E-Signature Integration
Getting a document signed used to mean: generate a PDF, send it by email, wait for the signed copy to come back, file it manually, and update the record status by hand.
Every one of those steps is friction. And friction in document workflows means delays in deals, projects, and operations.
Signatures Without Leaving Swifty
E-signature integration in Swifty brings the entire signature workflow into the platform. From a record's detail page, you can:
- Generate the document from the record's data
- Send it for signature directly from Swifty
- Track the signing status — sent, viewed, signed, declined
- Receive the signed document automatically when complete
- See the signed copy attached to the record in the right file category
The whole process happens in one place. No email threads. No manual filing. No status updates by hand.
Status in the Workflow
The signing status updates automatically as the recipient interacts with the document. You can see whether the document has been opened. You get notified when it's signed.
And you can configure the workflow to advance automatically when a signature is received — so a contract moving to "Signed" doesn't require manual intervention.
Legally Valid Signatures
The signatures collected through Swifty's integration are legally valid electronic signatures — compliant with eIDAS in Europe and equivalent standards in other jurisdictions. The signed document includes a full audit trail of who signed, from what device, at what time.
For Any Document That Needs a Signature
The integration works for any document generated from Swifty:
- Contracts and service agreements
- Proposals and quotes
- Delivery confirmations and handover protocols
- NDAs and consent forms
Wherever a signature is needed, the process is the same — and it's all handled in Swifty.