How to Send & Sign Contracts Without DocuSign (eSignature Software)
Автор: TrueScope Business Apps
Загружено: 2026-10-27
Просмотров: 26
Описание:
Send, sign and track contracts and agreements without paying for a separate e-signature tool.
This video walks through the Agreements module in TrueScope Business Apps. It’s a simple DocuSign alternative built for contractors, fabricators and small businesses. You’ll see how to:
✅ Build a reusable agreement template with headings, numbered terms and sub-terms, and signature blocks
✅ Ask the signer to initial specific sections so you know they read the important terms
✅ Upload an existing PDF and drag signature, initials, date, text and checkbox fields onto it
✅ Fill in the client’s name, company, email, address and today’s date automatically
✅ Email the agreement to a client or vendor, who can sign it on any phone or computer without creating an account
✅ Countersign as your company once the client has signed
✅ Track every agreement on a board as it moves from Drafting → Out for Signature → Review & Countersign → Completed
Agreements works with the rest of TrueScope: Sales/CRM, Projects, Field Service and Web Portals. Your signed contracts sit right next to your quotes, jobs and clients.
🔗 Try it free for 30 days: https://truescopeapps.com
-Creating a template
-Adding a PDF with signature fields
-Sending to a client
-Client signing experience
-Countersigning and completing
#ESignature #DocuSignAlternative #SmallBusiness #Contractors #ElectronicSignature #TrueScope
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