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Creating Agreements

Each time you need signatures on a document, you create an agreement. You can start from a saved template, which already has the document, tags, and recipient roles set up, or build one from scratch if it's a one-off document.

Starting from a Template​

If you send the same type of document regularly, a template is the fastest path. The document is already attached, tags are in place, and you only need to fill in the recipient names.

  1. Go to Sign > Templates.
  2. Find the template you want to use.
  3. Click Use Template.
  4. Assign real names and email addresses to each recipient role.
  5. Review and send.

→ See Templates if you haven't set one up yet.

Starting from Scratch​

Use this when you have a document that doesn't fit an existing template, or when you're sending something for the first time.

  1. Go to Sign > Agreements.
  2. Click New Agreement.
  3. Give the agreement a clear, descriptive name, this appears in your dashboard and in emails sent to you (not to recipients).
  4. Upload your document.
  5. Add recipients and place tags.
  6. Send.

Examples of good agreement names:

  • "Employment Offer, Jane Smith"
  • "Q1 2026 Vendor Contract, Acme Corp"

Avoid vague names like "Agreement 1", they become hard to find when you have many agreements in flight.

Customizing the Invitation Email​

Every recipient gets an email with a link to sign. You can customize what that email says.

  • Subject line, Defaults to "Please sign this agreement". A specific subject improves open rates. For example: "Your employment offer from Acme Corp" or "NDA, please review and sign".
  • Message, Use this to explain the document, what you need, and any time-sensitive context. Keep it brief and professional.
tip

If you send the same agreement type regularly, save a template with a pre-written email message so you don't have to rewrite it each time.

Before You Send: Checklist​

Use this before clicking Send Agreement:

  • Document uploaded and preview looks correct
  • All recipients added with correct email addresses
  • Tags placed and assigned to the right recipients
  • Signing order set if signatures need to happen in a specific sequence
  • Identity verification configured for recipients who need it
  • Email subject and message reviewed

If the Send Agreement button is disabled, look for a validation error on the page. Common causes: a recipient with no tags assigned, or a required tag left unassigned.

After You Send​

Once you click Send, each recipient in the first signing step gets an email with a link to sign. If you've set up sequential signing, later recipients are notified automatically after earlier ones finish.

You can track progress in real time from Sign > Agreements. When everyone has signed, Propper finalizes the document and attaches a completion certificate. All parties receive a copy by email.

→ See Managing Agreements to track, download, and manage sent agreements.

Troubleshooting​

The New Agreement button isn't available, Your plan may not include agreements, or you may have reached your plan limit. Contact your organization admin.

Recipients aren't receiving the invitation, Check that email addresses are spelled correctly and ask recipients to check their spam folder.

Need to make changes after sending, Sent agreements can't be edited. Void the agreement and send a corrected version. → See Voiding Agreements.

A recipient says they didn't get the email, Open the agreement, find the recipient, and click Resend.