Operation 1
Send for signature
Place fields on the PDF you already have.
- 1
Open the customer or deal.
- 2
Choose New document.
- 3
Upload the PDF.
- 4
Place signature and date fields.
- 5
Send to the signer.
Operation 2
See who is outstanding
Know who has signed and who has not.
- 1
Open the document.
- 2
Check signer status.
- 3
Remind from the same record if needed.
Operation 3
File the signed copy
The completed file sits with the customer.
- 1
When signing is complete, open the document.
- 2
The signed file stays on the record — not only in email.