SOW E-Signatures

Sending a SOW for Signature

Once a SOW is approved internally (or if no approval workflow is configured), it can be sent for legally binding e-signatures.

Process

1. Open the approved SOW
2. Click "Send for Signature"
3. Configure signers:
   • Internal Signer(s): Select from your team (auto-suggests SOW owner)
   • Vendor Signer(s): Select from vendor contacts (or enter email for new contact)
4. Set signing order:
   • Sequential: Signers receive the document in order (e.g., vendor signs first, then your exec)
   • Parallel: All signers receive simultaneously
5. Add signature placements:
   • Signature fields (drawn or typed)
   • Initials fields (for multi-page documents)
   • Date fields (auto-filled on signing)
   • Custom fields (title, company name, etc.)
6. Add optional message to signers
7. Set expiration (days until the signing request expires — default: 14 days)
8. Click "Send"

Signer Experience

• Signers receive email notification with link to the document
• Open the document in their browser (no app download required)
• Review the full SOW
• Apply signature (draw, type, or upload) at designated locations
• Click "Complete Signing"
• All parties receive a copy of the fully executed document

Post-Signature

• SOW status automatically changes to Active
• The signed PDF is stored in the SOW record
• A timestamped audit trail is generated (who signed, when, from what IP)
• The vendor is notified that they can begin work
• Linked obligations become trackable

For more details on e-signature features, see E-Signatures.

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