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Customer Signing Experience

Understanding what customers experience helps you guide them through the process and answer their questions.

Step 1: Review​

Customers click the link and see the full contract document:

  • All sections, terms, and conditions
  • Line items with descriptions and pricing
  • Optional selections if included
  • Total project cost

Step 2: Select Options​

If the contract includes optional items:

  • Customers check boxes next to items they want to include
  • Pricing updates automatically based on selections
  • Final total reflects chosen options

Step 2b: Fill In Custom Fields​

If the contract contains custom fields, customers are guided through each one:

  • Fields appear as interactive inputs embedded in the contract text
  • A Next button beside each field advances to the next one
  • Supported types include text inputs, dropdowns, multi-select, dates, checkboxes, and yes/no toggles

Step 3: Initial​

Customers initial required sections:

  • Specific terms that need acknowledgment
  • Payment schedules
  • Warranty information

Step 4: Sign​

Electronic signature is applied:

  • Draw signature with mouse, trackpad, or touchscreen
  • The signature canvas captures their handwritten signature digitally

Step 5: Confirm​

Final review and submission:

  • Check "I agree to the terms" box
  • Click Submit to complete their signature
  • Receive confirmation email immediately