• Send documents for signature from Person, Deal, and Company profiles using Instant Docs.
• Keep everything in one place—no third-party eSign tools required.
• Follow a simple two-step request flow (set recipients → place signature fields).
• Get real-time status updates and automatic activity logging for each request.

• You’re on the Grow plan (eSign is only available for Grow accounts).
• You’re using Instant Docs to generate your documents.
• An admin has configured eSign settings in the admin area.

• Internal Signature
  Choose the default internal signer (for example, a sales manager, CEO, or other authorized signer) who signs on behalf of your company.
• External Signature
  Define how external signatures are handled by default (for example, which contact should be used, or if the linked person should always be the signee).
• Expiry period
  Set how long an eSign request stays valid before it expires.

1. Go to a company, person, or deal record. (This depends on the type of record your admin has enabled the Instant Doc template for.)
2. Locate the Instant Docs tile and generate your document (for example, a proposal or contract).
   Click here for more information on how to set up an Instant Docs template.
3. Once the document is generated, click on the Request eSign button.

1. The Request eSign flow will open with a two-step process.
2. Pipeline CRM will pre-fill:
   • First signatory (typically your internal signer).
   • Second signatory (typically your customer/contact).
3. Choose who should sign first (an internal or an external party).

1. Use the drag-and-drop interface to place:
   • Signature blocks
   • Initials or other required fields (where applicable)
2. Assign each field to the correct signatory.

1. Review the layout and signers.
2. Click Send to start the eSignature process.

• The first signatory receives an email with a secure link to the document.
• The status in Pipeline CRM updates so you can track progress.

1. Email notification
   • The signer receives an email with a button or link to open the document.
2. Open the signing page
   • The document is displayed.
   • A thumbnail view appears on the left.
   • Signature fields and prompts are shown on the right or directly on the page.
3. Adopt and apply signature
   • Click on the signature area.
   • Click your full name to adopt your signature.
   • Click Agree and Finish to complete signing.
4. Next signer is notified
   • Once the first signer finishes, the request automatically moves to the next signatory.
   • When all signers are done, both parties receive a signed copy by email.

Mobile signing is supported. Turning the phone to landscape can make it easier on smaller screens.

• An eSign request is created.
• A document is successfully signed.
• A request is canceled.

• Email sent
• Document viewed
• Signature received from each party
• Completed or Canceled status

• When you cancel:
  • The request is stopped.
  • A cancellation email is sent to all relevant parties.
  • An activity is logged in the record.

• Use the resend email (often shown as a “bump” or “resend” CTA).
• This sends another reminder email to the signer who is currently due to sign.

• Activity scoreboard
• Track how many documents were:
  • Requested
  • Signed
  • Declined or canceled
• View performance for individual reps across selected time periods.