Deal Closing · Module 09
E-Signature
Get Documents Signed Without Leaving the Deal
Send a quote or contract to someone for their signature, right from inside SmartLite. Watch its status change from Sent to Signed. No printing, scanning, or separate signing app needed.
About & Business Case #
Why signing should happen right where you work #
"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.
Implementation #
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 #
How to Use #
Day-to-day: sales reps #
Day-to-day: the signer (your customer) #
What to try next
Look at the Quotes & CPQ trail — E-Signature is the last step after a quote is priced and approved.