Documents & Contracts: Frequently Asked Questions
What happens if a client partially signs but doesn't complete the document?
If multiple signers are assigned and only some finish, the document stays in Waiting for others. Resend a reminder from the dashboard. It will not move to Completed until every required signer is done.
How secure are e-signatures and payment details?
ResQEngage applies SSL encryption to all documents and payment data. Each signature generates a certificate with the signer's IP address, email, and timestamp. Payment information is processed securely through your connected payment provider and is never stored in ResQEngage.
Can I create conditional content (different pricing depending on the client)?
Conditional logic inside a document is not currently supported. Each document is static once created. If you need variations, create multiple templates or use workflows to send different templates based on conditions.
What happens if I edit a template after sending a document?
Editing a template does not affect documents already sent. Changes apply only to future documents created from that template, which preserves the integrity of signed or pending agreements.
Can I accept multiple payment methods in one document?
Yes. If multiple processors are connected to your account, recipients can choose their preferred method at checkout.
How do expiry dates work?
Add an expiry date from the document action menu. Once the date passes, the document moves to Expired and can no longer be signed.
Can workflows trigger based on a specific template?
Yes. Workflows can filter by both Document Status and Template Name. For example, send a reminder only when a specific "Service Agreement" template remains unsigned for more than three days.
Was this article helpful?
Related articles
- What is listed on the Subscriptions page?In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions Please Note: Only subscriptions created via funnel version 2 order forms are listed on the subscriptions page. The ability to cancel subscriptions/initiate refunds will beGetting Started w/ Payments
- Using Apple Pay and Google PayAccepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods cannot match. Covered in this Article: How to use Apple Pay and Google Pay in theGetting Started w/ Payments
- Authorize.net integration for processing paymentsAuthorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years, providing payment processing services to businesses of all sizes. Authorize.Net provides robust security measures to protect transactions, sensGetting Started w/ Payments
- Auto Payments in Recurring TemplatesIntroducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments withoutGetting Started w/ Payments