Sending a service agreement for e-signature · Help centre

Send a service agreement to the participant, their nominee or guardian to sign online, follow up, or sign it in person on a device.

Before you begin

Permission to send quotes; for in-person signing, permission to sign quotes.
A service agreement in Draft status with at least one priced support.
If a nominee or guardian signs, they must be recorded in the participant’s contacts with an email address or mobile.

Open the agreement from Billing → Quotes and agreements and select the E-signature tab.
In Who signs, choose the participant or a contact recorded as their nominee or guardian.
Check Send to (email). Leave it empty to use the address on file.
Select Send for e-signature. The status changes to Awaiting signature.
The signer receives a link and, when they open it, a one-time code by email or SMS that expires in 10 minutes.

Service agreement E-signature tab with Who signs set to a nominee, the email filled in and the Send for e-signature button

Watch the Waiting on a signature list on Billing → Quotes and agreements: each entry shows who it was sent to and whether it was viewed or not opened.
Automatic reminders follow your quote settings (by default 4, 7 and 14 days after sending). To nudge sooner, open the agreement’s E-signature tab and select Send reminder.
To send several reminders at once, tick agreements in the list and select Send signature reminder. Agreements reminded in the last 24 hours are skipped.
To change the signer, use Resend to this signer after updating the fields, or Cancel request to return the agreement to draft.

On the E-signature tab (or the header when awaiting signature), select Sign in person now.
Choose the signer, read the agreement summary with them and have them sign on the signature pad.
Add a Witness (optional) and tick the box confirming they have read the agreement or had it explained.
Select Complete signature. The signed PDF is stored on the participant’s documents.

After signing, the schedule of supports and agreed rates are written for rostering and invoicing, and Draft recurring roster becomes available.
An easy-read version can be produced: switch on Easy-read version when you create the agreement.

Add an email or mobile to the participant or contact record, or type an address in Send to (email).

Select Submit for approval. Send it once it is approved in Home → Approvals inbox.

Add the contact with the nominee or guardian role on the participant’s record, then come back.

The agreement was edited after sending. Send it again so the signer sees the current version.