Add a Smart Field Electronic Offer to Purchase Templates For Free

Open the document Once you see the document you want to sign, find the signature icon. In some applications, this icon may appear as a pen, while others have an icon that says "Sign" or "Fill and Sign." Click on this icon to add your e-signature to the document.

Open the email with a request to digitally sign your document. Click the link. Agree to electronic signing. Click each sign tag and follow the instructions to add your electronic signature where required to sign or initial. Adopt a signature to save your signature information. Confirm your signature by clicking FINISH.

Send documents for signature Select a message with one or more documents you want to send for signature. Follow the steps in Open eSignature. In the window, select Request signatures. Add a Recipient name and email in the Add Recipients pane. Select Add Recipient. Add more recipients as needed.

Automations allow you to automate actions in your projects' lifecycles, sending files and emails, creating tasks, and moving pipeline stages at the cadence of your choice. We'll cover how to create an automation and activate it below.

The e-signature process is straightforward and easy to navigate, and HoneyBook offers templates for different types of client contracts. HoneyBook offers competitive pricing plans, and all offer unlimited e-signatures.

Add a smart field to a text block Type " { " from your keyboard > do either of these: Select a suggested smart field you want to add from the settings sidebar. Select the Insert a smart field sidebar > select which smart field you want to add.

To add fields to a document: Start an envelope and add documents and recipients. Select NEXT at the bottom. In the recipient list at the top, select a person to add fields for. In the page guide on the right, select a page you want to tag with fields.

Add services, items, or packages to the invoice In the invoice block, select + Add item/package. Select the search bar in the first empty service item field to start adding. Edit the details for each item or package by clicking on the field you'd like to update: name, image, quantity, price, tax, etc.

Start building from the project workspace Use the search bar or select Projects from the top navigation menu to locate the project you'll begin building a smart file from. Once you're in a project, select Create File. Select what file you want to create. Select Custom Smart File to start from scratch.