CLICK & SIGN

Sign anything, anywhere, on any device

Sign anything, anywhere, on any device and get signatures in minutes. With Formally Click & Sign you can prepare and send documents to be signed in a few quick clicks and track document status from anywhere.

חתימה דיגיטלית

Powerful workflow platform with stunning features

The Formally no-code handwritten digital signature platform allows you to sign anything, anywhere, on any device.  With our system al you can manage paperless marketing and complete any business process with maximum efficiency for your corporation.

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Drag & Drop Signatures

It’s so easy to build forms that combine a digital signature. With our Drag & Drop designer, you can submit forms for signing without a code in just a few clicks.

signature work flow

Submit forms for digital signature, set up the recipients’ invitation to sign and control how they receive the documents, in what device and in what order they’ll need to sign them.

Signature tracking

Our system lets you follow every step of the process of signing documents. You’ll receive instant alerts via email and SMS about the status of each recipient and each document.

Remote signature

Sign documents yourself and send the signed copies to others with one click. Receive signed documents in real time and save a digital copy automatically in your organization’s systems.

Mobile phone Signing

Send documents to customers for completion and digital signature via text message and allow your customers to complete any process using the mobile phone from anywhere, at any time.

In-Person Signing

Formally allows you to easily and efficiently collect signatures in your office, at clients, at events or elsewhere without any installation – from any computer, tablet or mobile phone.

Auto reminders

Set up automatic scheduling of reminders so that your employees don’t have to track and remind customers by emails or phone to collect information or signatures on documents.

Forms templates

The platform allows you to quickly and efficiently create form templates for the documents that you use often. Save the design and fields that you’ve created with just a button click button.

Open API

We offer many options for simple and fast integration, so that you can  integrate our digital forms into your favorite marketing tools and digital channels.

22 years of experience with enterprise security

We are trusted by the largest financial, banking and insurance enterprises. We uphold a safe and secure environment for our customers and partners, conducting frequent information security surveys and maintaining top security.

Audit Trails​

Every document in the system receives a particularly comprehensive audit trail. We provide information on every action taken in the digital journey and attach it to a digitally signed PDF file.

Regulation Compliance

The use of our digital signature technology enables all companies to manage a marketing and sales system, while complying with the laws and regulations set forth in the law.

Secure digital signature

Formally provides encryption and locking of PDF files with a secure digital signature within the Electronic Signature Law in Israel. That means you can rely on the signatures that you collect.

Password protection

Add a layer of protection and security to documents sent to the customer by requiring the documents to be opened by identification with a strong access password.

One-time password

You can allow documents to be opened using a one-time password mechanism  for only one authentication and thus allows strong authentication to be used.

One-time entry

Formally allows documents to be opened using a one-time entry mechanism for only one use and thus allows the organization to use strong authentication

Keep using all the tools and software you like

The Formally no-code platform integrates perfectly with any enterprise software for filling out digital forms and workflows. We connect any third-party services, applications and plugins so you can continue working with the same tools you need.

Outlook

Integrate transparently and seamlessly into Outlook software so you can fill out and sign documents directly from your email quickly and efficiently.

MS Word

Integrate seamlessly within Word software so you can sign documents directly from Word software with the click of a button.

Microsoft 365

The platform connects to Microsoft 365 services, applications, and extensions so you can continue working with the same tools that you use daily.

Dynamic CRM

We connect to Dynamic CRM services, applications and extensions so you can keep continue working with all your familiar daily tools.

SAP - All Versins

We connect to SAP in all its versions for services, applications and extensions so that you can continue working with the same tools that you used daily.

Sales Force

We connect to Sales Force services, applications and extensions so you can continue working with the same familiar tools every day.

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Mobile-friendly access from anywhere, anytime

Our platform seamlessly integrates to any corporate software for filling out digital forms and workflow, connecting with any third-party services, apps, and add-ons.

We love to carry out custom projects

We recognize the great importance of adapting Formally’s software to each organization according to its dedicated needs. This flexibility gives you the scope to customize our system in many ways and thereby allow maximum convenience and efficiency for your organization’s employees.

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