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E-Signatures Overview

Send agreements like hold harmless or indemnification agreements to vendors for digital signature, countersign them, and file completed contracts to the vendor record.

Module: E-Signatures. Available on E-Signature Basic and Professional plans.

Overview ✍️

E-Signatures lets you send agreements (a hold harmless, an indemnification agreement, a vendor contract) to your vendors for digital signature, without leaving BCS. Fields pre-fill from the vendor record, your team countersigns, and the completed contract is filed to the vendor record automatically.

How it works 🔄

  1. Build a template: upload your PDF once, place the fields to complete at signing, and map them to the vendor record. See Create an E-Signature Template.
  2. Send it: pick the template and the vendor; the vendor gets an email link to review and sign. See Send a Document for Signature.
  3. Countersign: once the vendor signs, your internal countersigner completes the document.
  4. Done: the completed contract is filed to the vendor record. See Track and Countersign Agreements.

Where to find it 🧭

  • E-Signatures → Agreements: every document out for signature, with counts for Documents Sent, Out for Signature, Awaiting Countersign and Completed.
  • E-Signatures → Signature Templates (also under Settings → E-Signatures → E-Signature Templates): your reusable templates.

Plans 💳

E-Signature Basic includes one template. E-Signature Professional removes the limit, so you can keep a separate template for each kind of agreement you send. Upgrades take effect immediately and are prorated on your next invoice.

Need help? 🙋

Questions? Email customersupport@getbcs.com.