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Collect customer signatures on your custom documents ๐Ÿ“

Newยท
Martha HearnMartha Hearn

Need your customer's confirmation on a document you've shared with them?

Our newest feature lets you collect customer signatures without friction, giving you full control over how the signatures are included in the document.

Getting started

  1. โœ… When creating a document template, check the "Require customer signature" box (make sure you make use of the signature variables in your template!)

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  1. ๐Ÿ“จ Create a document and share it with your Customer
  2. โœ๐Ÿฝ The customer will be prompted to provide a signature

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  1. ๐Ÿ“ The document will be updated to include the customer's signature with the document tagged as signed in the files tab

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