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Send a document for signature

Email a client a contract to sign online — upload it, place the fields, and DoulaFlow does the rest.

  1. Open the client's case view (click the client in your Clients list) and go to the Documents tab.
  2. Click Send for signature.
  3. Upload your contract (PDF or Word).
  4. In the editor that opens, drop the signature, initial, and date fields where the client should sign, then click Send.

DoulaFlow emails the client a secure signing link — nothing for them to install. When they sign, the completed document comes back into DoulaFlow automatically.

Each plan includes a set number of e-signatures. You'll see how many you have left right in the Send for signature window, so the limit is never a surprise.

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