Once the client has made their decision we can finalize the transaction using the ShareSpace online signature feature.
To do so, first make sure you have updated the offer for the client: Next step after the viewing: offer update.
When the client accepts the terms of your offer, a message will display in the transaction window and you’ll receive a package with their company data, crucial for you to prepare the contract.
In order to see it simply click the button SEND AGREEMENT:
In the first window, you will see the client’s company data which you’ll need to create an agreement, and the names of the people representing their company. Click NEXT STEP to move to the next view.
Then, simply check your company details (they will upload automatically from your profile) and provide the name of the person signing the agreement on your end.
You can be the signee or you can choose other members of your company.
The only data we need at this stage, is the same and surname of this person/s, as you will be asked to provide their email address when the time for you to signed the deal comes.
Type in the first and last name of the signee and click ADD SIGNEE.
When finished, click NEXT STEP to proceed to upload the agreement file.
To send the agreement to be signed by the client, you have to attach the file by clicking on the white window with the message CHOOSE A FILE OR DRAG IT HERE and choose a pdf file from your drive. If you want the client to sign any other documents (General Terms & Conditions, etc.) please attach all of them at this stage as separate files. Each and every one of them will be automatically signed once the client will place the signature on the agreement.
Alternatively, you can choose the LINK option at the top and paste a link to your online signature software e.g. Adobe Sign.
When finished, click UPLOAD AGREEMENT.
The agreement has been sent. You can download or preview the file in the panel by clicking the icons in the message displayed in the chat window.
Now you only have to wait, until the client signs the deal first. Obviously, if the conditions change at the last minute, until the very moment of the signing you have the option to cancel the process and e.g. change the terms by pressing the UPDATE OFFER button in the upper right corner.
When all signees on the client’s side complete the process, you will receive a notification, both on email and on the platform and it will be your turn to sign.
If you used the link option, see our article How to close the deal on ShareSpace if I used another online signature provider?
If you uploaded the file, simply choose SIGN AGREEMENT:
In this window, you will see the preview of the file signed by the client. On each page, in the bottom left corner, you will see the client’s signature.
On the very last page of the file, apart from the name and signature of the signee, you will also find the information about what date and time the agreement was signed. In the same manner, your signature will be printed on the document on the right-hand side.
Click NEXT STEP whenever you are ready to sign the agreement.
If you’re a person eligible to sign the agreement, you will see a canvas on which you can sign the agreement using a touchpad, mouse, or touchscreen and click CONFIRM.
If the agreement is being signed by someone else from your company, type in their email address and send the invitation to sign.
You can track real-time the progress of the signing process by other signees.
Is the agreement signed?
Then congratulations on your new tenant!
In the transaction window, you will see now a message confirming the closing of the deal, and the signed agreement is available for you in the AGREEMENTS tab in the panel on the right-hand side.