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OtterSign

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What OtterSign is

OtterSign manages document workflows that include eSignatures, waivers, payments, and web forms. Its tools include templates, a document editor, document generation, and customizable forms. Signing requests can be delivered by QR code, SMS, email, or kiosk. Each session receives a unique record ID and signature certificate, and the audit trail records who signed and when. Direct PDF agreements are unlimited on every plan, while 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 offers 100 credits for $1 for the first 14 days. OtterSign is available on web, Android, and iOS, and offers an API. Its pricing page advertises 50+ integrations. The Trust Center describes encryption in transit and at rest and HIPAA-aligned practices, while stating that the platform is not HIPAA-certified.

Who it suits

OtterSign may suit individuals, teams, and businesses that need signing, waiver, and document workflows. Its listed plans also address high-volume operations and enterprises with multiple locations.

What it does well

  • Signing requests can arrive by QR code, SMS, email, or kiosk.
  • Direct PDF agreements are unlimited on every plan.
  • Audit trails record who signed and when.
  • The pricing page advertises 50+ integrations.
  • Support includes 24/7 Help Center, email, and ticket options.

What to know first

  • Waivers, bulk signing, and SMS consume credits.
  • Plans are priced per location.
  • Enterprise pricing is custom and not listed.
  • The platform is not HIPAA-certified.

Limits

Solo includes 50 credits per month and one user; higher plans increase credits and seats, with Business offering unlimited users. Waivers, bulk signing, and SMS use credits, while direct PDF agreements remain unlimited.

Plans

PlanBilled and limitsPrice
Core$1,430.40 per location per year (= $119.20 per location/month, billed annually) · 1,200 credits / month · 4 user$1,430.40 a year
Solo$182.40 per location per year (= $15.20 per location/month, billed annually) · 50 credits / month · 1 user$182.40 a year
Business$2,390.40 per location per year (= $199.20 per location/month, billed annually) · 3,000 credits / month · Unlimited users$2,390.40 a year
Team$374.40 per location per year (= $31.20 per location/month, billed annually) · 300 credits / month · 2 user$374.40 a year
EnterpriseCustom pricing · Unlimited users · Flexible pricing contracts · Dedicated support · Unlimited workspacesOn request

As ottersign.com lists them, read 5 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the OtterSign website
  2. Choose a plan priced per location
  3. Use the 100-credit first-14-day offer for $1 if appropriate
  4. Access OtterSign on web, Android, or iOS, or connect through its API
  5. Create templates, documents, or web forms
  6. Send signing requests by QR code, SMS, email, or kiosk

Verdict

OtterSign offers multiple document and signing tools, with usage credits for some workflows and unlimited direct PDF agreements. Compare the per-location plan allowances and add-on requirements with your expected use.

Questions

Does OtterSign have a free plan?

No. The site offers a 14-day introductory offer of 100 credits for $1.

What does Solo cost?

Solo costs $19 a month and includes 50 credits per month and one user.

Which platforms are supported?

OtterSign is available on Android, iOS, and web, and it also provides an API.

What integrations are advertised?

The pricing page advertises more than 50 integrations, including Celerant, Mailchimp, Mindbody, Google Drive, Lightspeed, and Rezdy.

Is OtterSign HIPAA-certified?

No. Its Trust Center describes HIPAA-aligned practices but explicitly says the platform is not HIPAA-certified.

What security protections are described?

OtterSign says it completed SOC 2 Type I and Type II audits. Customer and subscriber data is encrypted in transit with TLS and encrypted at rest.

Facts from OtterSign's own pages

Automation
Zapier, Make, and other external workflow automations are available as add-ons on Team plans and above. · ottersign.com, 4 Oct 2026
Company history
The site says OtterSign has supported document management since 2020 and identifies Benjamin Nelson as founder and CEO in a 2020 announcement. · ottersign.com, 4 Oct 2026
Compliance
The Trust Center describes HIPAA-aligned practices and explicitly says OtterSign is not a HIPAA-certified platform. · ottersign.com, 4 Oct 2026
Data protection
The Trust Center says customer and subscriber data is encrypted in transit using TLS and encrypted at rest. · ottersign.com, 4 Oct 2026
Document tools
The platform offers templates, a document editor, document generation, and customizable web forms. · ottersign.com, 4 Oct 2026
Founded
2020 · ottersign.com, 28 Sept 2026
Integrations
The pricing page advertises 50+ integrations, including Celerant, Mailchimp, Mindbody, Google Drive, Lightspeed, and Rezdy. · ottersign.com, 4 Oct 2026
Intended customers
The maker presents plans for individuals, small teams, growing businesses, high-volume operations, and enterprises with multiple locations. · ottersign.com, 4 Oct 2026
Product
OtterSign manages, signs, and automates documents, including eSignatures, waivers, payments, and web forms. · ottersign.com, 4 Oct 2026
Security audit
OtterSign says it completed SOC 2 Type I and Type II audits verified by Thoropass. · ottersign.com, 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. · ottersign.com, 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. · ottersign.com, 4 Oct 2026
Support
The pricing comparison lists 24/7 Help Center and email and ticket support across all plans. · ottersign.com, 4 Oct 2026
Trial offer
The site offers 100 credits for $1 for the first 14 days. · ottersign.com, 4 Oct 2026
Usage limits
Plans are priced per location; waivers, bulk signing, and SMS use credits, while direct PDF agreements are unlimited. · ottersign.com, 4 Oct 2026

Where OtterSign stands on Freedom251

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