How to send a document for your client to sign
Collecting a client's signature used to mean printing, sending by courier or coordinating a meeting. Today you can send a document for signature and get it back signed in a matter of minutes, with the other person installing nothing.
Step 1: prepare the document
Have the PDF you want signed ready and the recipient's name and email at hand. Make sure the document is in its final version, since the signature will be applied to that file.
Step 2: send the signature request
Upload the PDF and enter the recipient's name and email. The system generates a unique, secure link and sends it by email. Your client doesn't need to create an account to sign.
Step 3: your client signs from anywhere
The recipient opens the link, draws their signature and confirms with a verification code. They can do it from a computer or phone, anytime and anywhere.
Step 4: receive the signed document
As soon as they sign, the PDF is complete with its audit trail and ready to download. You have proof of who signed, when and from which device.
Tips to close faster
Confirm the recipient's email before sending and let them know they'll receive the link, so they don't mistake it for spam. If they're slow to sign, a reminder is usually enough to close the document the same day.
Save your frequent contacts: that way sending a new document to a regular client takes just a few seconds.
Frequently asked questions
How do I send a document for my client to sign?
Upload the PDF, place the signature field for each person on the document, enter their name and email, and send. Each signer gets their own link with a verification code. Once everyone has signed, you receive the PDF with its signature certificate.
Can I send the same document to several people?
Yes, up to five signers per document, each with their own signature area. You can send it in parallel, so everyone receives it at once, or sequentially, where each person gets their turn only after the previous one has signed.
How do I know if my client has seen the document?
The dashboard shows each signer's status separately: pending, viewed or signed. That tells you whether the delay is because they haven't opened the email or because they opened it and didn't finish signing.
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