How to Send Contracts for Signature from Your Mobile
How to Send Contracts for Signature from Your Mobile
You're at a client meeting, and the deal is done. The customer is ready to sign – but the contract is on your computer back at the office. Previously, that meant a delay of days. Today, you can send the document for signature before the customer has time to reconsider.
Mobile contract management isn't the future – it's the present. And it's easier than you think.
Why Mobile Signing Makes Sense
Business doesn't only happen at the desk. You meet customers on building sites, in their homes, at trade fairs, or over a cup of coffee. When the deal is ready, you need to be able to act immediately.
Mobile signing allows you to close deals on the spot without delays, show professionalism with a modern digital process, avoid the customer needing to "think about it" during the days it takes to send papers, and have all your contracts accessible wherever you are.
Step-by-Step: Send a Contract from Your Phone
1. Open ePact on Your Mobile
ePact works in your mobile browser or as an app. Log in with your regular credentials. The interface is optimised for touchscreens, making navigation easy.
2. Select or Upload Your Document
You have two options: Select an existing template from your library – ideal if you often use the same contract type. Or upload a new document directly from your phone, from cloud storage like Google Drive or Dropbox, or from an email.
3. Add Recipient
Enter the customer's email and name. Choose whether they should sign, approve, or just receive a copy. Optionally add a personal message explaining the document.
4. Place Signature Fields
Use your finger to place the signature field where the signature should be. You can zoom in for precision and drag the field to the right size. Add more fields if initials or dates are needed.
5. Send for Signature
Check that everything looks right and press send. The customer receives the document immediately and can sign from their own phone using MitID or another method.
Tips for Efficient Mobile Signing
1. Prepare Templates in Advance
The contracts you use most often should be ready as templates. Then you only need to add customer details – the rest is in place.
2. Save Frequently Used Recipients
If you work with regular partners, you can save their contact information and reuse it quickly.
3. Use Cloud Integration
Connect ePact with your preferred cloud service. Then you always have access to relevant documents, whether they're stored locally or in the cloud.
4. Test Before the Important Meeting
The first time you use mobile signing, test the process with a colleague. Then you'll be comfortable with the flow when it really matters.
What the Customer Experiences
When you send from your mobile, the customer receives an email with a link. They click, read the document, and sign – all from their own phone or computer. The process typically takes under two minutes.
With MitID signing, they get a secure digital signature that's legally binding. Afterwards, both you and the customer receive a copy of the signed document.
Security on Mobile
You might think: Is it safe to handle contracts on a phone? With ePact, the answer is yes. All data is transmitted encrypted, documents are stored securely in the cloud with 256-bit AES encryption, and your account is protected with two-factor authentication if you wish.
The Bottom Line
Your next contract doesn't need to wait until you get back to the office. With ePact on mobile, you can send documents for digital signature wherever you are – in under a minute.
Close the deal while the excitement is there. Your competitor isn't waiting, and neither should you.
