Send an agreement for signature

Before you send

• The agreement must be a draft or already pending signature.
• The company needs a contact with an email. SponsorFlo sends to the deal’s primary contact, else the company’s primary contact, else the company’s first contact with an email.
• Check the document. Signers sign the version that’s current when you send.

Request the signature

1. Open the agreement from Deliver → Agreements.
2. In the Next step box at the top of the Overview, click Request signature.
3. Check the Recipient. Choose a Countersigner from your team to sign for your side after the sponsor, and add a Personal message if you like.
4. Click Request signature. The signing link is emailed to the sponsor and copied to your clipboard, and the agreement moves to Pending signature.

What the signer sees

1. They open the link and confirm their email with a 6-digit code sent to the same address.
2. They read the agreement, type or draw their signature, and agree that their electronic signature is binding.
3. They click Sign document, or Decline to sign with a reason.

Track and countersign

Click More actions → Signatures on the agreement to see each signer as pending, viewed, signed, or declined. Each signer’s menu has Copy Signing Link, Send Reminder, Cancel Request, and View Certificate.

Each time someone signs, the agreement’s lead negotiator and assigned team get a notification in SponsorFlo saying who signed and how many signatures are still to come. When the sponsor has signed, your countersigner also gets an email. If that’s you, open Signatures and click Countersign.

When everyone has signed

• The agreement becomes Active and the company becomes an active partner.
• A signed copy, the document plus a signature page, is saved as the agreement’s document and locked.

Signed on paper or in another tool? Upload the signed file to the agreement and click Mark signed at the top of the page.