Signatures

Add signature fields to your PDF templates for contracts, agreements, and documents that require sign-off. This guide covers how to set up and use signature anchors in your templates.

Overview

Signature fields allow you to:

• Place signature anchor points in your documents
• Define where signatures should appear
• Set signature box dimensions
• Support multiple signatures per document

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Adding a Signature Field

Step 1: Select the Signature Tool

1. Open your template in the designer
2. Find the Signature tool in the element toolbar
3. Click to select it

Step 2: Place the Signature Anchor

1. Click on the canvas where you want the signature
2. Draw the signature area by dragging
3. The signature box appears with a placeholder

Step 3: Configure the Signature

In the properties panel, set:

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Signature Placement Best Practices

Positioning

1. Leave adequate space: Signature boxes should be large enough for handwritten signatures
2. Align with signature lines: Position near traditional signature line locations
3. Consider scanning: Place signatures where they won't overlap critical text

Recommended Dimensions

Common Placements

End of document:

_____________________________     _____________________________
Customer Signature                Date

_____________________________     _____________________________
Company Representative            Date

Initials boxes:

[   ]  I agree to the terms above
[   ]  I acknowledge receipt

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Multiple Signatures

Adding Multiple Signature Fields

You can add multiple signature anchors to a single template:

1. Add the first signature using the Signature tool
2. Repeat for each additional signature needed
3. Position each signature appropriately

Use Cases for Multiple Signatures

• Contracts: Customer + Company representative
• Approval workflows: Multiple approvers in sequence
• Witness signatures: Primary signer + Witness
• Multi-party agreements: All parties sign

Labeling Multiple Signatures

Give each signature a clear label:

• "Customer Signature"
• "Authorized Representative"
• "Witness Signature"
• "Manager Approval"

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Signature Fields with Merge Data

Pre-Populated Signer Information

Add merge fields near signature areas:

Signed by: {{ContactName}}
Title: {{ContactTitle}}
Date: {{SignatureDate}}

Signature: [SIGNATURE AREA]

Dynamic Signature Routing

If your workflow system provides signer information:

{{Signer.Name}}
{{Signer.Title}}
{{Signer.Company}}

Signature: ____________________

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Styling Signature Areas

Visual Indicators

Help signers know where to sign:

1. Signature line: A horizontal line below the signature area
2. "Sign here" label: Text indicator
3. Box outline: Subtle border around signature area
4. X marker: Traditional "X" indicating signature spot

Example Layout

┌─────────────────────────────────┐
│                                 │
│    [Signature Area]             │
│                                 │
└─────────────────────────────────┘
         Authorized Signature

Print Name: _____________________

Date: _____________________

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Integration with E-Signature Platforms

Signature Anchors for E-Signature

The signature fields in your template can serve as anchor points for e-signature platforms:

1. Generate the PDF with signature anchors
2. Upload to your e-signature platform
3. Signature anchors help identify where signatures should be placed
4. Signers complete the document electronically

Supported Workflows

• Generate PDF → Download → Upload to DocuSign/Adobe Sign
• Generate PDF → Email → Manual signature and return
• API integration for automated signature workflows

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Best Practices

1. Clear Labeling

Always label signature areas clearly:

• Who should sign
• What they're signing for
• Required vs. optional

2. Adequate Space

Provide enough room for:

• Various signature sizes
• Printed names
• Dates
• Titles

3. Logical Placement

Position signatures where signers expect them:

• End of contracts
• After terms and conditions
• Near relevant sections for initials

4. Consistent Styling

Maintain consistent appearance across templates:

• Same signature box sizes
• Consistent label formatting
• Similar visual indicators

5. Legal Compliance

Consider legal requirements:

• Witness signatures where required
• Date fields for timing documentation
• Proper identification of signers

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Common Use Cases

Sales Contract

AGREEMENT

[Contract terms...]

IN WITNESS WHEREOF, the parties have executed this Agreement:


BUYER:                          SELLER:

[Signature]                     [Signature]

Name: {{BuyerName}}             Name: {{SellerName}}
Date: _______________           Date: _______________

Approval Form

APPROVAL REQUEST

Project: {{ProjectName}}
Requested by: {{RequesterName}}
Amount: {{Amount}}


APPROVALS:

Department Manager:             Finance Director:
[Signature]                     [Signature]
Date: _________                 Date: _________

□ Approved  □ Denied            □ Approved  □ Denied

Service Agreement

SERVICE AGREEMENT

[Service terms...]


ACCEPTANCE OF TERMS

I, {{CustomerName}}, acknowledge and accept the terms of service.

Signature: [Signature]

Printed Name: _______________________

Date: _______________________

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Troubleshooting

Signature Area Not Appearing

Solutions:

1. Ensure the signature element is properly placed on the canvas
2. Check that the element isn't hidden behind other elements
3. Verify the dimensions are greater than zero
4. Try re-adding the signature element

Signature Position Incorrect

Solutions:

1. Check X and Y coordinates in properties
2. Verify the element is on the correct page
3. Consider other elements that might affect positioning
4. Test generate a PDF to verify placement

Signature Too Small/Large

Solutions:

1. Adjust width and height in properties
2. Use consistent sizing across documents
3. Test with actual signatures for appropriate sizing

PDF Generation Issues

Solutions:

1. Ensure the template saves successfully
2. Check for any error messages during generation
3. Verify the signature field is properly configured
4. Try removing and re-adding the signature element

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Limitations

Current Limitations

• Digital signatures: The platform provides signature placement, not digital signing
• Signature capture: Signatures must be added via e-signature platform or manually
• Validation: No built-in signature verification

Workarounds

• E-signature integration: Use with DocuSign, Adobe Sign, etc.
• Image signatures: Store signatures as images in your CRM
• Manual workflow: Print, sign, scan workflow

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Next Steps

• Templates - Learn template design
• Tables - Add dynamic tables
• Integrations - Connect your systems