Sales & money
Get a document signed (Sign)
Send a contract or form to be signed on any phone, with a signed PDF and a full record.
Before you start
- The signer's name and email (or mobile).
The steps at a glance
Step 1 of 5
In the menu on the left, tap Sign. On a phone, tap the ☰ menu button at the top first.
Menu Applications Bookings & Sales Deals Sign Payments Loyalty Reviews Tap New document.
companyflowhq.com/documents CompanyFlowHQ Applications Bookings & S… Deals Sign Payments Loyalty Reviews Sign Search ⌘K New document Documents Templates Sign New document Documents Templates Tap Use a template or Upload a PDF (up to 15 MB). Give it a Document name. Tap Next.
companyflowhq.com/documents CompanyFlowHQ Applications Bookings & S… Deals Sign Payments Loyalty Reviews Sign Search ⌘K Use a template Agreements, consent forms, NDAs… Upload a PDF Any PDF up to 15 MB Next Sign Use a template Agreements, consent forms, NDAs… Upload a PDF Any PDF up to 15 MB Next Add each person's Full name, Email and Mobile. Tap Add me to counter-sign if you sign too. Tap Next.
companyflowhq.com/documents CompanyFlowHQ Applications Bookings & S… Deals Sign Payments Loyalty Reviews Sign Search ⌘K Full name Priya Shah Email priya@example.com Add me to counter-sign Sign Full name Priya Shah Email priya@example.com Add me to counter-sign Check the message, Link expires after and Automatic reminders, then tap Send for signature.
companyflowhq.com/documents CompanyFlowHQ Applications Bookings & S… Deals Sign Payments Loyalty Reviews Sign Search ⌘K Automatic reminders Every 2 days Send for signature Sign Automatic reminders Every 2 days Send for signature
✅ How do I know it worked?
- The document shows Waiting, then Completed. Tap Download signed PDF.
⚠️ Common mistakes
ProblemThey didn't get the email.FixOpen the document and tap Remind, or copy their link and send it by WhatsApp.
ProblemTemplate wording isn't right for your business.FixTemplates are a starting point, not legal advice. Edit the wording before sending.
