How do I know if my document has been signed?

You can track document status inside Documents and Contracts to see if it has been viewed, partially signed, or fully completed.

Can I download the document after all signatures are collected?

Yes. Once all required signatures are completed, you can download the finalized document as a PDF.

Can I edit a document after sending it?

No. Documents cannot be edited once they are sent. You will need to create a new version if changes are required.

How do signature fields get assigned when using a template?

If you select Sender in the template, signature fields are automatically assigned to the team member who sends the document. In workflows, the Sender remains tied to the last business user who edited the document.

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How to Create a Document or Contract with Multiple Signatures – BizStackPro Help

How to Create a Document or Contract with Multiple Signatures

Q: Can I assign multiple people to sign the same document?

Yes. You can add multiple signature fields and assign each one to a different recipient.

Q: Can each recipient sign separately?

Yes. Each recipient receives a unique link or email that allows them to sign only their assigned section.

Build contracts that require multiple signatures, assign each signer correctly, and track document progress from sent to completed.

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Getting All Required Approvals in One Document

When a document requires approval from more than one person, managing separate files or collecting signatures individually can slow everything down.

Multi-signature documents allow you to assign specific signature fields to different recipients within a single contract or agreement.

Without a structured setup, signatures can be missed, assigned incorrectly, or delay completion of the document.

This guide will walk you through how to create and manage documents with multiple signatures so each signer is clearly assigned and tracked.

To begin, review why multiple signatures are used and how they support document approvals.

Why Use Multiple Signatures

Multiple signature support allows you to collect approvals from several people on a single document—perfect for proposals, agreements, estimates, or internal approvals.

Collect signatures from multiple stakeholders
Track document progress in real time
Download completed contracts as PDFs

Step 1: Create or Open a Document Template

Go to Payments → Documents and Contracts.
Open Templates.
Click Create New or open an existing template.
Give the document a clear, descriptive title.

Step 2: Add Products and Pricing (Optional)

If your document includes pricing or estimates, you can attach products directly to the template.

Drag the Product List element into the document.
Select products from your catalog or create new ones.
Review totals and descriptions before sending.

Step 3: Add Multiple Signature Fields

Drag the Signature element into your document.
Add a separate signature field for each signer.
Place each field near the appropriate section of the document.

Important: Every signature field must be assigned to a recipient, or the document cannot be completed.

Step 4: Assign Recipients

Open the Recipients tab.
Assign each signature field to the correct contact.
Select Sender if the signer should be the team member sending the document.

Workflow note: In workflows, the Sender is tied to the last business user who edited the document.

Step 5: Send and Track the Document

Send the document via email or generate unique signing links.
Monitor status under Documents and Contracts.
Download the final PDF once all signatures are complete.

Pro Tips

Double-check recipient assignments before sending.
Use clear document names for easier tracking.
Create new versions instead of editing sent documents.

Need multi-signature contracts without complexity?

BizStackPro lets you create, send, and track documents with multiple signers—all from one platform.

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Frequently Asked Questions

Can I assign multiple people to sign the same document?

Yes. Add multiple signature fields and assign each to a different recipient.

Can each recipient sign separately?

Yes. Each signer receives their own unique signing link.

Can I edit a document after sending?

No. Sent documents cannot be edited. Create a new version if changes are needed.

Can I download the completed document?

Yes. A finalized PDF is available once all signatures are complete.

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Collect Signatures Faster and Stay Organized

From proposals to contracts, BizStackPro helps you manage documents that need multiple approvals—without friction.

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Faster approvals. Clear tracking.

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