How different industries use SignAndGo.

The tools are the same for everyone, but each industry leans on different ones. An accountant cares about consistent engagement letters, a builder about getting a variation signed on site, a farm about onboarding a crew before the season starts. Here is how SignAndGo tends to be set up across US industries, with the envelope each one usually builds first.

Accounting and bookkeeping

Practices send engagement letters, tax authorization forms and year-end sign-offs to clients who are rarely in the office. Templates with a Client role keep the wording consistent across the practice.

First envelope to build: the engagement letter and tax authorization form together, client first, partner countersigning in order.

Property and real estate

Agents and property managers send several documents at once: an agreement, a disclosure and a checklist. Multi-document envelopes keep them together, and signing all at once suits a couple buying or renting together. Checkboxes and Yes/No choices capture answers such as whether an appliance is included. Property managers often send the lease and its addenda, such as a pet addendum and a move-in checklist, in the same envelope.

First envelope to build: a tenancy pack with a Tenant role for each person on the lease.

Trades and construction

Quotes, variations and subcontract terms need signing quickly, often from the truck. Signers open the link on a phone with nothing to install. Upload fields let a subcontractor attach a certificate or license as they sign, and approvers let a project manager check terms before they go out. A variation sent the same afternoon it is agreed on site avoids the argument about it three months later.

First envelope to build: a one-page variation with the client's signature, a date and a text field for the agreed change.

Health and allied health

Clinics send intake forms and consent forms before an appointment so the session starts on time. Text fields collect the details you need, and review-only envelopes cover the information sheets a patient confirms they have received. If summaries are switched on, a patient can read a plain-language overview of a long form before signing.

First envelope to build: the intake form and cancellation terms, sent when the booking is made.

Agriculture, farming and seasonal work

A farm or vineyard taking on a crew sends the same pack many times in a few weeks. A template with the work agreement, a tax withholding form and a direct deposit form means each new worker only needs their name and email entered. Workers sign on their phones from the bunkhouse, and a reminder chases anyone who has not finished before the first shift.

First envelope to build: the seasonal worker pack, with the supervisor copied in.

Child care and education

Child care centers and preschools collect enrollment forms, permission slips and policy acknowledgments from families who are busy at drop-off. Yes/No choices handle permissions such as photos on the center's page, an upload field takes a copy of an immunization record, and signing all at once lets both parents complete the form on their own phones.

First envelope to build: the enrollment form, with a Parent role for each caregiver.

Nonprofits and community groups

Boards and committees collect volunteer agreements, grant acceptances and resolutions from members spread across a state. Signing all at once gets several board members through a resolution without waiting for the next meeting, and the audit trail records who signed and when.

Building your own industry pack

Whatever the sector, the pattern is the same: list the documents you send most, group the ones that always travel together into one envelope, decide who signs in what order, and save the result as a template. Start with the pack that causes the most chasing, then add the next. Within a few weeks most teams have their regular paperwork covered. SignAndGo does not supply industry wording, so each pack carries your own documents.