Platform

E-sign inside your product.

Provision client workspaces, brand signing flows, and bill your way. Outcome-oriented API for SaaS, agencies, and marketplaces. Upload PDF or DOCX. Not another per-tenant DocuSign login.

Outcomes

What you get.

Provision a client in one API call

Create connected accounts with your external_id. Each client gets their own credits, envelopes, and optional teams.

Bill the way your business works

Platform pays bundles e-sign into your pricing. Child pays lets each customer buy their own credits.

Look like your product, not ours

Logo, accent color, and optional custom sending domain on sign pages and emails. Hide the Atlas footer when you are ready.

Ship outcomes, not iframe glue

REST API with webhooks and audit trails. Upload a contract file. No brittle per-customer OAuth wiring for every tenant.

Use cases

Built for your model.

Same platform API. Different go-to-market.

HR SaaS

Bundle e-sign into onboarding and offer letters. Provision one connected account per customer company. Platform pays keeps billing inside your subscription.

Agency white-label

Send contracts under each client brand. Set logo and accent per org. Your platform key routes sends with Atlas-Account while signers see the client name.

Marketplace

Let sellers run their own signing workflows. Child pays puts credit purchases on each connected account. Webhooks sync status back to your listing flow.

API

Provision clients, then send.

One platform key. Atlas-Account picks the connected workspace on every envelope call.

# 1. Enable in dashboard: Team → Platform → Enable platform mode → Create key
# 2. Provision a client:
curl -X POST https://atlaswork.ai/api/platform/connected-accounts \
  -H "Authorization: Bearer $ATLAS_PLATFORM_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "external_id": "acme-corp",
    "name": "Acme Corp",
    "billing_mode": "platform_pays"
  }'

# 3. Create an envelope for that client (ext_ prefix or connected org UUID):
curl -X POST https://atlaswork.ai/api/envelope \
  -H "Authorization: Bearer $ATLAS_PLATFORM_KEY" \
  -H "Atlas-Account: ext_acme-corp" \
  -F "file=@contract.pdf" \
  -F 'parties=[{"email":"alice@example.com","order":1}]'

# Use contract.docx instead of contract.pdf when needed.

Connected accounts · Full API reference

Legacy integrations vs Atlas platform

Same end state: signed PDF. Different path for your engineering team.

Legacy
Atlas platform
Per-customer DocuSign seats and admin logins
One platform key, many client workspaces
Manual field placement for every send
Field detection on upload at create time
Separate billing reconciliation per tenant
Platform pays or child pays per account
Embedded iframe with brittle session handoff
API + webhooks your backend already owns

Billing

Platform pays or child pays.

Set billing_mode when you provision a connected account. One credit per send. Drafts are free.

ModeCredits from
platform_paysYour platform org (default)
child_paysThe connected client org
  • Re-sends and reminders are free on sent envelopes.
  • Void a pending envelope with zero signers to refund one credit.

Billing modes guide

Webhooks

Lifecycle events to your backend.

Pass webhook_url at envelope create. Atlas POSTs JSON with an HMAC signature in X-Atlas-Signature. Return 2xx within 10 seconds.

  • envelope.createdNew envelope row written (before detection finishes on uploads)
  • envelope.sentFirst signing email dispatched
  • envelope.viewedSigner opens the sign page for the first time
  • envelope.signedEach signer completes; includes signed_pdf_url on the final party
  • envelope.declinedAny signer declines; envelope is terminal
  • envelope.voidedSender voids a pending envelope
  • contract.extractedStructured data extraction after all parties sign

Webhooks and debugging

Branding

Your logo, your domain.

Branding is org-wide. Platform partners configure it per connected account org in Team → Settings → Branding.

Logo and accent color

Set a public logo URL and primary color in Team → Settings → Branding. Sign page buttons and email CTAs pick up your accent.

Hide Atlas footer

Remove the Atlas tagline from envelope emails. ESIGN compliance text stays.

Custom sending domain

Verify your domain to send from addresses like signing@yourcompany.com. Until verified, emails come from Atlas with your logo and colors applied.

Branding setup guide

Setup

Three steps to first client send.

01

Enable platform mode

Turn on platform mode in the dashboard. Create a platform API key scoped to your org.

02

Provision clients

POST connected accounts with external_id and name. Idempotent on your client ID.

03

Send with Atlas-Account

Pass Atlas-Account on envelope creates to target the right client workspace. Upload a contract file.

Running one company with multiple senders? See Teams for invites, roles, and shared credits inside a single org.

Ready to send your first contract?

Five free sends. Connect Atlas to Claude in about a minute.

No credit card required to start.