Getting contracts signed shouldn't involve printing, scanning, or chasing. TrustPager's built-in e-signing lets you send any document for electronic signature. Your client gets a secure link, signs on their phone or computer, and the signed copy is stored on the opportunity automatically.
Sending a Document for Signing
From the document editor, click Send for Signing. A modal opens where you configure who needs to sign — add their name and email, optionally set a signing order if multiple people need to sign in sequence, and hit send.
Each signer receives a separate email with their own secure link.
What Your Client Sees
Your client receives an email with a link to the signing page. For security, they first enter a PIN code (sent in a separate email). Once verified, they see the full document and can review it before signing. The signature is captured directly on the screen — works on desktop, tablet, and mobile.
After Signing
Once all signers have signed, the document is marked as complete. The signed copy — with all signatures embedded — is permanently stored on the opportunity. An activity is logged, and you receive a notification confirming the signing.
Managing Signing Status
The Signing Envelopes page shows the status of every document sent for signing: pending, partially signed, completed, or voided. If a signer hasn't opened the email, you can resend it with one click.
Tip: E-signing works with any document created in the document builder. Build your proposal with sections and merge fields, review it, then send for signing — all without leaving TrustPager.
