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Crelate E-Signature: Purchasing & Subscription Plans

Learn how to purchase and manage your Crelate native E-Signature subscription, including available plan levels, request limits, and overage pricing.

Written by Chelsie Pettit

Overview

Crelate's native E-Signature feature allows you to send eSignature requests directly from Crelate records. The final signed document is automatically attached to the record it was sent from. You can also use eSignature Templates to streamline recurring signing workflows.

E-Signature is available as a paid add-on, purchased through your Crelate account settings.

How to Purchase or Upgrade

  1. Navigate to Settings β†’ Subscription β†’ Manage Licenses.

  2. Under the Crelate E-Signature section, review the available plan levels.

  3. Select the plan that fits your organization's needs and follow the prompts to complete your purchase.

Available Plans

All plans include Unlimited Senders. Request limits are pooled across your entire organization.

Plan

Requests per Year

Templates

Price per Year

Level 1

240

5

$240

Level 2

600

50

$540

Level 3

2,400

100

$1,680

Level 4

5,000

100

$3,000

Level 5

7,500

100

$3,750

Level 6

10,000

100

$4,000

Overage Requests

Each plan allows for up to 100 overage requests per month, billed at $1.25 per request. Overage requests reset monthly.

Custom Pricing

If your organization needs a volume beyond what's listed, custom pricing options are available. Contact support@crelate.com for details.

Downgrading Your Plan

To downgrade to a lower plan tier, please contact support@crelate.com. Downgrades cannot be self-served through the Settings page.

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