Why signing should happen right where you work
TL
Tara Lin · Account Executive
"The customer said yes over the phone. Now I have to email them a PDF, ask them to print it, sign it, scan it, and email it back. I won't know it's done until I go check my inbox myself."
A deal isn't really closed until it's signed — even after the customer says yes. Every extra step between "yes" and "signed" is a chance for the deal to stall. The paperwork can also get lost along the way.
What you get out of it
You send the document for signature right from its record (the page for that one quote or contract). Its status updates on its own, so you never have to chase a scanned PDF over email.From "Request Signature" to "Signed"
Open any record — a Quote is a good example. A record is just the saved page for one thing, like one specific quote. Click its "Signatures" tab, and you can send a new request and watch its status from there.
| Status | What it means |
|---|---|
| Pending | You created the request, but the email hasn't gone out yet (or email sending isn't set up) |
| Sent | The signing email has gone out to the person who needs to sign (the "signer") |
| Signed | The signer looked over the document and signed it |
| Declined | The signer chose not to sign |
| Expired | Nobody signed within 14 days, so the signing link stopped working |
The signer doesn't need an account
The signer just clicks the link in the email. They don't need a SmartLite account of their own. If email isn't set up yet, click "Copy link" and share the signing link yourself, however you like.1 Send a quote out for signature
Open a Quote recordOpen any Quote and click its "Signatures" tab.
Request the signatureClick "Request Signature". Enter the Signer Email (required) and Signer Name. Then click "Send Request".
Track and shareWatch the status badge on your new request. Click "Copy link" if you'd rather share the signing link yourself.
Day-to-day: sales reps
Send it the moment the customer says yesRequest the signature right from the Quote — no separate app, no printing.
Check status instead of your inboxThe status badge tells you Sent, Signed, Declined, or Expired — no need to hunt for a reply email.
Follow up before it expiresIf it's still Sent as the 14-day window gets close, nudge the signer or resend.
Day-to-day: the signer (your customer)
Open the email linkNo account or login needed — just click and sign.
What to try next
Look at the Quotes & CPQ trail — E-Signature is the last step after a quote is priced and approved.Test what you learned
1. Does the person signing a document need their own SmartLite account?
Yes, they must log in first
No — they just open the signing link from the email
2. What happens if nobody signs the document within 14 days?
The signing link expires and the status changes to Expired
The document is signed automatically