FreedomSoft’s built-in digital signing feature allows you to send contracts and documents for signature directly inside your account—no need for third-party tools like DocuSign, HelloSign, or SignNow. Once a document is generated, you can quickly prepare, send, and track signatures.
How to Add and Send a Document for Electronic Signatures
-
Generate the Document
-
If you haven’t created the document yet, follow this tutorial to generate it first.
-
Once generated, click Sign to begin preparing it for electronic signatures.
-
2. Select Signers
-
-
Click in the Signer’s Name box to choose people directly from the record in FreedomSoft:
-
Sellers tied to the record
-
Active users on the account
-
Linked buyers (buyers must first be linked to the record from the Lead Details page using the buyer link icon)
-
-
-
The primary email for each signer will auto-populate.
- To add more signers, click Add Signer.
3. Prepare the Document
-
Click the next arrow to open Prepare Documents.
-
Choose from five elements to place on the document: Signature, Initials, Textbox, Checkbox, Date.
-
Drag and drop each element onto the document.
- Assign each item to the correct signer from the dropdown list.
Note: that every item you add to the contract/document MUST have someone selected from the drop down for that particular item like you see above.
- Once the necessary items have been placed onto the contract/document, click to proceed to the next step.
Review & Send
-
Add a mandatory Document Title.
-
Optionally, include a custom email message to signers.
-
Click Send Document.
Tracking Signed Documents
-
Track all contracts and documents out for signature by clicking the Signed Documents icon at the top of FreedomSoft.
-
Expand a document’s details using the black triangle to view Viewed At, Signed At, and Completed Date timestamps.
- Once completed, the signed version will automatically be saved under the Attachments page of the lead record where the document was generated.