Get a document signedNew
A contract signed online, with a record of who signed it and what they agreed to.
Written 2 October 2026 · updated 8 October 2026
What is said in this recording
Any document you send can ask for a signature. The customer opens it, types their name, and confirms a sentence that is stored word for word — with the date, and where it came from. There is nothing to set up and nothing to pay.
Step by step
- 1
On the Documents card, choose Ask for a signature.
Only offered on documents the customer actually gets.
- 2
On a PDF, choose Choose where they sign.
The page is drawn on screen. Click the signature line on your own contract and the block appears where you clicked; Save this spot keeps it. Use the usual spot drops it low on the last page if the document has no line of its own.
- 3
If the form has its own date line, choose Place the date separately.
Then click that line. Without it the date sits under the name, where a signature block normally carries it.
- 4
Send the quote, invoice or appointment.
The email names the document and says it needs signing.
- 5
They open their page and choose Read & sign.
The document is one tap above it, and the page says to read it first.
- 6
They type their name, and their position if they are a business.
The sentence underneath is built as they type, so they read their own name in it rather than a block of small print.
- 7
They tick it, and that is the signature.
The button stays greyed out until the box is ticked.
- 8
Everyone gets a copy.
You get an alert with the document attached, and so do they. The job it belongs to shows it too.
Worth knowing
What is actually recorded
Their name, their position where there is a business to hold one at, the exact sentence they agreed to, the date and time, and the address and device the request came from. That is what an electronic signature is, and under the Electronic Communications Act 2000 it stands for ordinary commercial agreements.
A company cannot click anything — a person does
So for a business customer the sentence says they are authorised to agree on that company's behalf, and asks for their position. The question in a dispute is never whether somebody clicked, it is whether they were allowed to.
It records, it does not block
A quote can still be accepted and a job can still go ahead with the signature outstanding. Holding the work hostage to a tick box would cost you the job and prove nothing.
The record page is added either way
Placing a block puts the name on your own signature line, where somebody reading the contract expects it. It does not replace the page on the end that lists the sentence they agreed to, the time, and where the request came from — that page is the evidence, and it is appended whether or not you placed anything.
Only a PDF can carry a placed block
A Word file or a photograph cannot be drawn on, so the control is not offered on one and the signature goes on the appended page alone. Send your contract as a PDF if you want the name on the line.
Once it is signed, the spot is fixed
Where a signature sits is part of the signed copy — the customer may be holding it — so a given signature cannot be moved. Choose the spot before you send it. Put it back on the end page undoes a placement that has not been signed yet.
It can only be signed once
A second visit to the same link cannot replace whose name is against it, and a signed document can no longer be deleted — only withdrawn from the customer. A signature pointing at nothing is worth less than no signature.