Setting Up RabbitSign e-Signature

Overview
RabbitSign is an affordable, unlimited e-signature solution integrated directly into the Momentum Toolbox. For just $10/month, you can send unlimited documents for electronic signature with no template restrictions. This integration allows agents to send, track, and manage signed documents seamlessly within Momentum.

When to Use This

Use RabbitSign when your agency wants to:

Send documents for client signatures directly from the Momentum Toolbox.
Avoid external e-signature tools with per-document or per-template limits.
Manage all signature requests in one secure, integrated location.

Step 1: Create or Log In to Your RabbitSign Account

Visit RabbitSign.com to create an account or log in to an existing one.
After logging in, navigate to My Account.
Locate and open the Developer Console area.

Step 2: Enable Developer Access

In your RabbitSign account, go to My Account → Developer Console.
Review and accept the Developer Terms of Service.
Add a valid payment method to activate API access.

Step 3: Generate Your API Credentials

From the Developer Console, click Create Key.
Copy the following credentials once generated:
- API Key
- Secret Key

Keep these credentials secure — they’ll be used to connect RabbitSign with Momentum Toolbox.

Step 4: Configure RabbitSign in Momentum Toolbox

Open the Momentum Toolbox at momentumtoolbox.insurancegig.com.
Go to Configure E-Signature → RabbitSign.
Enter the following details:
- Key Name (custom label for your agency)
- API Key (from RabbitSign)
- Secret Key (from RabbitSign)
- Agents (select which Momentum users will have access to send documents via RabbitSign)
Click Add to complete the integration.

Once connected, your agents can start sending documents for signature immediately.

How to Send Documents for Signature

From the Momentum Toolbox, choose Send for Signature.
Upload or select the document template you’d like to send.
Specify the recipients and their signing order.
Customize the email message (optional).
Click Send to deliver the document through RabbitSign.

You can track the document status (sent, viewed, or signed) directly in the Toolbox.

Key Notes & Best Practices

RabbitSign offers unlimited templates and signatures for a flat monthly rate.
API credentials can be regenerated anytime in RabbitSign if compromised.
Each agent assigned in Momentum Toolbox can send documents independently.
Ensure that all documents requiring signatures are saved as PDFs for optimal formatting.
Signed documents are automatically stored for recordkeeping within the Toolbox.