Fast to get going
What you need Before you begin?
Gathering these items before you sit down at the screen turns preparation into a matter of minutes, and prevents the most common cause of stalled contracts: a contract sent, then found to contain a mistake.
The correct legal namesThe company name as it appears in its commercial register, or the individual's name as it appears on their ID — not the name everyone uses in conversation.
Each signer's emailA working email the person opens themselves, not a general department inbox that may be ignored. And their phone number if you are going to require code verification.
The contract's essential detailsValue, payment method, term, effective date, and each party’s core obligations.
The file, if it is readyA final PDF or Word version if you are going to import it, along with the annexes that must be attached to the contract.
Choosing the signature levelDecide in advance what suits each party: a verification code, identity verification, or an accredited token? The decision depends on the value of the contract and on the receiving body.
The token to hand if you chose itIf the level required is a token signature, make sure the token and its certificate are within the signer's reach at signing time.
You do not need: Legal expertise — the templates are drafted by lawyers and the wizard leads you step by step; no technical expertise — no software to install and no servers to set up; and no account for the other party — they sign straight from the link. And if you would like to read up on the legal concepts before your first contract, start with Resources or Blog.