Audience: All Users
Overview
Contract Eagle allows you to send documents for electronic signature directly to DocuSign or Secured Signing - whether it's a new contract or an existing one. Signed documents are automatically returned and stored, keeping everything in one place and easy to manage.
Sending Documents for Signature
You can initiate the signature process from different screens:
The Edit/View screen – when creating or updating a contract
The Contract Preview screen – when viewing an existing contract
From either location, simply select the documents requiring a signature and send them to your e-signature provider (We can support either DocuSign or Secured Signing for e-signature). You can then:
specify the signatories (or other recipients) of your documents, either selecting existing contacts or entering names and email addresses
insert placeholders for signatures, initials or other details on the page(s) or document(s), as required for each signatory and
use the standard email text or template; or add your own custom email message for the recipients.
Note: Using Custom Forms in Contract Eagle with DocuSign integration allows you to pre-place signature blocks and custom fields directly into DocuSign envelopes, giving you control over where signatures, dates, and other inputs appear. This streamlines document generation and signing, saving time and enhancing automation.
Tracking Signing Progress
Once sent, Contract Eagle captures the documents' signing progress in real time.
If configured, the contract’s status will automatically update to “Signing in progress” during the signing process.
As each document is signed, the signed version is automatically returned to the system - no manual upload required.
Viewing Signed Documents
All document versions, including the original, signed version, and individual signature files, are stored in the Documents tab of the contract.
Contract Eagle also maintains a complete signing history, so you can easily view who signed what and when.
