E-Signature Sign & Checkout

Sign & Checkout is the bridge between a sent order and a live contract. Send the order out for e-signature, watch the envelope's status from your books, capture the executed document, and countersign — activation happens right there, with no re-keying between the deal and the ledger.

Key capabilities

• Send for e-signature directly from the order
• Envelope status tracking with refresh, including sent timestamps and declined envelopes
• Signer reminders with a 24-hour cooldown between nudges
• Declined-envelope handling: fix the order and send a fresh envelope
• Capture the executed contract, or upload a copy signed offline — the paper trail attaches to the order
• Signature progress steps: Sent → Customer signed → Countersigned → Contract activated
• Countersign to activate: marking the order countersigned creates the live contract

How to use it

1. Open Order to Cash → Sign & Checkout and pick the order in flight.
2. Send it for e-signature (or upload an executed copy if it was signed offline).
3. Track the envelope; send a reminder if the signer stalls, or fix and resend if they decline.
4. Once the customer has signed, countersign — the contract activates and starts its billing lifecycle.

Pro tips

• The signature steps panel shows exactly which side the deal is waiting on — check it before chasing anyone.
• E-signature requires one-time workspace configuration; until then you can still upload executed contracts and countersign manually.