How to request a client's signature by email
Sending a PDF attachment and asking "sign it and send it back" usually ends in silence. Requesting the signature with a clear link and a simple process greatly increases the chances your client signs.
The attachment problem
If the client has to download, print, sign, scan and resend, most leave it for later. Every extra step is a chance for the document to go unsigned.
The way that works
With a signing tool, the client receives an email with a link, opens the document and signs in seconds from the browser. They need no account and install nothing.
And if they're slow to sign
A friendly reminder is usually enough to close the document the same day. Everything is recorded with its audit trail.
Frequently asked questions
How do I request a client's signature by email?
Instead of attaching the PDF and asking them to print it, send them a signing link. The client opens it, sees the document, signs on screen and confirms with a code. You get notified and receive the signed PDF without further email back-and-forth.
Why doesn't sending the PDF as an attachment work?
Because it pushes all the work onto the client: download, print, sign, scan and reply. Every step is a chance to drop off, and the returned scan leaves no record of who signed or when.
What if the client doesn't reply to the signing email?
You can resend the link to that signer from the dashboard, and correct their email address if you mistyped it. On paid plans an automatic reminder also goes out after 48 hours.
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