Use E-Signatures to send documents for signature from LeadSimple workflows, track each signer, and store the completed signed PDF in LeadSimple.
What E-Signatures do
Send a PDF for signature from a workflow step.
Route each signer based on the roles you configure in the template and workflow.
Email signing links from the task assignee or workflow owner using their connected email account.
Track whether a request is pending, sent, opened, completed, declined, expired, or failed.
Save completed signed PDFs in the Signatures page and on related contact activity.
Where to find E-Signatures
When E-Signatures are enabled for your account, you will see Signatures in the left navigation.
Signatures > Templates: Upload PDFs and create reusable document templates.
Signatures > Documents: Review sent requests, signer status, and completed signed files.
Workflow editor: Add an E-signature step and choose the template that should be sent.
How the workflow works
An admin creates a reusable E-Sign Template from a PDF.
The admin adds signer fields and any fillable fields in the template builder.
The admin adds an E-signature step to a pipeline or process workflow.
The workflow step maps each template signer role to the right LeadSimple role, user, or contact role.
When the task becomes due, LeadSimple sends the request automatically.
The task completes after all signers finish.
Before you start
Your account must have E-Signatures enabled.
The user who sends the request must have a connected email account.
Each signer must resolve to exactly one person with an email address.
For pipeline deals, assign signer roles to deal contacts before the request sends.
If you do not see Signatures in the left navigation, contact your account admin or LeadSimple Support.