Quotes and contracts
How digital signing works where relevant
Send an approved document for signing, see who still needs to sign, and archive the signed file together with the agreement.
Step by step
- Prepare the document
Make sure the document is correct and approved.
- Add signatories
Choose the people who need to sign.
- Send for signing
Send the document following your process.
- Track status
See who still needs to sign and when the status changes.
- Save the signed document
Archive the document together with the customer or agreement.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.