How to Get Started with ezsign.ca

Getting started with ezsign.ca is designed to be a straightforward process, thanks to their clear onboarding options and a generous free trial. Whether you’re an individual looking to sign a few documents or a business aiming to streamline its entire workflow, ezsign.ca offers a clear path to begin.

Option 1: Starting with the 10-Day Free Trial

This is the most recommended starting point, as it allows you to experience the platform’s features without any financial commitment.

1. Visit the Website: Navigate to the ezsign.ca homepage.
2. Locate “START TRIAL” or “SIGN UP”: These buttons are prominently displayed throughout the homepage, often in the main banner, navigation bar, and footer. For example, look for “10 Days Free ($0) – No Credit Card Needed! START TRIAL.”
3. Click “START TRIAL” or “SIGN UP”: This will typically direct you to a registration page.
4. Complete Registration: You’ll likely need to provide basic information such as your name, email address, and desired password. The website explicitly states “No Credit Card Needed!”, which simplifies the sign-up process and removes any financial barrier to entry.
5. Verify Your Account (if required): You might receive an email verification link to confirm your account. Click on this link to activate your free trial.
6. Explore the Dashboard: Once logged in, you’ll gain access to the ezsign.ca dashboard where you can begin uploading documents, creating templates, and exploring the various features during your 10-day trial period. This is your sandbox to understand its functionality.

Option 2: Signing Up Directly for an Individual Plan

If you’re an individual user and confident that ezsign.ca meets your needs, you can opt to subscribe to an individual plan immediately.

1. Go to the Pricing Page: From the homepage, navigate to the “Pricing Plans” section or directly to the detailed pricing page (e.g., ezsign.ca/pricing/business-and-enterprise/business-and-enterprise-detailed-pricing/).
2. Choose an Individual Plan: Select from “Individual Basic,” “Individual Standard,” or “Individual Pro.” Each plan lists its annual CAD pricing. For example, “Individual Standard $240 CAD per year.”
3. Click “SIGN UP NOW”: This button is associated with each individual plan.
4. Complete Registration and Payment: You will be prompted to create an account and then enter your billing information to complete the annual subscription.
5. Access the Platform: Once payment is processed, your account will be active, and you can begin using all the features included in your chosen plan.

Option 3: Contacting Sales for Business and Enterprise Plans

For businesses, organizations, or larger teams, ezsign.ca encourages direct engagement with their sales team for customized solutions.

1. Locate “CONTACT SALES”: This button is featured in various sections, including next to the business pricing tiers and in the footer.
2. Fill Out the Contact Form: You will typically be directed to a contact form where you provide your name, company name, contact details, and a brief description of your needs.
3. Schedule a Consultation: A representative from ezsign.ca’s sales team will contact you to discuss your specific requirements, provide detailed pricing, and potentially offer a tailored demo of the platform’s capabilities for your organization. This approach ensures you get a solution that aligns perfectly with your business size, user count, and workflow complexities.

General Tips for Getting Started

• Review Documentation: Once you’re in, look for any “e-learning videos” or “online documentation” mentioned on their support page. These resources can accelerate your learning curve.
• Utilize Support: Don’t hesitate to use their “technical help via tickets” or reach out to your “dedicated success manager” if you’re on a plan that includes one.
• Explore Features Systematically: During the trial, try out key features like uploading a document, adding fields, sending it for signature, and tracking its progress. Test the authentication methods for signers.
• Check Integrations: If you use Salesforce or Power Automate, explore how ezsign.ca integrates with these tools to see how it fits into your existing ecosystem.

By following these steps, you can effectively begin your journey with ezsign.ca and determine if it’s the right e-signature solution for your needs.

My Experience with ezsign.ca