How to Send a Contract for Legally Binding E-Signature
Once a contract template is ready, you can send a completed copy to one or more contacts for electronic signature. Each signatory receives a private signing link, while you can follow the document's progress from Banana Cards.
Important: electronic-signature requirements vary by country and by document type. Banana Cards records signing activity and provides an audit trail, but you should confirm with a qualified lawyer that electronic signing is suitable for your agreement and jurisdiction.
Open the send flow
- Open Contracts.
- Select the contract template you want to use.
- Choose Send for signature from its actions.
Add the signatories
- Search for and select an existing contact.
- If the person is not in your CRM yet, choose Add new contact first.
- Add every person who needs to sign.
- Optionally enter a role for each person, such as Director or Witness.
- Continue to the next step.
Each signatory receives a separate private signing link. Make sure every selected contact has the correct email address.
Complete the contract details
Banana Cards lists the fillable fields detected in the template.
- Enter each value manually, or
- Choose Fill with AI to suggest values using the primary contact's saved information.
Review AI-filled values carefully. All required non-signature fields must be completed before the document can be sent.
Send and track the contract
- Review the signatories and completed variables.
- Click the send button.
- Banana Cards creates the document and opens its tracking view.
The recipient can open the private link, review the document, add a signature or decline with a reason. Banana Cards records document activity and displays each signatory's status.
From the template actions, choose View signed contracts to see documents already sent from that template and their current status.
After signing
The signed document includes the captured signatures and an audit trail. Recipients can download a PDF copy after signing, and the sender can return to the document record in Banana Cards.
If you cannot send
- Confirm that at least one signatory has been added.
- Check that each signatory has a valid email address.
- Complete every remaining fillable field.
- Review your plan's contract-signature allowance if a limit message appears.
- Keep the send window open until Banana Cards confirms the document was created.