Your Client's Signing Experience

Written By Timothy Murenzi

Last updated 6 days ago

When you send a contract, your signer gets an email with a Review and Sign button. Clicking it opens the hosted signing page in their browser — no Workroom account required.

What they see

  1. Top bar — your firm's logo + contract name

  2. Document pane — the contract document (PDF or built sections), exactly as you designed it

  3. Action panel on the right —

    • For each unfilled field assigned to them: a button to fill it

    • Sign here button when ready

    • Decline to sign option (with a reason field)

    • "Waiting on [previous signer]" panel in sequential mode if it's not their turn yet

Signing options

  • Draw signature — finger / stylus / mouse

  • Type signature — pick from script fonts (Pacifico, Caveat, Dancing Script, Great Vibes, Sacramento, Satisfy)

  • Upload signature image — PNG with transparent background recommended

The same flow handles initials (separate from signature so a signer can initial pages and sign at the end).

Mobile

The signing page is mobile-responsive. Signers can finger-draw a signature on phone or tablet.

Retainer payment (if configured)

If the contract has a retainer, the signing page shows a Pay Retainer card next to the signature panel. The signer can pay before or after signing. Payment opens a Stripe Embedded Checkout right inside the page — no redirect.

What happens after signing

  1. The signer's signature, IP, timestamp, and user-agent are stamped onto the document

  2. In sequential mode, the next signer is automatically emailed

  3. When the last signer signs, Workroom:

    • Renders a final PDF with all signatures

    • Appends an audit certificate (signer details, document fingerprint, timestamps)

    • Emails every signer the signed copy

    • Stamps the signed PDF onto the linked project's Overview

    • Surfaces the contract on the linked client's record

Troubleshooting (from the signer's perspective)

  • "This signing link expired or is invalid." The sender may have voided or resent the contract. Ask them to send a fresh link.

  • "You are not a signer on this contract." The signer used a link assigned to a different person, or their email was changed by the sender. Confirm the email on file matches what the sender expects.

  • "You have already signed this contract." They already completed signing — they should look in their email for the signed copy.

  • "This contract is draft — not accepting signatures." The sender hasn't actually sent the contract yet, only saved it as a draft. They need to click "Send for signature."

  • Signature pad doesn't respond. Mobile browsers sometimes require a tap first. Have them tap inside the pad area, then try drawing.

  • They paid the retainer but the page still asks to pay. Refresh the page after a few seconds; Stripe webhooks usually arrive within 1-2 seconds but can take up to 30. The payment status updates automatically.