Send contract for signature

Create a signature request from the customer or prospect record: signer data, template, payment, identity options and review.

The Create Signature Request wizard builds the contract from a template, sends it to ZapSign and generates the link for the signer.

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When to use

To collect a customer’s or prospect’s signature on a contract, proposal or term.

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Before you start

• ZapSign integration active.
• At least one contract template.
• The signer must have an email. Without it, the request is not created.

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Create the request

1. Open the record

   Open the customer and go to the Digital Signatures tab, or open the prospect and go to the Signature Requests tab.

2. Start the wizard

   Click Create Signature Request.

3. Signer Data

   Enter Document Name, Signer Name, Signer Email and Signer Phone. Name, email and phone come from the record and can be adjusted.

4. Contract Template

   Choose the Contract Template. The Template Variables section appears for you to fill in the values the template asks for. In companies with the vehicles module, there is also the Vehicle field: it is reserved on creation and marked as sold on signing.

5. Payment

   After choosing the template, the Payment step appears, already filled in with the template’s default condition. Adjust if necessary. See Payment plans.

6. Advanced Options

   Define the identity verification for this document. See the table below.

7. Review

   Check the preview and confirm. A notification confirms the creation; the document is prepared and the signature link appears shortly.

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Advanced options

Field	What it is for
Authentication Mode	Identity verification method required from the signer.
Selfie Validation Type	Selfie verification. Overrides the integration’s default for this document.
Signer Identity Requirements	Require CPF, validate CPF (Receita Federal), require RG.
Photo Requirements	Require selfie and document photo.
Signer Qualification	Signer’s role, which appears in ZapSign’s audit report.
Redirect Link	Address where the signer goes after signing (optional).
Automatic Reminders	Off, every 1, 3, 7 or 14 days, by email.

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Send the link to the signer

On the document row, open Actions:

• Copy Link: copies the signature link. If the document is still being created, wait a moment.
• Send via WhatsApp: sends the link through WhatsApp. For customers, a Message Template must be defined in the ZapSign integration.

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Vehicle contract

On a vehicle’s record, the Generate contract action opens the same wizard with an initial step to choose the buyer (customer or lead).

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When creation fails

Message	What to do
Validation Error (email required)	Fill in the signer’s email.
Integration Error	Check that the ZapSign integration is active.
Document with Failed status	The plan’s signature limit may have been reached, or there may be an error in ZapSign. See Track signatures.

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Frequently asked questions

The prospect signed. What happens?

They are moved in the funnel. If Auto-convert Prospect to Customer is on in the integration, the customer is created automatically.

Can I send the same contract to more than one signer?

Each request has one signer. If the integration has a company representative, they are added as a co-signer.

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Related pages

Track signatures

Status, signed PDF and audit.

Set up ZapSign

Identity and branding defaults.