---
title: Sending contracts and collecting eSignatures
description: Sign contracts and other documents with B12's eSignatures tool
---
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# Sending contracts and collecting eSignatures
## Learn how to send contracts and documents for signing using B12’s eSignatures tool.
|  Written by: Meredith Last updated: 30 Dec., 2025 |
| --- |
You and your clients can sign contracts and documents directly through a secure link. There are no monthly limits on the number of documents you can send or eSignatures you can collect.
**Tip:** If you want to reuse a document in the future, consider creating a template instead. [Learn how to create a template.](https://support.b12.io/en/articles/7354798-how-to-create-and-use-templates-for-esignature?hsLang=en)
### Creating a new contract document
1\. In the left sidebar menu, click `eSignatures`.
2\. Click `Create a new document`.
**Note:** If you've created a document previously, click `+New Document` in the top right corner.
3. Click `Blank document`.
- Enter the document name.
- Select signatories.
- - You can customize the sender from the **From** section.
- Click **Add a recipient** to add a recipient from your existing list, or you can create a new one by clicking **Add new**.
- Upload a PDF document. Optionally, you can add a **Signer PIN**.
**Note:** The Signer PIN is a way to make sure your document 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.
- Next steps functionality helps you customize and control what happens after your client performs a certain action on your website, such as signing a document.
- - You can customize the **Success message after submission** field.
- From the **Next step** dropdown, select one of the following:
- - - **None** - stay on the same page and only display the success message. Note: This action is not recommended for this tool.
- **Complete a form** - go to the selected form.
- **Schedule an appointment** - go to the selected scheduling form
- **Make a payment** - go the the selected checkout page
- **Redirect to another page** - go to the specified section / page / URL / media. This is selected by default.
**Note:** Make sure you provide the required details for your chosen step, such as selecting a payment template if you choose **Make a payment**.
4. Once all required information is added, the **Generate document** button becomes active. Click `Generate document`to open the markup view.
5\. From the **Recipients** panel on the right, select a party. You will be shown in green and your client will be shown in blue.
6\. Drag and drop fields such as signature or date fields onto the document.
- Resize or move fields as needed.
- Mark fields as **required** by checking the box at the top left of the document.
7\. When finished, click `Send` in the top-right corner. The document appears in your eSignatures dashboard with the status **Sent**.
- Both you and your client will receive an email from Xodo, B12’s eSignature provider, with a secure link to view and sign the document.
- You’ll also receive notifications when your client opens and signs it.
- Once all parties have signed, both you and your client receive a PDF copy by email, and the document status updates to **Signed**.
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