Send Contracts for Legally Binding E-Signatures
Sending contracts for legally binding electronic signatures helps you close deals faster by eliminating the need for printing, scanning, and mailing physical documents. Our platform's signing process complies with major e-signature regulations, ensuring every contract is secure, timestamped, and legally enforceable.
This guide provides the complete process for preparing, sending, and tracking your electronic agreements.
Step 1: Prepare Your Document
Ensure your contract is ready for signature, whether you're using a template or uploading a PDF.
Insert Signature Blocks
Make sure the document includes designated signature placeholders for all required parties.
Review Dynamic Fields
Verify that all placeholders, such as {{TOTAL_PRICE}} or {{START_DATE}}, are accurately populated.
Save as Final
Confirm that the contract is saved and prepared for distribution.
Step 2: Send for Signature
Initiate the electronic signature process from your contract editor or list.
Initiate the Flow
Click the Send for signature button.
Add Signatories
Enter the names and email addresses of everyone who needs to sign the document.
Set Signing Order (Optional)
If a specific signing sequence is required (e.g., internal approval before client signature), enable Signing Order and drag-and-drop signatories into the correct order.
Include a Personalized Message
Add a clear email subject and body text to introduce the contract to the recipients.
Final Send
Click Send Request. The platform will immediately send a secure, unique link to each signatory via email.
Step 3: Recipient Experience
Signatories do not need an account on the platform to sign your document.
- Access: Recipients click the secure link in their email to open the document in a web browser.
- Review: They review the contract terms and details.
- Sign: Clicking a signature block allows them to type their name (rendered in a script font) or draw their signature using a mouse or touchscreen.
- Finalize: Once submitted, the document is instantly locked.
Step 4: Tracking and Security
After all parties have signed, the system automatically enables several compliance features:
- Automatic Audit Trail: A certificate is attached to the final PDF, logging the IP address, date, time, and email verification for each signature.
- Instant Notifications: You'll receive an email notification as soon as the final signature is applied.
- Storage: The completed, legally binding PDF is automatically archived in your Contracts dashboard, ready for download.
⚠️ Legal Note: Electronic signatures facilitated by this platform comply with global e-signature standards, including the U.S. ESIGN Act and the EU’s eIDAS regulation. Always consult with your legal counsel regarding specific compliance needs for your industry.