Dispatch & Signing
This page covers how to send agreements to your contacts, the public signing page experience, and how signed records are displayed and audited in the CRM.
Sending Agreements
You dispatch agreements directly from the Agreements card on a Contact's detail page.
Sending an Agreement
- Open a contact record and find the Agreements section.
- Click Send Agreement.
- Choose one or more active templates from the list.
The selector displays helper warnings based on the contact's existing signature status:
| Existing Agreement Status | Picker Warning | Action on Send |
|---|---|---|
| No prior record | (none) | Creates and sends a new pending agreement. |
| Pending status | Already sent — will resend reminder | Resends the active signing link (does not create duplicate records). |
| Signed (Current Version) | Already signed (current version) — will be skipped | The checkbox is disabled; the template is skipped. |
| Signed (Older Version) | Signed vN — new version available, will send for re-signing | Creates and sends a new pending agreement for the latest version. |
When you select multiple templates, the system consolidates them and dispatches one email containing review buttons for each document. The email subject line and body are automatically prefixed or personalized with your workspace name (if resolved).
Managing Sent Agreements
You can monitor and manage dispatched agreements directly from the main list on the Agreements dashboard or from the Agreements section on a contact's detail page.
- Resending: Click Resend (or the options menu action) next to a pending agreement to send a fresh email reminder using the same signing link.
- Cancelling: Click Cancel (or the options menu action) next to a pending agreement to void the request. The signing link becomes invalid immediately.
- Recipient Deep Links: Contact names displayed in agreement tracking tables are clickable links that navigate directly to their respective contact profiles.
Note: Only pending requests can be cancelled. Signed agreements are legally binding compliance records and cannot be deleted, cancelled, or modified.
Public Signing Page
Recipients receive an email containing a link to:
https://app.gordoncrm.com/agree/[token]The link is public and does not require the contact to log in.
[SCREENSHOT PLACEHOLDER: The public signing page showing the agreement text, consent checkbox, and name input field]
Signing Process
- The visitor reviews the terms (rendered from the active template).
- They check the box: "I have read and agree to the terms above."
- They type their full name into the signature input.
- Click I Agree to finalize the document.
Snapshot Integrity
The moment the contact signs, the system captures a snapshot of the agreement text and saves it as an immutable HTML block in the database, along with their typed signature name, timestamp, and IP address. Even if the template is edited later, the contact's signed snapshot remains unchanged, preserving exactly what they agreed to.
Contact Profile Integration
Once signed:
- Agreements List: The status badge on the Contact Detail page changes to a green Signed vN badge. You can click the View (eye) icon to open the signed snapshot. The snapshot viewer displays audit metadata with timestamps aligned to your workspace's local timezone.
- Activity Timeline: A green signature badge entry is appended to the contact's feed showing:
Signed: [Agreement Title] (vN)
Related
- Agreements Overview — Create templates and manage document versions
- Automations — Send agreements automatically using trigger events
- Technical Reference: Agreements — Database schemas, security policies, and token validation details