Q: How to sign/fill in and then send to client?
hey,
I just bought a Tier 4 Membership and sent out my first contract using BreezeDoc.
But I had to upload the PDF I wanted to use as a template, use the "only me" option to add client data and sign it, then download it and then reupload to add the signature and date fields for the client before sending it to them.
Is there a better way to do this? If I use the multiple parties one it seems I can only send it out to both parties directly, but the client of course should only get it after I signed it and filled it in.
David_AppSumoOriginals
Nov 30, 2024A: Hey, KimPinelli!
This is great feedback, and helpful for us as we continue to improve BreezeDoc. The simpler way to accomplish what you want is to put yourself as the first signer/executor. Like other e-signature products, we use an industry-standard approach in that the first person must execute before it goes to the second party, and so on and so forth. So the second party won't get it until the first party executes.
KimPinelli
Verified purchaser
Does this mean when I choose myself as Party 1, Party 2 will only get it once I've completed my part?
That's very helpful and exactly what I need, I was simply unaware of this.