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Tracking Signatures

Monitor signature status in real-time to know when contracts are ready.

Contract Status

The contract displays an overall status that reflects where it is in the signing process:

StatusMeaning
Awaiting SignatureSent to signees, waiting for signatures
Awaiting CompletionAll parties have signed, but one or more clients have not yet confirmed
CompleteAll parties have signed and all clients have confirmed
CancelledContract was cancelled
VoidContract is void

Signature Status Dialog

Click the signature status on a contract to open the Signature Status dialog. This shows a detailed per-signee breakdown:

  • Sent date — when the contract was sent for signature
  • Per-signee progress — each signee shows their name, role (Company or Client), and a count of completed items (e.g., "3/4 signed")
  • Section-level detail — for client signees, each section requiring initials or a signature is listed with its completion status and timestamp
  • Confirmation status — client signees show a "Completed" row indicating whether they have confirmed the contract by clicking Finish

This dialog gives you full visibility into exactly where each signee is in the process.

Following Up

For pending signatures:

  1. Check status using the Signature Status dialog
  2. Contact signee directly if time-sensitive
  3. Resend link using the "Resend" button if the email was lost