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TallySign

Two plans no limit on sending

Tally Sign costs $20 per user a month on its own, or $200 a month for every five users with Salesforce. Envelopes aren't counted on either, so a busy quarter costs the same as a quiet one. Both start with 7 days free, no card needed, and you're set up in under 30 minutes.

From 1 to 500

$400 a month, 10 seats, in 2 blocks of five, 2 to grow into

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For teams without a CRM

Tally Sign

$20per user, per month

Everything you need to send, negotiate and sign, from the app or from a chat with ChatGPT or Claude.

  • Templates, the editor and the AI assistant
  • Signing on any device, in person too
  • Questions, redlines and versions
  • Reminders, alerts, Slack, Teams and webhooks
  • ChatGPT, Claude and API access
Get started How it works without a CRM

For teams that sell in Salesforce

Tally Sign for Salesforce

$200per month, for every five users

Everything in Tally Sign, plus the Salesforce package. Works seamlessly with Revenue Cloud and Salesforce CPQ.

  • Send from any record, standard or custom
  • Quote lines, opportunity products and related lists
  • Write-backs, Files and notifications after signing
  • Revenue Cloud quote-to-cash and Salesforce CPQ
  • Send rules deployed as Flows, Agentforce actions
Get started See it in Revenue Cloud

What isn't limited which is most things

Seats are the only thing you pay for. Customers never need one, and on the Salesforce plan people who only look don't either. Most e-signature plans cap envelopes per user per year. Neither of ours does.

Documents and envelopesSend as many as your team needs, every month.
No limit
TemplatesOne per product line, region or language if you like.
No limit
SignersCustomers never pay and never need an account.
No limit
People in Salesforce who only lookStatus, signed documents and internal notes on the record, without a seat (Salesforce plan).
No limit
AutomationsReminders, alerts, webhooks, and Salesforce updates and send rules.
No limit

Every feature on both plans Salesforce is the only difference

Documents

  • Editor with blocks, fields and your branding
  • Pricing tables, payment schedules and cover pages
  • Upload a PDF or Word file and send it
  • AI assistant that writes and reviews templates

Signing

  • Signing on any phone, tablet or computer
  • Signing order, expiry and reminders
  • Signing in person on your device
  • Signed PDF with an audit certificate

Negotiation

  • Questions and comments from signers
  • Suggested edits and change requests
  • Internal notes your customer never sees
  • Versions, with what changed between them

Automation

  • A library of ready-made automations
  • Reminders, alerts and emails to your team
  • Slack, Teams and webhooks
  • Flows and Agentforce actions (Salesforce plan)

Your team

  • Roles for admins and members
  • Single sign-on with Okta, Entra ID or Google Workspace
  • Sign in with Salesforce, Google or Microsoft
  • Sign-in alerts and session control
  • Connect ChatGPT and Claude to send documents
  • API keys for your own systems

Salesforce plan

  • Send from any record, standard or custom
  • Quote lines, opportunity products and related lists
  • Write-backs, Files and notifications after signing
  • Revenue Cloud quote-to-cash and Salesforce CPQ
  • Seats linked to Salesforce users

Questions

Who needs a seat?

Everyone on your team in Tally Sign, and each Salesforce user who sends, replies to customers or decides on their change requests. Customers never need one. In Salesforce, anyone can see status and signed documents and leave internal notes without a seat.

What does the Salesforce plan add?

The Salesforce package and everything that works through it: sending from any record, quote lines and related lists, write-backs after signing, Revenue Cloud quote-to-cash, CPQ, send rules deployed as Flows, Agentforce actions and seats linked to Salesforce users.

Why blocks of five on the Salesforce plan?

It keeps the bill simple. Five seats cost $200 a month, ten cost $400, fifteen cost $600, and you add a block when you need one.

How long does setup take?

Under 30 minutes with Salesforce: install the package, connect your org, give reps access and put Tally Sign on the record pages you send from. Revenue Cloud and CPQ quotes work as soon as you're connected. Without Salesforce, you can send your first document in a few minutes.

Can I start without Salesforce and connect it later?

Yes. Your templates, documents and team carry over when you move to the Salesforce plan.

Is single sign-on extra?

No. It's on both plans. Connect Okta, Microsoft Entra ID, Google Workspace or any SAML 2.0 or OpenID Connect provider, and require it for everyone if you like; the owner keeps a password in case your identity provider is ever down. People can also sign in with Salesforce, Google or Microsoft.

Is “no limit” really no limit?

Yes, for normal business use. The terms include a fair-use clause so one account can't use Tally Sign to send bulk mail, and that's the only catch.

What do our customers need?

An email address. They sign in the browser on any device, with no account and nothing to install.

Step-by-step guides

Tally Sign University walks through each part with screenshots of the real product.

All guides

Send your first document today set up in under 30 minutes

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