Send an approved Statement of Work or Contract to a client for signature, or record execution manually.

Send a Document for E-Signature

Once a Statement of Work or Contract is approved, it can be sent to the client for signature.

Before You Start

Confirm that:

The document's status is Approved. The option isn't available in Draft or Internal Review.
You have a customer signatory contact on file.

Open the approved Statement of Work or Contract.
Send it for e-signature, and select the customer signatory contact.
Place the signature field on the document — and on a linked SOW/Contract too, if you want to send both together in a single request.
Compose the email that goes out with the signing link.
Send. The document's status moves to Sent.

The system doesn't detect a completed signature on its own — check for it:

Open the sent document.
Check its signature status.
Once it shows complete, the document's status updates to Signed (SOW) or Active (Contract).

If a document was signed outside the system, such as a wet-signed scan:

If the "Send for E-Signature" option isn't available:

Check the document's status. It must be Approved first. See Submit and Approve a Statement of Work or Contract.

If the client hasn't signed yet:

Check the signature status from the document — this is a manual action, not automatic.
Resend or follow up with the client directly if needed.