Launch Strategy
Fill and Sign. Inside the compliance workflow, not adjacent to it.
Not every compliance task is an insurance document. Forms, acknowledgments, agreements, and onboarding packets all need to be completed before work can move forward. Fill and Sign keeps them inside TrustLayer instead of forcing teams into a separate signature tool.
The gap
Compliance does not stop at COIs.
Risk managers and operations teams already use TrustLayer to track certificates of insurance. The same teams handle adjacent compliance documents: vendor agreements, safety acknowledgments, onboarding packets, and policy attestations. Today, those documents leave the platform. They get emailed, signed in a separate tool, and stored in a separate place. Tracking, follow-up, and audit-readiness all suffer.
Fill and Sign closes the gap by handling those documents inside the same workflow where the COI lives.
Mechanics
Three steps to compliance-attached signatures.
Upload
Drop in any PDF the team already uses. Vendor agreements, safety acknowledgments, onboarding forms.
Configure
Add editable fields and signature blocks where they need to go. Both internal and external parties can be assigned.
Attach and track
Tie the form to a compliance profile. Status, reminders, and audit trail all live in the same place as the COI.
In practice
What teams use Fill and Sign for.
- Onboarding packets
- Acknowledgments
- Agreements
- Employee-related forms
- Supporting operational documents
Both parties. One form. One workflow.
Fill and Sign supports forms that need action from both sides, with fields for the outside party and fields for the internal team, without leaving the compliance workflow.
Strategic recommendation
Launch Brief: Fill and Sign
Today, Fill and Sign exists in exactly one place on TrustLayer's site: a single blog post. It is not in the product navigation, not on the pricing page, not in the footer. There is no landing page, no screenshots, and no customer quote. For a shipped capability, that is close to invisible.
The temptation is to read this as a feature that needs better marketing. That undersells it. The real miss is not at the feature level, it is at the category level.
Fill and Sign is the wedge that moves TrustLayer from a COI tracking platform to a compliance document platform. COI tracking is a strong, defensible position, but it is a single job. The moment the same workflow handles vendor agreements, safety acknowledgments, and onboarding packets, the platform is doing compliance document orchestration, and that is a larger market with more room to price into. That expansion is what justifies tier increases, new customer segments, and a sturdier position against single-purpose e-signature tools.
A launch worth running would treat it that way. It needs a dedicated navigation slot, integration into the pricing page as a Pro-tier hook, sales enablement aimed squarely at the "we already use DocuSign" objection, deliberate collection of customer evidence, and a co-marketed moment with a partner in an adjacent vertical such as real estate or construction. The point is not to announce a feature. It is to reposition the company.
Measurement
Three metrics this launch should move.
Attach rate
Expansion revenue
Time to compliance
Sales enablement
What sales will hear, and what to say.
"We already use DocuSign for that."
DocuSign signs documents. Fill and Sign keeps signed documents inside the compliance workflow where they belong. The integration tax of bouncing between tools is the actual problem. Fill and Sign removes it.
"Is this just an e-signature feature?"
The e-signature is one part. The integration with compliance profiles, automated reminders, and audit-ready storage is the rest. Pricing it against pure e-signature tools misses what it actually replaces.
"Why is this not in the Starter tier?"
Starter is for tracking incoming COIs. Fill and Sign is a different surface: outbound document orchestration. Bundling it with Starter would dilute the Pro upgrade trigger.