How to Send Contract Templates for eSignature

Business operations rely on contracts, but drafting, sending, and eventually getting them signed can be a time-consuming process. That is why businesses depend on contract templates for the creation of agreements that follow a similar structure, which makes the process much easier, as one does not have to create the document from scratch. 

When the templates are integrated with electronic signature, the entire signing process becomes seamless and convenient for everyone involved in the process. Solutions like SignPaperless are helping businesses in the creation of digital documents that are ready to be signed and can be managed entirely online. 

The Need to Use Contract Templates for Electronic Signatures

A strong foundation is laid for recurring documents to follow with the creation of a contract template. The digital solutions offering contract templates and eSignature facilities understand the time-consuming, tiring process of creating new similar kinds of documents separately for different employees, vendors, and clients. So, overall, it is better to have a standardized version of the document, which can be used time and time again. 

But having a contract template won’t make the signing experience smooth and errorless. To ensure that the document news is edited from time to time depending on the business needs with correct data. Besides that, it also needs to be sent to the concerned personnel, and after it gets signed, the document also needs to be stored securely. 

That is where eSignature software comes into play. This tool can integrate the document preparation process with the signing workflow. With the help of this, businesses can send contracts directly to the appropriate people and will also be able to monitor the entire signing process with time-to-time reminders.

Creation of Contract Template

Before sending the contract to get an electronic signature on it, one needs to ensure the document has every required field and is easy to understand without any technical jargon. While drafting, one needs to understand which sections to keep, and which areas need to be customized depending on the recipient. This can be best understood with an example of a service agreement where the terms and conditions remain fixed, but the following fields require changes: 

• Client or company name
• Address and contact details
• Agreement date
• Pricing or payment terms
• Signature and initials
• Additional notes or information

Marks should be clearly marked, and the template should be easy to customize to reduce the probability of missing information. Last but not least, the document needs to be reviewed before uploading it in the signing tool. From language accuracy to the version of the document that is being sent, everything needs to be checked. 

Uploading and Adding Required Sections 

Once the template gets ready, then uploading it to a signing solution like SignPaperless is the next step. An eSignature software offers the facility to add interactive fields so that the recipient understands where to fill in which information. Based on the type of the document, these fields can be

• Signature boxes
• Date fields
• Text fields
• Checkboxes
• Initials

You should go with a platform like SignPaperless, as we bring in document creation with the help of templates and electronic signing of digital documents into one single workflow. 

Adding the List of Recipients and Signing Instructions 

After all these are done, the email addresses of everyone who can access and review or edit the document need to be filled in. This needs to be done with precision, as these contracts often contain sensitive information. A brief instruction can also be added along with the document to make the recipients understand the need of the document. 

While selecting the eSignature platform, one should look for solutions that allow you to create documents within a few clicks and enable you to keep track of the status of the document.

Document Sending and Tracking 

Once everything has been reviewed and the contract has been sent for signing, the tracking of the digital document begins. The organization should not rely on email conversations to get to know the status of the document. The signing system will keep them updated, whether the document has been signed or not. 

In case a recipient has not acknowledged the agreement by putting his signature on it, then a reminder will be sent automatically from time to time to prevent the document from getting stuck at one stage of business operation. 

Takeaway Thoughts

The process of creation and sending of documents digitally should not be complicated. With the help of a reliable template with all the required fields, adding recipients, and tracking the signing process, a smooth workflow can be created by businesses with the help of the right eSignature platform. 

So, if you are looking for one such solution to make your day-to-day business operations hassle-free, then look no further and partner with SignPaperless today to ensure the document preparation, digital signing, tracking, and management all get completed in minutes.