Send documents electronically to speed up sales cycles. Use digital signatures for agreements that are legally binding.
This tab is available once your administrator has activated one of the e-sign services, such as the Scrive app.
Video 2:28 How to work with digital signatures
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:
- Choose which e-sign service to use:
- Drag-and-drop or select Upload from Computer if you have a document template or your own version:
- 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):
- Choose whether to send the document by email and/or SMS and click the toggle if you want them to sign with Bank-ID:
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: