1. Start with the final PDF
Confirm the content before sending. Last-minute changes after recipients have started signing usually cause delays and confusion.
A clear version upfront makes the rest of the process smoother.
2. Add recipients and send securely
Invite the right recipients and send a secure signing link. This keeps control over versioning and avoids messy attachment chains.
Recipients can sign in the browser without extra software.
3. Track progress and close faster
Once sent, track who opened and signed. Visibility helps you follow up at the right time and move agreements forward faster.
When complete, keep the signed PDF and history together for easier internal follow-up.