Signature types
| Type | How it works | Best for |
|---|---|---|
| Drawn signature | Signer draws their signature using a mouse, touchscreen, or stylus | Most formal and personal |
| Typed signature | Signer types their name and selects a font style | Quick and easy |
| Initials | Shorter acknowledgment (first and last initials) | Page-by-page sign-off on multi-page contracts |
Signing order for multiple recipients
When a document requires multiple signers:Add signers in the document builder
Add each signer and assign them a role (Signer 1, Signer 2, etc.).
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.
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.
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
Redirect after signing
Send signers to a custom URL after they complete their signature:- In the document settings, find Redirect URL After Signing
- Enter the URL (e.g., a thank-you page, a payment page, or your website)
- The signer is automatically redirected after submitting their signature
Tracking signature status
Monitor document progress from the Documents & Contracts dashboard:| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Sent | Delivered to recipients |
| Viewed | Recipient opened the document |
| Signed | All signatures collected |
| Declined | A recipient declined to sign |
| Expired | Past the expiry date |
| Voided | Manually cancelled by you |
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
Legal validity
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.
Workflow triggers for signatures
Automate actions when documents are signed or declined:| Trigger | Use case |
|---|---|
| Document Signed | Send a thank-you email, create an invoice, move an opportunity stage |
| Document Declined | Notify sales team, trigger follow-up sequence |
| Document Viewed | Log engagement, send a reminder if not signed within 24 hours |
| Document Expired | Notify the sender, trigger re-send workflow |
Sending documents via SMS
In addition to email, you can share document links via SMS:- Copy the document’s signing link
- Send it via SMS manually or through a workflow’s Send SMS action
- The recipient taps the link on their phone and signs directly in their mobile browser
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
Frequently asked questions
Can the signer sign on a mobile phone?
Can the signer sign on a mobile phone?
Yes. The signing experience is fully mobile-responsive. Signers can draw or type their signature on any device.
Is there a limit to the number of signers?
Is there a limit to the number of signers?
No practical limit. You can add as many signers as needed with sequential signing order.
Can I void a signed document?
Can I void a signed document?
You can void a document before all signers complete. Once fully signed, the document is final and archived. You cannot void a completed document.
Where are signed documents stored?
Where are signed documents stored?
Signed documents are stored in Payments → Documents & Contracts and on the contact’s record. Both parties receive an emailed copy.