Documents & Contracts
Sending Documents for E-Signature
Documents & Contracts
Sending Documents for E-Signature
Lead Fuel CRM allows you to send documents for electronic signature, providing a seamless and professional experience for your clients. Track the entire signing process from delivery to completion.
Sending a Document
Step 1:Open an existing document or create a new one from a template.
Step 2:Review and customize the content for the specific recipient.
Step 3:Ensure all signature fields, date fields, and fillable fields are placed correctly.
Step 4:Click "Send for Signature."
Step 5:Select the recipient(s) from your contacts or enter their email address.
Step 6:Add an optional personal message that will appear in the signing invitation email.
Step 7:Set an expiration date if the document has a time limit for signing.
Step 8:Click "Send" to deliver the document.
The Signing Experience
When a recipient receives a document for signature:
- They receive an email with a link to view and sign the document.
- The document opens in a secure browser-based viewer.
- Signature fields and required inputs are highlighted for easy completion.
- The signer can draw, type, or upload their signature.
- Once all required fields are completed, they click "Submit" to finalize.
- Both parties receive a signed copy of the document via email.
Tracking Document Status
Monitor the progress of sent documents from the Documents dashboard:
- Draft: Document created but not yet sent.
- Sent: Document delivered to the recipient's email.
- Viewed: Recipient has opened and viewed the document.
- Signed: All required signatures have been collected.
- Expired: The document passed its expiration date without being signed.
- Declined: The recipient declined to sign the document.
Sending Reminders
If a document has not been signed within your expected timeframe:
- Click on the document and select "Send Reminder."
- The recipient receives a follow-up email prompting them to complete the signing.
- You can also set up automatic reminders at configured intervals.
Tip: Set a reasonable expiration date (7-14 days) on proposals and quotes to create urgency and prevent them from sitting unsigned indefinitely.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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