Documents & E-Sign

From template to signature
in minutes.

Upload documents, auto-fill from deal data, send for signature, and track everything — organized by deal. No more digging through email attachments or shared drives.

Every document, every signature, one system

Stop copying and pasting between tools. Platto connects your documents directly to deal data.

Platto Auto-Fill

Upload a PDF template and Platto fills it with deal data — property info, client names, dates, and more. No manual entry.

Built-In E-Signatures

Send documents for signature directly from Platto. Track who has signed, who hasn't, and send reminders automatically.

Deal-Organized Storage

Every document is filed under its deal. No more hunting through folders or guessing which version is current.

Template Library

Upload your brokerage templates once. Auto-fill and send for any deal. Keep templates updated across your entire team.

Status Tracking

See at a glance which documents are draft, sent, viewed, signed, or expired. Know exactly where every document stands.

Client Portal Sharing

Signed documents are automatically available in the client portal. Buyers and sellers can access their documents anytime.

How documents flow through Platto

01

Upload or generate

Upload a document or generate one from a template. Platto auto-fills fields from deal data.

02

Send for signature

Add signature fields and send to the right parties. They sign from any device — no account required.

03

Track and store

Monitor signature status in real time. Completed documents are stored with the deal and shared to the client portal.

Stop emailing PDFs back and forth.

Start your free trial today. No credit card required.