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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​

After completing all required signatures and initials, a confirmation dialog appears automatically:

  1. The dialog confirms that all required signatures are complete
  2. Check the "I agree to the Terms and Conditions outlined in this agreement" box
  3. Click Finish to confirm the contract

If the customer wants to review the contract again before confirming, they can click Review to close the dialog and return to the document. The confirmation dialog reappears when they are ready.

After confirming, the customer sees a completion screen with the option to print the contract.

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The contract is not considered complete until the customer confirms. Signing alone is not enough — the confirmation step ensures the customer has reviewed the full document and explicitly agreed to the terms.