You can upload your signature (or that of another rep from your company) into the doc and a dynamic date field that updates based on the day the contract is sent off .
Why You Shouldn’t Put Yourself as a Signer:
You should have a review process built-in BEFORE you send the contract off!
Have someone from your company review all the details of the
engagement within the Deal Record in CRM. Once they’ve approved,
then you can pre-populate their signature in here like we’ve already
shown.
It removes an extra, tedious step — trust me, I’ve seen too
many companies where the CEO was forced to sign every
document and went on vacation and forgot to sign.
