How do I get a clean monthly list of which jobs are signed and which are not?

This page may contain affiliate links from which Blur Studio earns commissions.

A monthly signed-and-unsigned report sounds like a simple ask, but building it manually means going back through every document sent that month, checking whether it came back signed, and compiling that into something presentable, a task that scales directly with how many contracts went out, not with how complicated the report actually needs to look. Most e-signature tools solve this by tracking status automatically as documents move through the signing process, so the "report" becomes an export of data the tool already has, rather than something you reconstruct from scratch each month.

The no-tool way: a running spreadsheet, exported monthly

Keep a running spreadsheet all month, adding a row every time you send a contract and updating its status as things change, then export or copy it into a monthly summary. This costs nothing and works as long as you're disciplined about updating it in real time rather than trying to reconstruct a month's activity from memory at the end, which is both error-prone and genuinely slower than keeping it current as you go.

Zoho Sign

Zoho Sign, part of Zoho's wider business software suite, is an e-signature tool that tracks documents through "envelopes" with reporting features available on its paid tiers. Its Free plan confirmed live runs $0 a month, but Zoho's pricing page doesn't display specific dollar figures for its Standard, Professional, or Enterprise tiers on the page I reviewed, so I can't confirm a number for whichever tier includes the reporting depth you'd need for a regular monthly export. Check zoho.com/sign/pricing directly or request a quote.

SignWell

SignWell, a straightforward e-signature tool built for sending documents without requiring recipients to create an account, confirmed live, includes basic status tracking across its tiers, with the Light plan at $12 a month ($10 a month billed annually) covering unlimited documents, the volume you'd realistically need if you're generating a regular monthly report rather than sending just a handful of contracts.

Adobe Acrobat Sign

Adobe Acrobat Sign, Adobe's e-signature product for sending and tracking documents, now ships bundled into Adobe's broader Acrobat Standard, Pro, and Studio subscriptions rather than sold as a clearly priced standalone product. I wasn't able to confirm a clean current US dollar figure for it specifically live this session. If reporting depth matters to you and you're considering Adobe's ecosystem for other reasons too, check adobe.com/acrobat/business directly for the current plan that includes the e-signature and reporting features you need. Adobe Acrobat Sign pricing and cheaper options sorts out the plans.

QuickSigner

QuickSigner is an e-signature tool built around a flat price per user with no document caps, aimed at being simpler and cheaper than larger established platforms. Reports across your sent documents, letting you see and export signed-versus-unsigned status, are included from its Business plan up, confirmed live at $5 a month per user ($48 a year), not on the Free tier. For a small business that just needs a clean monthly count rather than deep analytics, this tier's reporting is usually enough on its own. QuickSigner alternatives covers when to choose something else.

Pulling the report, four steps

1. Decide what the list must show before picking a tool, a simple signed-versus-unsigned count, or something broken down by job type, client, or sales rep, since that scope determines whether a basic report tier is enough.
2. Check what reports your tool gives, confirming the specific breakdown and export format match what the owner actually wants to see each month. The big three e-signature tools compared shows how their reporting differs.
3. Export once a month, on a consistent date, so the owner gets a predictable, comparable report rather than one that arrives on a different schedule each time.
4. Use a CRM if you need sales analysis beyond basic signed-or-not counts, trends over time, performance by rep, conversion rate from sent to signed, since that's a different job than what an e-signature tool's report is built for.

A worked example

Say the owner wants a simple monthly number: how many jobs went out for signature, how many came back signed, and a list of anything still outstanding past 30 days. Built by hand from an inbox, that's realistically an hour or more of checking each sent document's status individually, more if you've sent twenty or thirty contracts that month. Built from a tool's reporting feature, that's a filtered export taking a few minutes, already broken into exactly those categories, that you can forward directly or drop into a one-page summary. The time saved scales directly with how many contracts you're actually sending, which is worth weighing against the subscription cost: at low volume, say under ten contracts a month, the manual version might genuinely be fine; at higher volume, the automated report quickly pays for itself in time alone, often within the first month of actually tracking how long the manual version takes you.

The honest limit on these reports

Here's what I'd tell a client directly: an e-signature tool's reporting is built to answer "what's the status of my sent documents," not "why is my close rate declining" or "which rep's contracts take longest to get signed." If the owner's real question is closer to that second kind, trend analysis, performance comparison over time, you'll hit a wall with a basic e-signature report regardless of which tool you pick, since none of them are built as analytics platforms. That's specifically what a CRM or a proper sales dashboard is for, and recognizing which kind of question you're actually trying to answer upfront saves you from buying the wrong tool for the job.

Formatting the report so the owner actually reads it

A raw export of every document's status, with twenty rows and six columns, often gets skimmed rather than genuinely read by a busy owner. A short summary on top, total sent, total signed, total outstanding, with the raw export attached underneath for anyone who wants the detail, respects both the owner who wants the headline number and anyone who later needs to dig into a specific job. Most reporting tools let you export the raw data; the short summary on top is usually a five-minute manual step worth doing rather than skipping.

When a CRM is the right call instead

If the owner wants deeper sales analysis layered on top of signing status, say, average time from sent to signed by job type, or signing patterns by lead source, that's a CRM's job, not an e-signature tool's. Most CRMs can pull signing status in through an integration with your e-signature tool rather than requiring you to track it twice, which is usually the cleaner setup if you're already paying for both.

What to actually do with the "still outstanding" list

The outstanding-past-30-days portion of the report is the part with the most practical value, since it's a direct action list, not just a status summary. Rather than letting that list sit in a monthly report as a static number, treat it as the week's follow-up queue: each name on it should get a specific next action, a call, a reminder, or a decision to write the deal off, rather than simply reappearing on next month's report unchanged, which is the pattern that tells you a report is being produced but not actually acted on. Tracking which proposals and contracts are still unsigned shows how to work that queue.

How I'd approach this

When a client wants monthly reporting built, I always start by clarifying exactly what question the report is meant to answer, since that determines whether a simple e-signature report tier covers it or whether it's actually a sign that a proper CRM or dashboard is overdue. Get in touch if you want this built properly, matched to the actual question the owner is trying to answer each month.