How to send a document for your client to sign

·5 min read

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.

Start signing for free

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