The card hit 'Approval' in Pipefy. Make it an actual signature.

A signing step for ops, HR, and procurement pipes that need a binding signature, not just a checkbox field.

Where this fits

A Pipefy approval phase gets marked done with a checkbox or an internal approve button — there's no signed document to point to later
HR onboarding, procurement, and vendor-approval pipes all need a real signature at some phase, not just a status change
The same purchase order, vendor agreement, or offer letter gets rebuilt by hand every time a card reaches that phase

Who uses this

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

Why Docracy

Docracy is the signing step you attach to a Pipefy pipe's approval phase. Save your standard purchase order, vendor agreement, or offer letter once as a reusable template, then trigger a real signing request via Zapier when a card enters that phase — or send it manually from the card. The signer opens a link and signs without creating an account on Pipefy or Docracy; the signed document and its audit trail move with the card as proof the approval was real, not just a status flip.

Zapier phase triggers

Fire a signing request automatically when a card moves into your approval phase.

Reusable process templates

One saved purchase order, vendor agreement, or offer letter, reused across every pipe.

A real signature, not a checkbox

Binding, timestamped signatures replace an internal approve button with an actual audit trail.

Sequential approval chains

Route a document through multiple approvers or both sides of a vendor deal in order.

There's no installed Pipefy app or native connector field today — this is an external signing step triggered via Zapier or a manual link from the card, not a built-in Pipefy integration.

Templates for this

Purchase Order

An itemized order form covering items, pricing, delivery, and payment terms between buyer and seller.

Vendor Agreement

Sets pricing, delivery, and quality terms for buying goods or services from a supplier.

Offer Letter

A straightforward job offer letter covering title, pay, start date, and at-will employment terms.

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 Purchase Order, Vendor Agreement, Offer Letter. 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?