The Signer Sends the paperwork and gets it signed.
SoftSync E-signature
Send it. Get it signed. Done.
Send a quote or contract for signing straight from the deal. Customers sign from any device, and you keep the sealed signed copy on the record.
Deals close without printing.
- Send from the deal.No other tool and no printing.
- Choose the order.Sign in order or all at once. Your team can sign too.
- Keep a sealed copy.It stays on the record with its history.
Start with the work you already do
From deal to signed.
Place the signing fields, pick the people and the order, and send.
Prepare
Show exactly where to sign.
Drop signature, name, date, and email boxes on the page. Some fill in when the signer signs.
Send
The customer first, then your team.
Add each signer, choose In order or All at once, and send. Reminders go out until it is done.
See how it worksSigned
The signed copy lands on the record.
Customers sign from any device. You get the sealed copy and a clear history.
Make it fit your business. Signers confirm with a one-time code. Every step is in the history, and you can cancel or send again.
A simple way to use it
How signing goes.
Four steps from a finished PDF to a signed copy.
- 01Pick the PDF on the deal
- 02Place the signing fields
- 03Add the people and choose the order
- 04Send it, and reminders go out until it is signed
Questions, answered
A few things people ask before they start.
Short answers on signers, links, reminders, and the signed copy.
Who can sign?
Anyone you add with a name and email, on any phone or computer, with no account. You can pick people from the record or a linked record, and you can add your own team as signers too.
What does the signer see?
An email with a button, then a page where they confirm with a 6-digit code sent to the same address and agree to sign electronically. They only see their own boxes, and can type, draw, or upload a signature.
How long does the link last?
30 days by default. You can set it from 1 to 120 days when you send.
Can I remind someone or cancel?
Yes. Reminders go out by themselves, every 3 days by default, and you can turn them off. You can send the email again, fix a name or address, or cancel. Only the sender or an admin can do this.
What if a signer declines?
They must give a reason. You and anyone who already signed are emailed, the file shows Declined, and you can change it and send it again.
Where is the signed copy?
A new file named like the original with (signed) is added next to it on the record, and everyone is emailed a copy. It lists who signed and when, and carries a digital seal.
Can I use my own PDF?
Yes. Upload it to the record's Files tab, place the signing fields, and send. You can also make the PDF from a template first.
Ready when you are
Get your next deal signed without printing.
See a contract go from the deal to signed.