---
title: "Choosing a deployment method"
slug: "choose-a-deployment-method"
description: "Compare the five Opensense deployment methods (Stamping, Plain Text Block, Visual Preview, Outlook Add-in, and Google Add-on) and pick the right fit."
updated: 2026-03-26T21:10:10.000Z
canonical: "https://help.opensense.com/docs/choose-a-deployment-method"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Choosing a deployment method

## Overview

Opensense offers multiple deployment methods for applying email signatures across your organization. The method you choose determines when signatures are applied (server-side or client-side), what users see while composing emails, and how much flexibility users have to modify their signatures.

Most organizations choose one primary deployment method, though some use different methods for Microsoft 365 and Google Workspace users.

:::note[Key takeaway]

Server-side methods (Stamping, Plain Text Block) give you the most control and enforce consistency, while client-side methods (Visual Preview, Add-ins) provide a better user experience at the cost of some central control.
:::

## Quick decision guide

- Choose **Stamping** if you need fully enforced, centrally controlled signatures that users cannot bypass
- Choose **Plain Text Block (PTP)** if you want users to see a placeholder while composing but still route through Opensense servers
- Choose **Visual Preview** if you want users to see the full signature while composing (best for Microsoft 365 users)
- Choose **Outlook Add-in** if you need advanced features like multi-signature support, field editing, or automatic insertion
- Choose **Google Add-on** if you need users to edit unlocked fields and automatically push updates to Gmail

---


## Compare the methods

<div class="kb-deployment-compare">
  <p class="kb-deployment-compare__intro">Compare all five methods on the same criteria. Select a method name for its full advantages and limitations below.</p>
  <div class="kb-deployment-compare__viewport" role="region" aria-label="Deployment method comparison" tabindex="0">
    <table>
      <colgroup><col class="kb-deployment-compare__feature-col"></colgroup>
      <colgroup span="2"></colgroup>
      <colgroup span="3"></colgroup>
      <thead>
        <tr class="kb-deployment-compare__groups">
          <th scope="row">Type</th>
          <th scope="colgroup" colspan="2">
            <span class="kb-deployment-compare__group">Server-side</span>
            <span class="kb-deployment-compare__group-note">Added on Opensense servers</span>
          </th>
          <th scope="colgroup" colspan="3" class="kb-deployment-compare__client-start">
            <span class="kb-deployment-compare__group">Client-side</span>
            <span class="kb-deployment-compare__group-note">Added in the email client</span>
          </th>
        </tr>
        <tr>
          <th scope="row">Method</th>
          <th scope="col"><a class="kb-deployment-compare__method" href="#stamping-detailed-overview">Stamping</a></th>
          <th scope="col"><a class="kb-deployment-compare__method" href="#plain-text-block-ptp-detailed-overview">Plain Text Block (PTP)</a></th>
          <th scope="col" class="kb-deployment-compare__client-start"><a class="kb-deployment-compare__method" href="#visual-preview-detailed-overview">Visual Preview</a></th>
          <th scope="col"><a class="kb-deployment-compare__method" href="#outlook-add-in-detailed-overview">Outlook Add-in</a></th>
          <th scope="col"><a class="kb-deployment-compare__method" href="#google-add-on-detailed-overview">Google Add-on</a></th>
        </tr>
      </thead>
      <tbody>
        <tr>
          <th scope="row">Best for</th>
          <td>Strict enforcement and compliance</td>
          <td>Visible placeholder with server-side control</td>
          <td>Seeing the full signature before sending</td>
          <td>Flexible signatures for Microsoft 365 teams</td>
          <td>User field updates for Google Workspace teams</td>
        </tr>
        <tr>
          <th scope="row">Platforms</th>
          <td><span class="kb-deployment-compare__platforms"><img src="https://help.opensense.com/brand/outlook-logo.svg" alt="Microsoft 365" title="Microsoft 365" width="24" height="24"><img src="https://help.opensense.com/brand/gmail-logo.png" alt="Google Workspace" title="Google Workspace" width="24" height="24"><img src="https://help.opensense.com/brand/exchange-logo.avif" alt="On-premises Exchange" title="On-premises Exchange" width="24" height="24"></span></td>
          <td><span class="kb-deployment-compare__platforms"><img src="https://help.opensense.com/brand/outlook-logo.svg" alt="Microsoft 365" title="Microsoft 365" width="24" height="24"><img src="https://help.opensense.com/brand/gmail-logo.png" alt="Google Workspace" title="Google Workspace" width="24" height="24"><img src="https://help.opensense.com/brand/exchange-logo.avif" alt="On-premises Exchange" title="On-premises Exchange" width="24" height="24"></span></td>
          <td><span class="kb-deployment-compare__platforms"><img src="https://help.opensense.com/brand/outlook-logo.svg" alt="Microsoft 365" title="Microsoft 365" width="24" height="24"><img src="https://help.opensense.com/brand/gmail-logo.png" alt="Google Workspace" title="Google Workspace" width="24" height="24"></span></td>
          <td><span class="kb-deployment-compare__platforms"><img src="https://help.opensense.com/brand/outlook-logo.svg" alt="Microsoft 365" title="Microsoft 365" width="24" height="24"></span></td>
          <td><span class="kb-deployment-compare__platforms"><img src="https://help.opensense.com/brand/gmail-logo.png" alt="Google Workspace" title="Google Workspace" width="24" height="24"></span></td>
        </tr>
        <tr>
          <th scope="row">While composing</th>
          <td>No signature shown</td>
          <td>Text placeholder</td>
          <td>Full signature preview</td>
          <td>Full signature preview</td>
          <td>Varies by push type</td>
        </tr>
        <tr>
          <th scope="row">Control</th>
          <td><span class="kb-deployment-compare__meter" data-level="4" role="img" aria-label="Highest" title="Highest"><i></i><i></i><i></i><i></i></span></td>
          <td><span class="kb-deployment-compare__meter" data-level="3" role="img" aria-label="High" title="High"><i></i><i></i><i></i><i></i></span></td>
          <td><span class="kb-deployment-compare__meter" data-level="2" role="img" aria-label="Medium" title="Medium"><i></i><i></i><i></i><i></i></span></td>
          <td><span class="kb-deployment-compare__meter" data-level="1" role="img" aria-label="Low" title="Low"><i></i><i></i><i></i><i></i></span></td>
          <td><span class="kb-deployment-compare__meter" data-level="1" role="img" aria-label="Low" title="Low"><i></i><i></i><i></i><i></i></span></td>
        </tr>
        <tr>
          <th scope="row">Edit or bypass</th>
          <td colspan="2">Users can't edit or bypass</td>
          <td colspan="3" class="kb-deployment-compare__client-start">Users can edit or bypass</td>
        </tr>
        <tr>
          <th scope="row">Mail flow rules</th>
          <td colspan="2">Required</td>
          <td colspan="3" class="kb-deployment-compare__client-start">Not required</td>
        </tr>
        <tr>
          <th scope="row">Recipient targeting</th>
          <td colspan="2"><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td colspan="3" class="kb-deployment-compare__client-start"><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
        </tr>
        <tr>
          <th scope="row">Marketing banners</th>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
        </tr>
        <tr>
          <th scope="row">Multiple signatures</th>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
        </tr>
        <tr>
          <th scope="row">User field updates</th>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-no" title="Not supported"><span class="sr-only">Not supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
          <td><span class="kb-deployment-compare__mark is-yes" title="Supported"><span class="sr-only">Supported</span></span></td>
        </tr>
        <tr>
          <th scope="row">Setup &amp; timing</th>
          <td>Medium complexity; immediate deployment</td>
          <td>Medium complexity; immediate deployment</td>
          <td>Low to medium complexity; fast deployment</td>
          <td>Medium complexity; up to 72 hours to reach users</td>
          <td>Low complexity; immediate deployment</td>
        </tr>
      </tbody>
    </table>
  </div>
</div>

---


## Stamping

With Stamping, users see nothing while composing their email. After they click send, a mail flow rule routes the email to Opensense servers, applies the signature, and delivers it to the recipient. This is the most centrally controlled method.

:::tip[Best for]
Organizations requiring strict enforcement, compliance, or regulated industries where signature consistency is critical.
:::

<div class="kb-pros-cons">
  <div class="kb-pros-cons__pros">
    <p class="kb-pros-cons__label" id="stamping-pros">Pros</p>
    <ul aria-labelledby="stamping-pros">
      <li>Advanced marketing capabilities with recipient-based banner targeting</li>
      <li>Internal vs. external recipient-based logic</li>
      <li>Fully admin controlled - users cannot opt out or bypass</li>
      <li>Nothing can be removed or edited by users</li>
      <li>Fastest deployment (no user action required)</li>
    </ul>
  </div>
  <div class="kb-pros-cons__cons">
    <p class="kb-pros-cons__label" id="stamping-cons">Cons</p>
    <ul aria-labelledby="stamping-cons">
      <li>User confusion from seeing nothing while composing</li>
      <li>Users may add their own signature thinking they don't have one, resulting in duplicate signatures</li>
      <li>No visual confirmation that a signature is being added</li>
      <li>Requires routing to a third-party server (Opensense)</li>
      <li>Users don't see the fully rendered signature until someone replies</li>
      <li>Email encryption can prevent signature transformation</li>
    </ul>
  </div>
</div>


## Plain Text Block (PTP)

Plain Text Block (also called Routing) inserts a text placeholder that users see while composing. When they send, a mail flow rule routes the email to Opensense, transforms the placeholder into the full HTML signature, and delivers it to the recipient. This provides visual feedback while maintaining server-side control.

:::tip[Best for]
Organizations wanting visual feedback for users while maintaining server-side control and advanced marketing features.
:::

<div class="kb-pros-cons">
  <div class="kb-pros-cons__pros">
    <p class="kb-pros-cons__label" id="plain-text-block-ptp-pros">Pros</p>
    <ul aria-labelledby="plain-text-block-ptp-pros">
      <li>Users see a placeholder confirming a signature will be applied</li>
      <li>Internal vs. external recipient-based logic</li>
      <li>Advanced marketing capabilities with recipient-based banner targeting</li>
      <li>Protects HTML signature components</li>
    </ul>
  </div>
  <div class="kb-pros-cons__cons">
    <p class="kb-pros-cons__label" id="plain-text-block-ptp-cons">Cons</p>
    <ul aria-labelledby="plain-text-block-ptp-cons">
      <li>Requires routing to a third-party server (Opensense)</li>
      <li>Users don't see the fully rendered signature until someone replies</li>
      <li>Email encryption can prevent signature transformation</li>
    </ul>
  </div>
</div>


## Visual Preview

Visual Preview displays the full HTML signature while users compose their email. The signature is inserted client-side, giving users a familiar experience similar to traditional Outlook signatures.

:::tip[Best for]
Microsoft 365 organizations prioritizing user experience over strict enforcement, particularly in less regulated industries.
:::

<div class="kb-pros-cons">
  <div class="kb-pros-cons__pros">
    <p class="kb-pros-cons__label" id="visual-preview-pros">Pros</p>
    <ul aria-labelledby="visual-preview-pros">
      <li>Users see the complete signature while composing</li>
      <li>Familiar experience (feels like native Outlook/Gmail signatures)</li>
      <li>No routing to third-party servers required</li>
    </ul>
  </div>
  <div class="kb-pros-cons__cons">
    <p class="kb-pros-cons__label" id="visual-preview-cons">Cons</p>
    <ul aria-labelledby="visual-preview-cons">
      <li>Users can edit or remove components before sending</li>
      <li>Limited to sender-based banner targeting (no recipient-based logic)</li>
      <li>Less centralized control compared to server-side methods</li>
      <li>Cannot be fully locked down in Google Workspace</li>
    </ul>
  </div>
</div>


## Outlook Add-in

The Outlook Add-in is a web-based add-in deployed through Microsoft 365 Admin Center. It provides the most advanced features including automatic insertion, multi-signature support, field editing, and the ability to disable default Outlook signatures.

:::tip[Best for]
Microsoft 365 organizations wanting maximum flexibility, user control, and advanced features like multi-signature support or field editing.
:::

<div class="kb-pros-cons">
  <div class="kb-pros-cons__pros">
    <p class="kb-pros-cons__label" id="outlook-add-in-pros">Pros</p>
    <ul aria-labelledby="outlook-add-in-pros">
      <li>Most feature-rich option for Microsoft 365</li>
      <li>Auto-insert signatures with ability to disable default signatures</li>
      <li>Multi-signature support with user selection</li>
      <li>Field edits allow users to update unlocked fields (pronouns, designations, etc.)</li>
      <li>Custom compose fields for controlled user customization</li>
      <li>Available on Outlook desktop, mobile and OWA</li>
    </ul>
  </div>
  <div class="kb-pros-cons__cons">
    <p class="kb-pros-cons__label" id="outlook-add-in-cons">Cons</p>
    <ul aria-labelledby="outlook-add-in-cons">
      <li>Deployment takes up to 72 hours to reach user profiles</li>
      <li>Requires admin deployment through Microsoft 365 Admin Center</li>
    </ul>
  </div>
</div>


## Google Add-on

The Google Add-on allows users to edit unlocked fields and, when auto-push is enabled at the group level, automatically pushes signature updates to their Gmail settings. It's only available in the browser (not mobile).

:::tip[Best for]
Google Workspace organizations wanting users to control certain fields while still maintaining centralized signature templates.
:::

<div class="kb-pros-cons">
  <div class="kb-pros-cons__pros">
    <p class="kb-pros-cons__label" id="google-add-on-pros">Pros</p>
    <ul aria-labelledby="google-add-on-pros">
      <li>Users can edit unlocked fields directly</li>
      <li>Auto-push feature automatically updates Gmail signature settings when enabled</li>
      <li>Instant deployment (no propagation delay)</li>
      <li>Custom compose fields for controlled user customization</li>
    </ul>
  </div>
  <div class="kb-pros-cons__cons">
    <p class="kb-pros-cons__label" id="google-add-on-cons">Cons</p>
    <ul aria-labelledby="google-add-on-cons">
      <li>Only available in Gmail web browser (not mobile app)</li>
      <li>More limited functionality compared to Outlook Add-in</li>
      <li>Requires users to manually assign signature to replies/forwards if previously set</li>
    </ul>
  </div>
</div>

## Making your decision

Find your situation in each factor to narrow down the right method.

<dl class="kb-insights-summary kb-decision-factors">
  <div>
    <dt>Email platform mix</dt>
    <dd><ul role="list">
      <li><span>Mostly Microsoft 365</span><span><a href="#outlook-add-in-detailed-overview">Outlook Add-in</a>, <a href="#visual-preview-detailed-overview">Visual Preview</a></span></li>
      <li><span>Mostly Google Workspace</span><span><a href="#plain-text-block-ptp-detailed-overview">Plain Text Block with Pusher</a>, <a href="#stamping-detailed-overview">Stamping</a></span></li>
    </ul></dd>
  </div>
  <div>
    <dt>Compliance and brand control</dt>
    <dd><ul role="list">
      <li><span>Regulated industry, such as finance, healthcare, or legal</span><span><a href="#stamping-detailed-overview">Stamping</a>, <a href="#plain-text-block-ptp-detailed-overview">Plain Text Block</a></span></li>
      <li><span>Less regulated</span><span><a href="#visual-preview-detailed-overview">Visual Preview</a>, <a href="#outlook-add-in-detailed-overview">Outlook Add-in</a>, <a href="#google-add-on-detailed-overview">Google Add-on</a></span></li>
    </ul></dd>
  </div>
  <div>
    <dt>Data quality</dt>
    <dd><ul role="list">
      <li><span>Clean, accurate directory data</span><span>Any method</span></li>
      <li><span>Data needs improvement, so users should edit their own fields</span><span><a href="#outlook-add-in-detailed-overview">Outlook Add-in</a>, <a href="#google-add-on-detailed-overview">Google Add-on</a></span></li>
    </ul></dd>
  </div>
  <div>
    <dt>Marketing and analytics</dt>
    <dd><ul role="list">
      <li><span>Recipient-based banner targeting and detailed analytics</span><span><a href="#stamping-detailed-overview">Stamping</a>, <a href="#plain-text-block-ptp-detailed-overview">Plain Text Block</a></span></li>
      <li><span>Sender-based targeting and basic analytics are enough</span><span><a href="#visual-preview-detailed-overview">Visual Preview</a>, <a href="#outlook-add-in-detailed-overview">Outlook Add-in</a></span></li>
    </ul></dd>
  </div>
  <div>
    <dt>User experience</dt>
    <dd><ul role="list">
      <li><span>Users should see their signature while composing</span><span><a href="#visual-preview-detailed-overview">Visual Preview</a>, <a href="#outlook-add-in-detailed-overview">Outlook Add-in</a>, <a href="#google-add-on-detailed-overview">Google Add-on</a>, <a href="#plain-text-block-ptp-detailed-overview">Plain Text Block (placeholder)</a></span></li>
      <li><span>Enforcement matters more than experience</span><span><a href="#stamping-detailed-overview">Stamping</a></span></li>
    </ul></dd>
  </div>
</dl>

:::note[Still deciding?]
If you’re a current customer, contact your account manager or email [help@opensense.com](mailto:help@opensense.com). Exploring Opensense? [Connect with our sales team](https://www.opensense.com/demo) to talk through which method makes sense for your organization.
:::
