Collaborative Document Editing & E-Signing

Browse policies, advise over video chat, fill forms, and e-sign securely — all in one Surfly Session.

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Trusted by hundreds of companies and more than 200,000 users worldwide

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Share your offline files with other participants

Securely upload files from your device to a new tab of the same Surfly session so everyone can see them. We support .pdf, .docx, .xlsx, .pptx, and .md files for documents & .jpg, .jpeg, and .png for images.

Annotate, fill, and rearrange pages in a document

Annotate files, fill forms, redact information, and place custom stamps in any file you share during a session. You can also reorder, rotate, delete, and crop pages, and then download your documents as PDFs.

Track all changes to documents with detailed audit logs

Keep track of all changes made to any document or image shared in a Session to see exactly who added an annotation, or which time someone signed a document.

All the changes and edits can be tracked in your audit logs.

Surfly employs TLS 1.3 transport security, 256bit SSL encryption, full audit log features, and masking of sensitive data to ensure you stay secure and compliant in all your interactions. We are HIPAA, GDPR, ISO 27001, AICPA SOC, and PCI DSS compliant.

Learn more about Privacy and Compliance at Surfly’s core ›

Any questions?

Do you have questions about our plans or pricing? Feel free to contact us via our live chat, schedule a demo, or email us at sales@surfly.com. You can also access our full documentation by clicking the link below.

See full documentation ›

  • 1. What do I need to do to use e-signing in a Surfly Co-browsing Session?
  • 2. Is my customers' privacy and data safe with Surfly?
  • 3. How do you keep audit logs if Surfly doesn’t save any customer or session data?
  • Christian H

    Product Portfolio Director

    26 March 2021

    A pleasure from day one

    “Surfly convinced us from day one and since then, we didn’t get disappointed in this valuable and friendly partnership. The software of Surfly is a great addition to the OneDealer-portfolio and makes us, and more importantly – our customers, very happy.”
  • Catherine D
    23 November 2020

    Great additional service to our company!

    “It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.”

    Read the full Surfly review on G2

  • Unsub H

    Principal Engineer

    30 March 2021

    Secret Weapon Against COVID-19

    “Technical point of view
    – So easy & fast implementation. I don’t need change our website.
    – Powerful APIs with good documents, I made a site in a few days using it.
    – Secure architecture and functions, I can do masking of personal information.
    – No installation, our customer don’t need additional installation.
    – Fast performance”