How to Send a PDF for Signature: Step-by-Step Guide
Learn how to send any PDF document for electronic signature in 3 easy steps. Works with contracts, agreements, invoices, and forms.
Sending a PDF for Signature: The Quick Version
If you're in a hurry, here's the entire process in under 2 minutes:
- Upload your PDF to an e-signature platform
- Drag signature fields to where you need signatures
- Enter the signer's email address and click Send
That's it. The recipient gets an email with a link, clicks it, signs, and you both get a copy of the signed document. No printing, no scanning, no mailing.
Detailed Walkthrough
Step 1: Prepare Your PDF
Before uploading, make sure your PDF is final. All text, terms, and conditions should be correct — you can't edit the PDF content after placing signature fields. If you need to make changes, edit the source document and re-export to PDF.
The PDF should clearly indicate where signatures are needed. Many documents include a "Signature: ___________" line, but the e-signature field will be placed digitally on top of this.
Step 2: Upload and Place Fields
Upload your PDF to the e-signature platform. Then use the drag-and-drop interface to place fields:
- Signature fields — Where you need a handwritten or typed signature
- Date fields — Auto-filled or manually entered dates
- Text input fields — For names, titles, addresses, or other information
- Checkbox fields — For acknowledgments, terms acceptance, or multiple-choice options
Step 3: Add Recipients and Send
Enter the name and email address for each person who needs to sign. If multiple people need to sign, you can choose:
- Parallel signing — All recipients receive the document simultaneously
- Sequential signing — Recipients sign in a specific order (e.g., employee first, then manager)
Each recipient gets a unique, secure link via email. They can sign from any device — desktop, tablet, or phone — without creating an account or downloading an app.
Step 4: Track and Download
Monitor the status of your document from your dashboard. You'll see when each recipient opens and signs. Once everyone has signed, you'll receive a notification and can download the completed document with all signatures permanently embedded in the PDF.
Tips for Faster Signing
- Write a clear subject line — "Please sign: [Document Name]" works better than a generic message
- Minimize required fields — Only ask for what's truly necessary
- Set a deadline — "Please sign by Friday" creates gentle urgency
- Enable reminders — Auto-reminders for unsigned documents help prevent forgotten signatures