The platform does not currently have built-in DocuSign-style e-signature inside the application. Signatures are handled with your existing process: generate the document here, sign it with your own tool.
Click through the walkthrough above to see the Document Generator, which is the half of this that does exist.
Generate documents like term sheets or agreements with the Document Generator, which saves a PDF to your computer, then sign and route them with your own tool such as DocuSign.
Related
Document Generator. How to produce the term sheet or agreement you are about to send for signature.
Share Externally. Getting a document or deal in front of someone outside your account.
If I get stuck, what are my support options?. Where to send the feature request if signing matters to your workflow.
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