Overview

Velaro Sign lets you place fillable boxes on an uploaded PDF contract. Besides signature, initials, date, text and checkbox, you can now add full name, email, company, title and dropdown boxes. Boxes can also be filled automatically so your customer has less to type.

Field types

You can also add an automatic signer name and signing date so the signature block fills itself in.

Automatic prefill

Give a box a prefill key (for example name or email). When a contract is created from a signup or form, the matching answers fill those boxes for the signer. Anything the signer has already typed is kept. Signature and initials boxes are always completed by the signer.

Changing fields

Fields can be changed on a contract until it is signed or voided. Use the field editor in Billing, then Contracts, or ask Moshky to change a label, required setting, prefill key or dropdown choices. Moshky shows you the change first and saves it only after you approve. Each change is recorded and can be undone.

Create a contract from a signup

When your signup or trial flow collects a customer's details, Velaro can create the contract, optionally email the signing link, and return a link your flow can show right away.

Questions Moshky can answer

• "Which fields on this contract are filled automatically?"
• "Make the company box required."
• "Add a Region dropdown with East and West."