Collect customer signatures on your custom documents π
NewΒ·
Martha Hearn
Martha HearnNeed 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
- β When creating a document template, check the "Require customer signature" box (make sure you make use of the signature variables in your template!)

- π¨ Create a document and share it with your Customer
- βπ½ The customer will be prompted to provide a signature

- π The document will be updated to include the customer's signature with the document tagged as signed in the files tab
