Streamline Document Processes with New Flexible Signature Options

Great news for small business owners! A new feature has been introduced in your CRM that enhances how you manage documents and contracts. Let’s dive into the details so you can make the most of this exciting update!

📌 Why This Matters

Having flexible signature options is crucial for streamlining your document processes and ensuring compliance. With both typed and hand-drawn signatures, you can cater to your clients’ preferences while staying within legal requirements. This feature enhances the user experience and speeds up the signing process, making it easier for everyone involved.

✨ What’s New

• Draw Signatures Option: You now have the option to include hand-drawn signatures on your documents and contracts, giving clients the flexibility they want.
• Flexible Choice: Under Control Signing Settings, you can select either Draw Signatures or Both options, allowing for customized signing experiences that suit your business’s needs.

🛠️ How to Use It

1. Step 1: Navigate to Payments → Documents & Contracts and click on Settings.
2. Step 2: Select Document Settings from the sidebar.

Next, scroll to Control Signing Settings, choose Draw Signatures (or Both), and hit Save.

When a user fills out a document, they can click the Signature field. A pop-up will show the available options, which will be based on your configured settings.

💡 Pro Tip

Encourage your clients to use hand-drawn signatures for a personal touch that enhances trust and authenticity.