When to use
To collect a customer’s or prospect’s signature on a contract, proposal or term.Before you start
- ZapSign integration active.
- At least one contract template.
- The signer must have an email. Without it, the request is not created.
Create the request
1
Open the record
Open the customer and go to the Digital Signatures tab, or open the prospect and go to the Signature Requests tab.
2
Start the wizard
Click Create Signature Request.
3
Signer Data
Enter Document Name, Signer Name, Signer Email and Signer Phone. Name, email and phone come from the record and can be adjusted.
4
Contract Template
Choose the Contract Template. The Template Variables section appears for you to fill in the values the template asks for. In companies with the vehicles module, there is also the Vehicle field: it is reserved on creation and marked as sold on signing.
5
Payment
After choosing the template, the Payment step appears, already filled in with the template’s default condition. Adjust if necessary. See Payment plans.
6
Advanced Options
Define the identity verification for this document. See the table below.
7
Review
Check the preview and confirm. A notification confirms the creation; the document is prepared and the signature link appears shortly.
Advanced options
Send the link to the signer
On the document row, open Actions:- Copy Link: copies the signature link. If the document is still being created, wait a moment.
- Send via WhatsApp: sends the link through WhatsApp. For customers, a Message Template must be defined in the ZapSign integration.
Vehicle contract
On a vehicle’s record, the Generate contract action opens the same wizard with an initial step to choose the buyer (customer or lead).When creation fails
Frequently asked questions
The prospect signed. What happens?
The prospect signed. What happens?
They are moved in the funnel. If Auto-convert Prospect to Customer is on in the integration, the customer is created automatically.
Can I send the same contract to more than one signer?
Can I send the same contract to more than one signer?
Each request has one signer. If the integration has a company representative, they are added as a co-signer.
Related pages
Track signatures
Status, signed PDF and audit.
Set up ZapSign
Identity and branding defaults.