Sending a Contract for E-Signature

Plenix lets you send contracts and proposals for legally binding electronic signature. Signers do not need a Plenix account.

Step 1: Open E-Signatures

Go to E-Signatures in the sidebar and click New Signature Request.

Step 2: Select the document

• Upload a file (PDF or Word document)
• Link to a document already in the Documents Hub
• Select an accepted proposal from CRM to convert it to a contract

Step 3: Add signature fields

In the document viewer, click New Signature Request and drag it to where the signer should sign. Options: Signature block, Initials field, Text field (for company name, date, etc.). Mark fields as Required or optional.

Step 4: Add signers

Click Add Signer and enter each person's name and email. Set a signing order if signatures must happen in sequence (e.g. employee signs first, then manager).

Step 5: Send

Click Send for Signature. Each signer receives a branded email with a signing link (valid 30 days by default, no login required).

After signing

• You receive an email notification when each signer completes.
• Final document is auto-archived in the Documents Hub.
• Full audit trail records who signed, when, from which IP address, and the email used.

Checking status

The E-Signatures dashboard shows: Pending, Partially signed, Completed, or Expired. Send a reminder to outstanding signers with one click.

Legal validity

Plenix e-signatures are legally binding in the UK, EU, and USA under the Electronic Communications Act 2000, eIDAS Regulation, and ESIGN Act respectively.

Where to go next

• See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together