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Sending a signable deal memo from Syngency
Sending a signable deal memo from Syngency

Syngency Sign can embed signature fields in your existing deal memo template, so they can be signed by clients quickly and easily.

Ryan Marshall avatar
Written by Ryan Marshall
Updated over a week ago

Once you have Sign connected to your agency account, you'll see a new Request Signature option in the dropdown of your Deal Memo/Booking Confirmation tab in a booking:

You can then select the client contact you wish to send the document to for signature:

It sends just like a standard deal memo does:

Your client then receives an email with a link to view and sign the document:

Which opens the deal memo in Syngency SIgn, with a prompt for them to sign.

The sent booking confirmation is included in the Documents tab of your Syngency booking, with a notification that it is incomplete:

Once the client signs the document, they have the option of viewing or downloading a copy of it:

You will receive an email notification that they have signed:

And the document will be marked as Completed in Syngency:

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