Automate contract signing and printing

Print & sign your contracts in a single flow directly from the Goods & Services page. You can also print draft contracts!

Jump to

Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.


Print and sign

Enable this feature by going to Admin > Documents > Select your Contract. 

Templates page

When Contract Form is checked, you can select either:

  • Allow Printing without Signing
  • Require Signing when Printing

In addition, you can select Allow Printing a Draft (watermark) with either option to print a watermarked draft that does not require signatures.

Form Preview & Settings

Once the feature is enabled, you can perform the following functions on the Goods & Services page.


Allow printing without signing

On the Goods & Services page, find the Sign section.

You'll see the options to Print, Print and Sign, and Print Draft.

Sign Section

If changes are made after signing, the Print and Sign button will change to Print and Resign.

With this option, the contract will NOT be displayed on the Standard Form Sidebar or on the Documents page within a case.

 


Require signing with printing

This eliminates having to sign the contract, then print from the case sidebar -- do it all at once!

Print and Sign button

If changes are made after signing, the Print and Sign button will change to Print and Resign.

With this option, the contract will NOT be displayed on the Standard Form Sidebar or on the Documents page within a case.

 


Need help?
 Email us at support@passare.com or call (800) 692-5111.