Once the client has made their decision we are fully ready and equipped to finaize the transaction using ShareSpace online signature feature.
To do so, first make sure you have updated the offer for the client: Next steps after viewing
When the client accepts the terms of your offer he sends you the package with their data, crucial for you to prepare the contract.
In order to see it simply choose “VIEW USER DATA AND DRAFT THE AGREEMENT“:
First you will see the data necessarry for you to complete the contract:
Next, simply provide the name of a person who is in charge of signing the contract with client from your company:
If your company uses online signature feature you can simply paste in the link to dedicated agreement by clicking “I’D LIKE TO ADD A LINK TO MY OWN AGREEMENT SIGNING SYSTEM“:
If not, then simply attach your agreement in pdf from your computer by clicking on the window presented below and click “SEND FOR SIGNING“:
IMPORTANT!!! If you wish the client to sign more documents than just your agreement (General Terms & Conditions, etc.) please attach all of them at this stage. Each and every of them will be automatically signed once the client will place the signature on the agreement.
Obviously, if the conditions change at any point and you wish to change either the agreement or any other document- please use “CANCEL SIGNING PROCESS“:
Once the client sends back signed documents (about which you will be notified on your email address) it is your turn to sign the agreement.
Simply choose “REVIEW AND FINALIZE TRANSACTION“:
If you’re a person in charge choose “SIGN ONLINE” button:
(Important!!! If you’re not a person in charge of signing the agreement check here for more information: )
Place your signature on the canva using either your finger (touchscreen, touchpad) or mouse. Afterwards choose the “SIGN” button:
You will receive a confirmation of transaction both in the panel and on your email box.