Document signing lives in its own tool. Open Contracts from the app switcher in any tool's sidebar to reach the signing dashboard.
Click to create a new envelope, give it a title, and upload the PDF you want signed. You can set an expiration date if the offer shouldn't stay open indefinitely.
Add each signer by name and email, in the order you want them to sign. Then place fields directly on the document for each signer - signature, initials, date, or a plain text field for anything you need them to fill in - and mark any of them as required.
Sending emails the first signer a unique link to review and sign. As each signer completes their part, the next one in line is automatically emailed - signers don't all get the document at once. You can track every envelope's status - draft, sent, viewed, signed, declined, or cancelled - from the envelope list, and resend an invitation or cancel an envelope that's still in progress.
Recipients don't need an account - their emailed link takes them straight to the document. They review it, type their full legal name to act as their signature, tick a consent checkbox, and can preview how their signature will look before clicking to sign and complete, or decline instead.
Every step - the invitation being sent, the document being viewed, consent given, the signature applied, and completion or decline - is logged with a timestamp, and shown as an activity trail on the envelope. Once every signer has finished, EmpireVault produces the final signed document, which you can download alongside the original from the envelope's page.
When a customer accepts a quote, they're routed straight into this same signing experience to put their name to it - see What Your Customer Sees for how that connects. There's a single signing experience across both the standalone Contracts tool and quote acceptance.
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