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Track and Countersign Agreements

Follow every agreement from sent to completed, send reminders, countersign, void, and find completed contracts on the vendor record.

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

Overview

The Agreements page shows every document out for signature, so you always know who still needs to sign. 👀

Track status 📊

  • The cards count Documents Sent, Out for Signature, Awaiting Countersign and Completed.
  • Filter by All, Out for Signature, Awaiting Countersign, Completed, Expired / Voided or Onboarding (signatures collected through onboarding forms), or search by document or vendor.
  • Each row shows the delivery method, when it was sent, the last activity (e.g. Opened, Signed) and a progress tracker (Viewed → Awaiting Countersign → Completed).

Open an agreement 🔍

Click a row to see its details:

  • Activity: Created, Sent, Opened, Vendor Signed, Countersigned and Completed, with dates.
  • Responses: every field on the document and what was entered. Mapped fields show the value pulled from the vendor record.
  • Document: click View full document.

Actions at the top: Send Reminder, Copy Signing Link (to share the link yourself), Void (cancel the request) and, once the vendor has signed, Open Countersigner View or Countersign & Complete.

Countersign ✅

When the vendor signs, the agreement moves to Awaiting Countersign. The countersigner opens it and clicks Countersign & Complete. The completed contract is filed to the vendor record automatically.

Need help? 🙋

Questions? Email customersupport@getbcs.com.