What can I send for signature?#
Anything you would email as a PDF and wait on: proposals, quotes with terms, service agreements, contracts, NDAs, onboarding forms. A document is built from blocks, so one template covers the whole deal from scope to signature.
| Block | What it does |
|---|---|
| Heading | Section and subsection titles |
| Text | Your terms with bold, italics, lists and merge fields |
| Pricing table | Line items, quantity, unit price, tax rate and a percent or amount discount, typed in or pulled from your products |
| Signer field | Signature, initials, date signed, text answer or checkbox, assigned to a signer role |
| Page break | Starts a new page in the signed PDF |
How do I create a proposal or contract template?#
Start in Document templates with New template. It opens with a ready-made service agreement (terms, a pricing table, initials, signatures and dates for you and your client) that you edit to fit.
Build a template and send it
Step 1: Create the template
Press New template and give it the name your team will pick from the list, such as "Monthly SEO agreement".Open templatesStep 2: Set the signer roles
Every template starts with Client and Business. Add up to 10 roles for co-signers, witnesses or partners.Step 3: Write the content
Add headings, text and a pricing table. Insert merge fields such as{{contact.firstName}}and{{business.name}}so every copy is personal.Step 4: Place the fields
Add signature, initials and date fields and assign each to a role. Mark the ones every signer must fill.Step 5: Choose the signing settings
Under Signing settings, pick Everyone at once or One after another, in role order, set when links expire and how often reminders go out.Step 6: Send it
On Documents, press Send a document, pick the template and the contact, check the signers, then tick Also text the signing links on the document and press Send for signature to reach them by email and SMS.Open Documents
| Merge field | Fills in |
|---|---|
{{contact.firstName}}, {{contact.name}} | The contact's first or full name |
{{contact.email}}, {{contact.phone}} | The contact's email and phone |
{{contact.companyName}}, {{contact.address}} | The contact's company and address |
{{business.name}}, {{business.address}}, {{business.email}} | Your business name, address and reply-to email |
{{date.today}}, {{document.title}} | The send date and the document's title |
What does signing look like for my client?#
Your client opens a private signing link on any phone or computer, reads the document with your logo, fills their fields, agrees to sign electronically, and types or draws their signature. No account, no download, no printer.
- Signers who disagree press Decline to sign and leave a reason, and the document moves to Declined with it.
- When everyone has signed, each signer gets Download the signed PDF.
- With payment turned on, the last signature leads straight to Continue to payment.
Can I get paid the moment a contract is signed?#
Yes. Add a pricing table and turn on payment in the signing settings. When the last signer finishes, Agent Studio creates an invoice from the pricing table, with the same products and prices, and sends the signer to pay by card. The deal closes and the cash arrives in one sitting.
How do I know who opened and signed?#
The Documents list filters by Waiting for signatures, Drafts, Completed, Declined, Expired and Voided, and each document shows every signer's status: link sent, opened, signed or declined.
- The Audit trail logs each send, delivery, open, signature, reminder and decline with time, IP address and browser.
- At send time the content is frozen and stamped with a SHA-256 Document hash, so the signed copy matches what you sent.
- Reminders go out every 3 days by default, up to 3 times, and links expire after 30 days unless you change it.
- Resend signing links, Copy signing link and Void are one click away on each document.
Each step also fires a trigger (Document sent for signature, Document viewed, Document signed by a signer, Document signed by everyone, Document declined, Document expired) and the Send a document for signature workflow action sends templates for you, for example the moment a deal reaches "Proposal".
Turn a signed proposal into payment with invoices, priced from your saved products.