Guides
Signing scenarios
Customer signing workflow
Before you start
- The agreement PDF.
- The customer's details you need to prefill.
The workflow
- Prepare the agreement.
- Prefill customer information.
- Send to the customer.
- The customer signs.
- Retain the completed document.
Step 1: Prepare the agreement
Create a template from the agreement with fields for the customer, their name, account number, and any details you hold. See Create a template.
Step 2: Prefill customer information
Fill in the customer's details at send time so the document arrives complete and accurate. See Collect information before signing.
Step 3: Send to the customer
Send the request from your saved contact or with their email. The customer signs without an account.
Step 4: Customer signs
Track progress with signing progress and nudge if needed.
Step 5: Retain the completed document
When the status flips to completed, download the signed PDF, certificate, and audit trail for your records.
What happens next?
Your customer-facing documents are accurate (prefilled), fast (no retyping), and provable (sealed record). Reuse the template for the next customer.