Send a document for e-signature

3 min read

Send sales agreements, rental waivers, and other documents for a real e-signature, and track them from sent to signed.

Send a document

  1. Open Admin → Documents & e-sign (/your-slug/admin/documents).
  2. Click Send for signature and pick a template (for example Rental Agreement or Sales Contract).
  3. Enter the signer's name and email, then send.
  4. The signer gets an email with a secure link to review and sign in their browser. No account required.

Track status

Each document shows its status (Sent, then Viewed, then Signed). When it is signed, the status flips automatically and the completed PDF is stored on the record.

Templates

Three templates ship ready to use, and the signing pages and emails are branded to match your storefront.

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