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HoopAI’s e-signature system lets you collect legally binding signatures on documents, contracts, and proposals — all within the platform.

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Signature types

Recipients choose between draw and type when they sign. You can require one or allow both.

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Signing order for multiple recipients

When a document requires multiple signers:
1

Add signers in the document builder

Add each signer and assign them a role (Signer 1, Signer 2, etc.).
2

Set the signing order

Signing order is sequential by default — Signer 1 must complete before Signer 2 receives the document. Assign the order when adding recipients.
3

Assign fields to signers

Each fillable element (signature, initials, text field) is assigned to a specific signer. Each signer only sees and completes their assigned fields.
4

Send the document

The platform sends to Signer 1. After they complete their portion, Signer 2 receives their invitation automatically.

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Document expiration

Set a deadline after which the signing link becomes inactive:
  • Configure in document settings — enable “Set Expiry Date” and choose the date
  • After expiration — the signing link shows an expiry message. No one can sign
  • Renew — clone the expired document and set a new expiry date
  • No expiry — leave the setting disabled for documents that should remain open indefinitely
Use expiration dates for time-sensitive proposals and quotes. For evergreen agreements like terms of service, leave expiration off.

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Redirect after signing

Send signers to a custom URL after they complete their signature:
  1. In the document settings, find Redirect URL After Signing
  2. Enter the URL (e.g., a thank-you page, a payment page, or your website)
  3. The signer is automatically redirected after submitting their signature
This is useful for upsells, onboarding flows, or payment collection after contract signing.

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Tracking signature status

Monitor document progress from the Documents & Contracts dashboard:

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Activity timeline

Click on any document to see the full activity timeline:
  • When the document was sent
  • When each recipient viewed it
  • When each recipient signed
  • IP address and timestamp for each action
HoopAI e-signatures follow established electronic signature standards and are legally binding in most jurisdictions:
  • Compliant with ESIGN Act (US) and eIDAS (EU)
  • Timestamped — every signature records the exact date and time
  • Audit trail — complete log of who signed, when, and from what IP address
  • Tamper-proof — signed documents are locked and cannot be modified after signing
  • Archived — signed copies are stored and accessible to all parties
E-signatures are accepted for most business contracts, but some documents (wills, real estate deeds, notarized documents) may require wet ink signatures. Consult legal counsel for your specific use case.

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Workflow triggers for signatures

Automate actions when documents are signed or declined:
1

Create a workflow

Go to Automation → Workflows and create a new workflow.
2

Set the trigger

Choose the appropriate document trigger (Signed, Declined, etc.).
3

Add actions

Add follow-up actions — send emails, update contact fields, create tasks, move opportunity stages.

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Sending documents via SMS

In addition to email, you can share document links via SMS:
  1. Copy the document’s signing link
  2. Send it via SMS manually or through a workflow’s Send SMS action
  3. The recipient taps the link on their phone and signs directly in their mobile browser

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Decline documents

Recipients can decline to sign a document:
  • The document status changes to Declined
  • You receive a notification
  • A workflow trigger fires if configured
  • The document cannot be signed after declining — you would need to create a new copy

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Frequently asked questions

Yes. The signing experience is fully mobile-responsive. Signers can draw or type their signature on any device.
No practical limit. You can add as many signers as needed with sequential signing order.
You can void a document before all signers complete. Once fully signed, the document is final and archived. You cannot void a completed document.
Signed documents are stored in Payments → Documents & Contracts and on the contact’s record. Both parties receive an emailed copy.
Last modified on March 6, 2026