How to send a sales contract with an e-signature

In Winner Bizz, users can send a sales contract with an e-signature. To do so, users must add an email address to the customer's contact details and have an e-signature set up.

For more information, see How to setup an e-signature and How to follow the status of a sent sales contract?

Adding an email address to the customer contact details

Under the Sales tab:

1. 1. Select Customers.
      
      
   2. Choose the customer associated with the transaction.
      
      
   3. Edit the customer.
      
      
   4. Enter the email address of the customer into the Email field.
      Note: You can add multiple email address in the Default contact person section.
      
      

Sending a sales contract

Under the Sales tab:

1. Select the Projects section.
   
   
2. Right-click the desired alternative and select Sales steps > Print sales contract.
   Note: Ensure that the alternative is linked to the customer you wish to send the sales contract to.
   
   
   
   
3. Configure alternative dates and Save.
   
   
4. In the printing list, click Send and select To e-Signature.
   Note: Additional documents, for example terms and conditions, must be .pdf files.
   
   
   
   
5. Select the email address (if multiple address were added to the customer). 
   
   
   

   Tips: User can modify or add a phone number/an email address by clicking on Edit signers.

6. Click OK.

Sending a modified sales contract

If the alternative is modified after the sales contract has been signed, users can send a modified sales contract.

Under the Sales tab:

1. Select the Projects section.
   
   
2. Right-click on the modified alternative and select Sales steps > Send modified sales contract.
   
   
   
   
3. Configure alternative dates and click Save.
   
   
4. In the printing list, click Send and select To e-Signature.
   
   
5. Click OK. 

Send contracts for e-signature to several customers - recommendations

Due to spaces limitation on Winner Bizz printing forms, we recommend sending contracts to a maximum of 2 signatories for YouSign, and 3 signatories for DocuSign.

If contracts are sent to more signatories, the signature might overlap text and appear smaller than expected.

Note: Users who need to send contracts to more signatories can get in touch with their local support team to get specific form created. Specific form creation is an additional service.

Related articles

How to setup an e-signature

How to follow the status of a sent sales contract?