E-signatures let you get contracts and forms signed online, without printing or posting anything. You create an envelope, add your document and signers, then send it and track the status. Here is how to do it.
From the CRMit menu on the left, select E-Sign. This opens your list of envelopes, where you manage everything you have sent for signing.
Click New Envelope. An envelope holds the document and everyone who needs to sign it.
Add the document you want signed. You can upload a PDF, such as a contract or form, so it is ready to send.
Add the people who need to sign, with their names and email addresses. Then place the signature fields on the document so each person knows exactly where to sign.
When everything is in place, choose Send for Signing. Each signer gets an email with a secure link to review and sign the document online.
Back in your envelope list, keep an eye on who has signed and who is still to sign. Once everyone has signed, the completed document is yours to keep.
Tip: E-signatures get documents back far faster than post. Your signers can sign from a phone in minutes, so nothing waits on the letterbox.
Design the documents you send for signing, and set up the contracts that often need a signature.
Book a quick demo and we will show you how e-signatures speed up getting documents signed.