The Sign section holds contracts and other documents that need a signature: acts, NDAs, addendums. A document is created from a template, filled with the contact's details and sent for signing.
The section is switched on in Settings → Modules & Entities.
Document list
The table shows the document type, its status and the contact. Statuses:
| Status | Meaning |
|---|---|
| Draft | Not sent yet |
| Pending Signature | Sent to the customer |
| Signed | All signatures collected |
| Declined | The signer refused |
| Expired | The link is no longer valid |
| Voided | Withdrawn by the company |
Creating a document
- Click Create Sign.
- Choose a template or start from a blank document.
- Choose a contact — their details are placed into the text.
- Check the text and save.
Templates
A template is a document with placeholders (customer name, address, amount). Templates are on the Templates tab. Create one for every kind of document the company uses regularly.
Sending for signature
Three delivery options:
- Email — the link goes to the customer's email;
- Link — copy the link and send it in any messenger;
- QR code — the customer scans the code and signs on their phone, handy when you meet in person.
A document can be protected with a password. The link has an expiry date. With several signers, each one gets their own link.
Declining and voiding
A signer can decline and give a reason. The company can void a document: every issued link stops working.
Audit trail and export
Each document keeps a log: when it was opened, when it was signed and by whom. The document can be exported to PDF at any time with the signatures collected so far.