You and your clients can sign documents directly from a secure link. There are no monthly limits on the number of contracts you can send or eSignatures you can collect.

  1. Dashboard > Contracts

  2. Click Create a new contract button

  3. Enter the contract name.

  4. Select signatories.

    1. Your contact information will display automatically

    2. Select a contact via search or by adding a new contact

  5. Upload a pdf contract. Optionally, you can add a Signer PIN.

    Note: The Signer PIN is a way to make sure your contract is secure. Add a layer of security by requiring all parties to enter a code before viewing and signing your document. To communicate the PIN, we would recommend sharing it with your client by phone (most secure) or text.

  6. Next steps functionality helps you customize and control what happens after your client performs a certain action on your website, such as signing a contract.

    1. You can customize the Success message after submission field.

    2. Select a Next step of your choosing. Here are the five options available in the dropdown.

      1. None - stay on the same page and only display the success message. Note: This action is not recommended for this tool.

      2. Complete a form - go to the selected form.

      3. Schedule an appointment - go to the selected scheduling form

      4. Make a payment - go the the selected checkout page

      5. Redirect to another page - go to the specified section / page / URL / media. This is selected by default.

    3. Make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.

      1. For this example, we will select Make a payment since this is a common next step after a client signs a contract.

      2. Select the payment template from the list or create a payment template by clicking Add new payment template.Then click Save.

    4. After the appropriate details have been selected (for this example, the Payment details), it displays in the interface.

  7. After all of the required information is added, the Generate contract button will be enabled. Click the Generate contract button when you are sure that all of the information is accurate so you can mark up the contract.

  8. To mark up the contract with fields like signature fields, and date fields, use the interface on the right side to select the party (in green or blue) and then drag the field you’d like to add.

  9. You can move and resize fields after you drag them onto the contract.

  10. You can also set certain fields as required or not required by clicking on the Required checkbox on the top left corner of the contract.

  11. When you are ready to send the contract, click the Send button on the top right corner.

  12. The contract will display in your Contracts dashboard with the status of Sent.

  13. After sending the contract, both you and the other party will receive emails from Eversign, our trusted eSignature provider, linking to the contract for you and the other party to sign.

    1. You will receive email notifications when the other party opens the contract and signs the contract.

    2. Once the contract is signed by both parties, you will both receive an email with a pdf of the signed contract.

    3. The contract’s status will change to Signed.

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