Prerequisite: You have completed the negotiation of your project and are now ready to initiate the signature process with the co-contractor.
If the Tomorro signature has been configured by your administrators in the project template you’re using, everything takes place directly within Tomorro : including the signature phase.
Signature preparation
To begin, open the contract and click "Resend."
Choose to send the project for signature by clicking “Prepare Signature.”
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Signature zones and settings
Signature fields will then appear in blue (for your organization) and in yellow (for your counterparty).
Need to add new signature fields?
Simply click on the document with your mouse; a “✚” symbol will appear, allowing you to add fields directly on your project.
Add the signatories in the "Signatories" section on the right side of the screen.
Customize the signature (optional)
Define a signature order (optional)
Once the signature preparation is complete, all the red dots have disappeared.
Click “Validate Preparation” at the top right of your platform.
Send for signature
You’ll then be redirected to the “Send for Signature” page, where you can find :
The names of the signatories (internal and external)
The signing order
The note to the counterparty (predefined by your administrators or customizable)
Automatic reminders (customizable)
The counterparty receives a reminder every 5 days, for a total of 3 reminders.
Verify settinfgs
Click “Send for Signature” to validate
Approval process before signature
For Tomorro signature, if signing the document is conditional upon an approval process, it will appear as follows:
By clicking on Send for signature, the approvers will be notified.
Once the project has been approved by all approvers, it will be automatically sent to the signatories.
Track your projects signatures on your dashboard: Ongoing Negotiations