How to create a proposal or contract with e-signature

Step by step

Create the document

1. In the left menu, open Payments and click Documents & Contracts.
2. Click New (top right) and choose:
   • New Document: start from scratch in the editor;
   • Upload Existing PDF: import your PDF and place fields on top;
   • Import from Template Library: use a saved template.
3. In the editor, add content by dragging elements: text, images, video, tables, product list and page breaks.
4. To show pricing, add the product list element and choose the products.
5. Use variables (for example, customer name, created date, reference number) so details fill in automatically when you send.

Add the signature

1. Open Recipients and add everyone who needs to sign (the customer and, if needed, someone from your team).
2. Drag a Signature field to where it should be signed. You can also add Date, Initials, Text Field or Checkbox.
3. Click the field and, in the Properties panel on the right, under To be signed by, choose the right recipient.
4. Repeat for each person who needs to sign.

Collect payment on signing (optional)

1. Open the document's Payment Settings.
2. Choose One-Time or Recurring payment.
3. Turn on payment right after signing, or automatic invoice sending.

Send

1. Click Send.
2. Choose Send via Email (you can pick the email template and edit the subject and body) or Share via Link.
3. Check the preview and send.