Send documents electronically to speed up sales cycles. Use digital signatures for agreements that are legally binding.
This tab is available after your administrator has activated an e-sign app, such as SimpleSign or the Scrive app. Which e-sign apps you can activate depends on your country.
How to send a document via e-sign
- Click Sales & CRM → E-sign:
- Click +New e-sign:
- Select or search for the Company that will receive the document:
- If more than one e-sign app is active, choose which one to use:
- Drag-and-drop or select Upload from computer if you have a document template or your own version. The document must be a PDF:
- Select the sender (1), click the toggle if the sender will also sign (2), select recipients (3), connect to any related opportunity (4), select the language (5):
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Choose whether to send the document by email and/or SMS and click the toggle if you want them to sign with BankID. The SMS and BankID options are shown only if your e-sign app supports them. Phone numbers for SMS must start with a country code, for example +46. If a signer uses BankID from a country other than Sweden, enter their Personal identification number:
The order you add multiple recipients is the order the document is sent for signatures. Useful when you need to approve e-signs internally before sending to a customer.
- Click Confirm & send when you're finished
- Review the recipients and click Send:
- Click E-sign to view sent e-sign documents and check signing status:
- Click a document and you can revoke the document: