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April 29, 2020
Question

Send PDF copy of document before all steps completed

  • April 29, 2020
  • 0 replies
  • 237 views

I am using Adobe Sign (via web app) to create a Work Proposal/Agreement from a template.

 

The document outlines what services I will provide for the customer, as well as the cost.

They will sign that they agree to pay for the services.

 

I would like the ability to add a checkbox (or initials, etc) at the bottom stating that the payment has been recieved, and then send them a final copy.

 

I have tried adding extra signature step Signing step for this, but it creates a problem.

  • Signing Step A (Pre-fill) - I pre-fill the customer info in the document
  • Signing Step B (Customer) - Send document to customer for signatures
    (It may take a few days for the job to be completed & paid for)
  • Signing Step C (Me) - I fill in checkboxes, etc to mark that service is complete and they have paid

    The process works well enough, but there is a problem.
    I would like the customer to have a PDF copy of the agreement after Step B. As it is, they will only get a copy after ALL steps are completed. Is there any way to make sure they get a PDF copy when they sign the initial agreement? (if they click the link from the e-mail later, it says the document has already been signed. I would like them to be able to go back and read it at any time)

 

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