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Data room terms / Q&A, activity and workflow

E-signature

The short version

Signing documents electronically inside the data room, or through an integrated signing service, so NDAs, consents and closing documents can be executed without leaving the platform.

How it plays out on a deal

Deals need signatures at several points: the NDA at entry, consents and waivers along the way, and the closing set at the end. Native or integrated e-signature keeps those steps inside the same audit trail as everything else.

Some rooms build their own signing tool; others connect to a major e-signature service. Either can work. What matters is whether the signed copy lands back in the right folder automatically and whether signing appears in the room's activity record.

What to check in a review or demo

  1. 1Whether signing is native, integrated with an outside service or not available.
  2. 2Whether signed copies are filed back into the room automatically.
  3. 3Whether an NDA can be signed as the gate to first access.

E-signature: where the reviewed providers stand

From the twelve-item feature checklist in our reviews: a provider counts only if the feature ships natively. Read the review for how it works and on which plan.

Read alongside

Where this comes up on Data Room Review