LeadSimple

Learn what E-Signatures do in LeadSimple and how requests move from template setup to completed signed PDFs.

E-Signatures overview

Upload a PDF, add signer fields, and prepare a reusable E-Sign Template for workflow steps.

Create an E-Sign Template

Configure a workflow step to send a ready E-Sign Template, route signers, and prefill fields.

Add an E-signature step to a workflow

Choose the right signer for each role and understand how LeadSimple sends e-signature tasks automatically.

Assign signer roles and send e-signature requests

Use the Signatures page and contact activity to monitor signer progress and find completed signed PDFs.

Track e-signature requests and download signed documents

Fix common issues with missing templates, unmapped signer roles, blank required fields, email accounts, and failed sends.

Troubleshoot e-signature setup and sending

Chris Winn

Create templates, configure workflow steps, assign signers, track requests, and download completed e-signature documents.

E-Signatures

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