The proposal's finished in Evernote. Getting it signed is still a separate step.

Export the note as a PDF and send it for signature in minutes — no new tool to learn, no account for the client.

Where this fits

A proposal or scope of work goes through several rounds of edits inside the same Evernote note, but finalizing it still means turning it into something a client can actually sign, not just read
Evernote's Share Note link lets a client view the draft, but there's no signature, timestamp, or audit trail attached to that link
Freelancers and consultants keep client work spread across notebooks and tags; every proposal still needs its own clean, signable PDF before it counts as accepted

Who uses this

Teams running on Evernote
Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

Docracy picks up right where Evernote leaves off: export your finished proposal or scope-of-work note as a PDF, upload it, and send it out for signature the same day. Save the structure once as a reusable template so the next scope of work doesn't start from a blank note. The client signs from a link with no account to create, and you keep a timestamped record of delivery, viewing, and signature on your side.

Reusable SOW & proposal templates

Save your standard structure once, reuse it for every new client.

Sequential signing

You sign first, then the client — or route it however the engagement requires.

WhatsApp delivery

Send the signing link somewhere a busy client will actually see it.

Audit trail per document

Delivery, read, and signature timestamps — proof the note became a real agreement.

There's no Evernote plugin or direct export — Docracy doesn't pull notes from Evernote automatically. You export the note as a PDF yourself (Evernote's own Export/Print as PDF option) and upload that file to Docracy.

Templates for this

Scope of Work

An itemized deliverables schedule with due dates and fees for a defined project.

Freelance Service Agreement

A freelance contract covering scope, fees, revisions, and ownership for a client hiring a freelancer on a project basis.

Consulting Agreement

Terms for an ongoing advisory/consultant relationship — fees, confidentiality, and ownership of recommendations.

Frequently asked questions

Do the people I send documents to need a Docracy account?

No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.

Which documents can I send?

Ready-made templates for this include Scope of Work, Freelance Service Agreement, Consulting Agreement. You can also upload your own PDF.

How much does it cost?

Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.

How fast can someone actually sign?

Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.

What doesn't Docracy do here?