MamaSign White-Label Tenant Provisioning (Onboarding)

MamaSign White-Label Tenant Provisioning (Onboarding)

1. 01

   Create the client tenant in the MamaSign admin panel and set the custom domain

   Point sign.clientdomain.com at the platform and confirm DNS resolves before any document is sent. A broken domain at first send is the fastest way to lose a client's trust in week one.

2. 02

   Configure SMTP credentials under the client's own mail domain

   Signature request and invoice emails must originate from the client's address, not yours. Send one test signature request and one test invoice to an internal inbox and check spam placement before handover.

3. 03

   Upload logo and set brand colors so the signing page matches the client's identity

   MamaSign exposes logo and color settings at the tenant level. Screenshot the finished signing page and store it in the client folder as the approved visual reference.

4. 04

   Build the document templates the client will actually reuse

   Load their two or three most common agreements with pre-placed signature, date, and initial fields. Field placement done once at setup saves the client from rebuilding it on every send.

5. 05

   Connect the PayPal account for invoice collection and test one live payment

   Run a small invoice end to end, confirm the payment lands in the client's PayPal, then void or refund it. Recurring billing schedules should be drafted but not activated until the client signs off.

6. 06

   Create the proposal pipeline stages (viewed, accepted, signed) and walk staff through them

   Show the client how activity tracking surfaces when a proposal is opened versus accepted. This is the feature that justifies the retainer when a prospect goes quiet.

7. 07

   Run a bulk send rehearsal with a small recipient list

   Bulk send is included in the lifetime plan, so demonstrate it with five internal addresses rather than discovering rate or formatting issues during a real campaign.

8. 08

   Hand over credentials, record the tenant in your agency register, and schedule the 30-day review

   Log domain, SMTP host, PayPal account owner, and template inventory. The review catches unused seats and template drift before the client notices them.