Documents and signing

Use Documents on the deal page to send the write-up for electronic signature and track who has signed. Autopilot Sign lets the customer review and sign the document through a secure email link, while the salesperson and manager can record their signatures from the deal page when requested.

Open the deal’s documents

Open a deal, then select Documents in the left-hand navigation. The Deal documents list brings together the write-up and its signing requests.

The actions available depend on your access and the request’s status.

Send the write-up for signature

1. Review the deal’s details before sending its write-up.
2. In Documents, select Send document for the write-up.
3. Under Send to, choose Purchaser, or Joint purchaser when that option is available.
4. Check the Delivery email. This address is used for this document only; changing it here does not change the email saved on the deal.
5. If needed, use Also request signatures from to include the salesperson or a manager, where available.
6. Select Send document.

Return to the document list to review the request and its signature progress.

This video shows how to open Documents from the deal page and send the write-up for signature.

What the customer receives

The customer receives an email with a Review document link. They open the link, confirm their email address and request a six-digit verification code before viewing the document. They can then review and electronically sign it.

Review signing progress

Each request shows its status and signer information. Review who has signed and which signatures are still outstanding.

Where available, use Signed copy to open the signed document.

Sign as a salesperson or manager

When a request includes a salesperson or manager signature, an authorised signer can record it from Documents on the deal page.

1. Find the signing request in the document list.
2. Select Sign as salesperson or Sign as manager, whichever is available for your role.
3. Review the document and complete the signing form to record your signature.
4. Return to the request to check its updated signature progress.

A request can include the salesperson, manager, or both. Your available signing actions depend on the signatures requested, your access and whether your signature is still outstanding.

This video shows how to record the salesperson and manager signatures from the deal’s documents.

Resend or cancel a request

Use Resend to send the customer a fresh signing link for the same document request. This is available for an active request awaiting the customer’s signature, to accounts that can manage signing requests.

Cancel stops an active signing request. It cancels that request, rather than cancelling the deal itself.

For how the customer-signature check fits into moving a draft forward, see Understanding draft deals.