SENDING CONTRACTS FOR E-SIGNATURE

This is the process of sending contracts to clients for digital signing (e-signature).

👉 Clients can sign instantly from their device

WHY THIS MATTERS

• Faster deal closing

• No printing or scanning

• Legally binding agreements

👉 Removes friction in the closing process

HOW TO SEND CONTRACTS

OPTION 1: Manual Send

1. Open document

2. Click Send

3. Choose email template

4. Review and send

OPTION 2: Automated Send (BEST PRACTICE)

1. Go to Automation → Workflows

2. Add trigger (form, stage change, etc.)

3. Add action: Send Documents & Contracts

4. Select template

👉 Sends automatically when conditions are met

🔑 IMPORTANT INSIGHTS

✔ Must have email

Contract cannot be sent without a valid email

✔ Can send as draft (advanced use)

• Create contract first

• Review before sending

✔ E-signature is built-in

• Client signs directly

• No external tools needed

✔ Speed = higher conversion

Faster send → faster close

FREQUENTLY ASKED QUESTIONS

1. How do I send a contract for e-signature?

You can send it manually or automatically via workflows.

2. Do I need the client’s email to send a contract?

Yes 👍
A valid email is required to deliver the contract.

3. Can clients sign the contract from their phone?

Yes — contracts can be signed on any device (phone, tablet, or desktop).

4. Can I edit the message before sending the contract?

Yes 👍
You can customize the email or use a pre-made template.

5. What happens after the client signs the contract?

The system updates the status to signed, and you can trigger automations (e.g., notifications, next steps).

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.