rest and HIPAA-aligned practices, while stating that the platform is not HIPAA-certified.
Good
- Signing requests via QR code, SMS, email, or kiosk
- Unlimited direct PDF agreements on every plan
- Audit trail records who signed and when
- Available on Android, iOS, web, and API
Watch out
- Waivers, bulk signing, and SMS use credits
- Plans are priced per location
- Workflow automation tools are add-ons on Team and above
- Not a HIPAA-certified platform
Who it suits
OtterSign suits individuals, teams, and businesses that need document signing and workflows, including multi-location enterprises. It may fit organizations that want several delivery options for signing requests and integrations with listed services.
Verdict
OtterSign combines document creation, signing, and workflow tools with usage credits for some actions. Review per-location pricing and credit use alongside the security and compliance statements before choosing a plan.
Plans and prices
From OtterSign's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $182.40 a year | 50 credits / month · 1 user · $182.40 per location per year (= $15.20 per location/month, billed annually) |
| Team | $374.40 a year | 300 credits / month · 2 user · $374.40 per location per year (= $31.20 per location/month, billed annually) |
| Core | $1,430.40 a year | 1,200 credits / month · 4 user · $1,430.40 per location per year (= $119.20 per location/month, billed annually) |
| Business | $2,390.40 a year | 3,000 credits / month · Unlimited users · $2,390.40 per location per year (= $199.20 per location/month, billed annually) |
| Enterprise | Priced on request | Unlimited users · Flexible pricing contracts · Dedicated support · Unlimited workspaces · Custom pricing |
The facts
Each one read from OtterSign's own pages, with the date it was checked.
What it does
- Automation
- Zapier, Make, and other external workflow automations are available as add-ons on Team plans and above.checked 4 Oct 2026
- Compliance
- The Trust Center describes HIPAA-aligned practices and explicitly says OtterSign is not a HIPAA-certified platform.checked 4 Oct 2026
- Data protection
- The Trust Center says customer and subscriber data is encrypted in transit using TLS and encrypted at rest.checked 4 Oct 2026
- Document tools
- The platform offers templates, a document editor, document generation, and customizable web forms.checked 4 Oct 2026
- Integrations
- The pricing page advertises 50+ integrations, including Celerant, Mailchimp, Mindbody, Google Drive, Lightspeed, and Rezdy.checked 4 Oct 2026
- Intended customers
- The maker presents plans for individuals, small teams, growing businesses, high-volume operations, and enterprises with multiple locations.checked 4 Oct 2026
- Product
- OtterSign manages, signs, and automates documents, including eSignatures, waivers, payments, and web forms.checked 4 Oct 2026
- Security audit
- OtterSign says it completed SOC 2 Type I and Type II audits verified by Thoropass.checked 4 Oct 2026
- Signature records
- Each signing session receives a unique record ID and signature certificate, and the audit trail records who signed and when.checked 4 Oct 2026
- Signing
- Signing requests can be delivered by QR code, SMS, email, or kiosk, and the plans page says direct PDF agreements are unlimited on every plan.checked 4 Oct 2026
- Support
- The pricing comparison lists 24/7 Help Center and email and ticket support across all plans.checked 4 Oct 2026
- Usage limits
- Plans are priced per location; waivers, bulk signing, and SMS use credits, while direct PDF agreements are unlimited.checked 4 Oct 2026
The company
- Company history
- The site says OtterSign has supported document management since 2020 and identifies Benjamin Nelson as founder and CEO in a 2020 announcement.checked 4 Oct 2026
- Founded
- 2020checked 28 Sep 2026
Money
- Trial offer
- The site offers 100 credits for $1 for the first 14 days.checked 4 Oct 2026
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