Send a PDF for e-signature
Start the request from the client's Inbox workspace so the signed document stays with the conversation and the contact.
Electronic Signatures
Get the signature without sending the client to another app
Send a PDF for e-signature from the same contact you already message. Set the signature fields, deliver by email or SMS, and review the history on the client record.
What your office can send for signature
Use e-signatures for the PDF that needs a signature. Use Documents when you still need the file itself.
Configure signature fields
Mark the places the client needs to sign before you send the request.
Deliver by email, SMS, or both
Send the signature request on the channel the client actually uses.
Review signature history
Open e-signature document history from Inbox without hunting through a separate signing tool.
Automate the send
An Automation can send a PDF for e-signature as part of onboarding, engagement letters, or post-prep follow-up.
From request to signed file
The signature request is another client action attached to the same tax-office record.
- Choose the documentSend a PDF from Inbox or let an Automation send it at the right step.
- Set the signature fieldsTell the client exactly where to sign.
- Deliver the requestEmail, SMS, or both, in the language your office already uses with that client.
- Keep the historyReview the signed document on the contact instead of a disconnected inbox.
Connected to documents, follow-up, and Inbox
Signatures sit next to the files and messages your team already uses.
DocumentsCollect the files that still need to be uploaded before anyone can sign.
InboxSend for signature from the client conversation.
AutomationsSend signature requests as a step in follow-up.
Get the signed PDF back on the client record
Send for e-signature from Conecta, keep the history with the contact, and stop bouncing clients between tools just to sign.