RealSheets E-Sign
Create reusable workflows, manage preset forms, coordinate transaction roles, and standardize how brokerages and teams prepare, route, sign, and track real estate documents.
Built for brokerages, agents, boards, coordinators, and transaction teams.
E-Sign Workflow
Checklist for Strata Documents
Listing Agreement
FINTRAC ID Verification
Transaction Timeline Automation
Schedule documents to go out at the right time, trigger sends relative to deal milestones, and track who signed what and when across the full transaction timeline.
Deal Timeline
Listing workflow prepared
Template + preset forms selected
+2 hours
Disclosure package scheduled
1 day before subject removal
Time-sensitive documents sent
After acceptance
Deposit and compliance package routed
Before completion
Final signing reminders and audit review
Built for real estate teams
RealSheets is not just about sending PDFs. It helps real estate teams standardize how documents are prepared, routed, signed, tracked, and reused.
Save complete signing workflows with roles, forms, context, and signing order.
Maintain reusable source forms that teams can assemble into transaction-ready workflows.
Schedule sends and trigger document workflows around real transaction milestones.
Connect packages to clients, agents, brokerages, witnesses, and transaction parties.
Comparison
Built for real estate workflows, not just generic e-signing. RealSheets helps teams standardize how documents are prepared, scheduled, sent, signed, tracked, and reused across the transaction timeline.
| Feature | RealSheets Real Estate Native | DocuSign Generic E-Sign |
|---|---|---|
| Real-estate-first workflows | Built for boards, brokerages, and agents | General-purpose e-signing |
| Preset Forms library | Reusable source forms for template assembly | No real-estate-native preset form model |
| Saved template workflows | Forms, roles, signing order, and deal context | Template support available |
| Board-standard form packaging | Designed for board and brokerage workflows | Usually requires custom setup |
| Scheduled document delivery | Send documents automatically at the right stage of the transaction | Basic scheduling support |
| Relative-time workflow triggers | Trigger sends relative to deal events and deadlines | Limited / workflow-dependent |
| Transaction timeline visibility | Track document events and signer actions across the deal timeline | Partial |
| Contact-linked signing | Connected to contacts and transaction parties | Often handled through integrations |
| Role-based field assignment | Assign fields by transaction role | Available |
| Multi-document transaction kits | Built around grouped deal documents | Available, but generic |
| Activity history + audit trail | Workflow history and audit visibility | Audit trail available |
| Brokerage / board rollout readiness | Designed for organization standardization | Typically admin or enterprise dependent |
RealSheets: Built for boards, brokerages, and agents
Generic E-Sign: General-purpose e-signing
RealSheets: Reusable source forms for template assembly
Generic E-Sign: No real-estate-native preset form model
RealSheets: Forms, roles, signing order, and deal context
Generic E-Sign: Template support available
RealSheets: Designed for board and brokerage workflows
Generic E-Sign: Usually requires custom setup
RealSheets: Send documents automatically at the right stage of the transaction
Generic E-Sign: Basic scheduling support
RealSheets: Trigger sends relative to deal events and deadlines
Generic E-Sign: Limited / workflow-dependent
RealSheets: Track document events and signer actions across the deal timeline
Generic E-Sign: Partial
RealSheets: Connected to contacts and transaction parties
Generic E-Sign: Often handled through integrations
RealSheets: Assign fields by transaction role
Generic E-Sign: Available
RealSheets: Built around grouped deal documents
Generic E-Sign: Available, but generic
RealSheets: Workflow history and audit visibility
Generic E-Sign: Audit trail available
RealSheets: Designed for organization standardization
Generic E-Sign: Typically admin or enterprise dependent
* Comparison based on publicly available product descriptions and positioning as of publication date.
Standardize document preparation, signing, tracking, and reuse across agents, brokerages, teams, and boards.