Sign

What it is for

Sign is e-signature for your contracts, agreements, estimates and forms. It lives next to your documents and clients, so a signed contract lands on the deal it belongs to.

What it does best

It places the fields for you. Drop in a PDF or a document from Docs, and Sign puts signature, initials and date fields on the right lines. You only adjust what it got wrong.

Common tasks

Send a document for signature

1. Open Sign and drop in the PDF, or open a document in Docs and choose Send for signature.
2. Check the fields. Drag any field to adjust it.
3. Add signers in the order they should sign. They do not need an account; each one confirms their email with a one time code.
4. You countersign last.

Sign in person

1. Open the document and choose to sign in person.
2. Hand your device to the signer. They review, agree to sign electronically, and sign right there.

See who still owes you a signature

1. Open Sign. Documents awaiting signature are listed first, with who is next.
2. Void a document you no longer need.

Find a signed copy

1. The signed PDF and its audit trail save to the client's folder in Drive.
2. They also link to the deal in Contacts.

Electronic signature consent and the audit trail

Before anyone signs, they are asked to agree to sign electronically and can choose not to. The audit trail records who signed, when, and how they confirmed who they are, so you have a record if a signature is ever questioned. Some documents, like certain wills and court papers, may still need ink; check the rules for your industry.

Today and at launch

How it connects

Documents come from Docs or an upload. Signed copies go to Drive and link to the deal in Contacts. Waiting signatures show on Home. After a contract is signed, the deposit invoice can go out from Money.