The Complete Electronic Signature Platform

An all-in-one solution for enterprises that need document preparation, advanced signing workflows, template management, identity verification, and bulletproof compliance — without stitching together a dozen tools.

Document Preparation

Intuitive Drag-and-Drop Field Placement

Upload PDFs, Word documents, or images and transform them into signable envelopes in seconds. Our intelligent field detection automatically identifies signature blocks, date fields, and initials — saving you time on every document.

  • Drag-and-drop field placement with pixel-perfect control
  • Smart field detection powered by machine learning
  • Bulk operations for high-volume document processing
  • Support for PDF, DOCX, PNG, and 20+ file formats
Document Preparation Studio
Signing Workflows

Flexible Routing for Every Scenario

Whether you need signatures in a strict sequence, all at once, or routed based on document content, Certyneo handles it. Set automatic reminders, expiration dates, and delegation rules to keep every workflow on track.

  • Sequential, parallel, and conditional signing order
  • Automatic reminders and escalation policies
  • Expiration dates with configurable grace periods
  • Signer delegation and reassignment
Workflow Builder
Template Builder

Reusable Templates with Conditional Logic

Create once, use forever. Build templates with assigned roles, pre-positioned fields, and conditional clauses that adapt to each transaction. Maintain a shared clause library to ensure consistency across your organization.

  • Role-based field assignment and pre-positioning
  • Conditional fields that show or hide based on data
  • Shared clause library with version control
  • Template analytics and usage reporting
Template Studio
Advanced Authentication

Verify Every Signer with Confidence

Go beyond simple email verification. Certyneo offers multi-layered identity verification to ensure the right person signs every time — critical for high-value and regulated transactions.

  • SMS one-time passcode verification
  • Knowledge-based authentication (KBA)
  • Government ID verification with liveness check
  • Email and access code authentication
Identity Verification
Real-Time Tracking

Know Exactly Where Every Document Stands

No more chasing signers. Get real-time visibility into every envelope with live status updates, automatic reminders, and detailed activity feeds. Push notifications keep your team informed instantly.

  • Live dashboard with real-time status updates
  • Configurable automatic reminders
  • Email and in-app notifications
  • Detailed activity feed per envelope
Real-Time Dashboard
Audit & Compliance

Tamper-Evident Records for Every Transaction

Every signature event generates an immutable, tamper-evident audit log. Download detailed certificates of completion that document the full chain of custody — from creation to final signature.

  • Tamper-evident digital seals on every document
  • Detailed audit log with IP, geolocation, and device info
  • Downloadable certificate of completion
  • Long-term validation (LTV) signatures
Audit Trail Viewer

Connects to Your Existing Stack

Certyneo integrates with the tools your team already uses — no custom development required.

Salesforce
Microsoft 365
Google Workspace
Dropbox
Box
SharePoint
Slack
Zapier
HubSpot
NetSuite

Build Custom Workflows with Our API

A RESTful API with comprehensive SDKs for Node.js, Python, Java, C#, and Ruby. Embed signing directly into your application, automate envelope creation, and programmatically manage templates and users.

  • RESTful API with OpenAPI 3.0 specification
  • Webhook events for real-time integration
  • SDKs for 5 major languages
  • Sandbox environment for testing
Explore API Docs
Create Envelope
const envelope = await certyneo.envelopes.create({
  title: 'NDA — Acme Corp',
  documents: [{
    file: './contracts/nda.pdf',
    name: 'Non-Disclosure Agreement'
  }],
  recipients: [{
    email: 'signer@acme.com',
    name:  'Jane Doe',
    role:  'signer'
  }],
  options: {
    expiresIn: '7d',
    reminders: true
  }
});

// => { id: 'env_8xKp2...', status: 'sent' }

See the Platform in Action

Schedule a personalized demo with one of our solution engineers, or jump right in with a free 14-day trial.