E-Signatures
XBuddy E-Signatures turns any document — a contract, an NDA, an order form — into a legally trackable signing request. You upload or pull in the document, drop signature and date fields onto it, add one or more signers, and send. XBuddy then tracks every step (sent → viewed → signed) and keeps a tamper-evident audit trail so you always know exactly where a document stands.
Who uses it: sales closing contracts from CRM, legal running NDAs and agreements, HR onboarding paperwork, and operations collecting sign-offs. Because it links to Documents and Contract Management, the signed file lands back in the record it came from with no re-filing.
Key Features
- Create a signature request from an uploaded file or a linked document
- Drag signature, initials, date, and text fields onto the document for each signer
- Multiple signers with a defined signing order
- Send by email; signers sign from any device with no account needed
- Real-time status tracking: sent, viewed, signed, completed, declined
- Bulk scheduling to send the same document to many recipients
- Expiry dates so stale requests auto-close
- Full audit trail (who signed, when, from where) attached to the completed file
- Signed PDFs stored in Documents and linked back to the source record
- The Signature Steward assistant chases pending signatures and flags stalls
Important features
Full feature reference
| Nav item | What it does |
|---|---|
| All | Master list of every signature request with status (sent/viewed/signed/completed/declined/expired), signer progress, and quick resend. |
| New | The request builder: upload/select a document, add signers with a signing order, place fields, set expiry, and send. |
| Reports | Analytics on turnaround time, completion rate, decline rate, and volume by document type or sender. |
| AI Hub | Run the Signature Steward assistant and review its reminders and stall alerts. |
| Workflows | Automation for signature events — auto-send when a contract is finalized, notify on completion, or escalate an overdue request. |
| Settings | Configure default expiry, reminder cadence, legal disclaimers, sender identity, and signature permissions. |
Integration points
| Connects to | How the data flows |
|---|---|
| Documents | Source documents are pulled from Documents and the signed PDF is stored back there, versioned and searchable. |
| Contract Management | A finalized contract can be sent for signature directly; the signed copy links back to the contract record. |
| CRM | Contracts on a deal can be routed for signature; status shows on the CRM record’s timeline. |
| Workflow Management | Signature completion (or an overdue request) can trigger downstream workflows and approvals. |
Related AI agents
| Agent | What it does |
|---|---|
| Signature Steward | Monitors pending signature requests, sends timely reminders to slow signers, and flags stalled or expiring requests for follow-up. |