Documents to sign in onboardings and proposals

You can add a signing pack to an onboarding or a proposal. Your client signs the documents as part of completing the onboarding or accepting the proposal, with no separate link to keep track of.

Why it helps

• Clients sign while they're already in the onboarding or proposal.

• The onboarding can't be submitted, and the proposal can't be accepted, until the documents are signed.

• Signed documents from an onboarding are saved with the onboarding's documents.

Add documents to an onboarding

1. Open or create the onboarding (not a quick onboarding).

2. In Forms to sign, click Add a signing pack.

3. Choose the client, then add documents from your library or upload a PDF for this pack only.

4. Under Who signs, pick one of the onboarding's recipients. Click Add a person for more signers.

5. Click Add to onboarding (or Add pack if the onboarding has already been sent).

If you add a pack before saving, it shows as Not saved yet and is saved when you save or send the onboarding.

Your client sees a Documents to sign step for that company. They need to sign before they can submit. Each document shows who signs it, and turns green once it's signed.

Clicking Review and sign opens the same guided signing as a pack sent from the Signing page. See How your client signs.

The Forms to sign section lists each pack with its signers and status. Download the signed copies from the end of the row.

Add documents to a proposal

1. Open the proposal's setup.

2. In Forms to sign, click Add a signing pack.

3. Choose the documents and which of the proposal's signatories signs.

4. Click Add pack.

Your client sees a Documents to sign step and signs their forms before they can accept the proposal. Each signatory clicks Review and sign next to the documents with their name.

Tip: Open the proposal's preview and go to Documents to Sign to see this step as your client will. Click Preview to try signing as any signatory. Nothing is signed or sent.

Signing works the same way as a pack sent from the Signing page. See How your client signs.

You can't add a pack once the proposal is accepted, completed, cancelled or declined.

How these packs differ

• Everyone on the pack is a signer. There are no viewers or people copied in.

• There's no separate email, SMS or sign-in choice. Your client signs inside the onboarding or proposal.

• Automated signing reminders don't apply. Your Client Onboarding and Proposals reminders cover them.

• The pack uses 1 request when the onboarding or proposal is sent, or straight away if you add it to one that's already been sent.

• The packs appear on the Signing page, where you can view them. Manage them from the onboarding or proposal.