When your prospect is ready to move forward, Revian makes it simple to send an accepted proposal for e-signature through your existing DocuSign or PandaDoc account. One click routes the proposal to your connected provider and sends the signer a notification.
Prerequisite: You need a connected DocuSign or PandaDoc account. Set this up in Settings > Integrations.
Sending for signature
After a prospect accepts your proposal (by clicking Accept in the proposal portal), you'll see a new option on the proposal record: Send for Signature.
Clicking this button:
- Generates a PDF version of the accepted proposal
- Routes the document to your connected DocuSign or PandaDoc account
- Sends the signer an email notification via your provider
The entire process takes just a few seconds. Signature fields are added automatically based on your provider's template settings.
Note: You can also send proposals that haven't been formally accepted. This is useful when you've discussed terms verbally and want to move straight to signature.
The signer experience
When you send a signature request, your signer receives a professional email notification. Here's what their experience looks like:
Email notification
The signer receives an email from Revian (on your behalf) with a clear call to action. The email includes your company name, the document title, and a prominent Review & Sign button.
Signing flow
Clicking the button opens the document in their browser. No account creation required. The signer can:
- Review the full document before signing
- Click through guided signature and initial fields
- Type, draw, or upload their signature
- Complete on any device (desktop, tablet, phone)
Typical signing time
Most signers complete the process in under 2 minutes. The guided flow highlights each field that needs attention, making it nearly impossible to miss anything.
Completion confirmation
Once the signer completes all required fields and clicks Finish, they see a confirmation screen. They also receive an email with a link to download the signed document for their records.
After signing
When a document is fully signed, several things happen automatically in Revian:
Signed document storage
The completed, signed PDF is automatically attached to:
- The original proposal record
- The associated deal record
- The contact record for the signer
You can access the signed document anytime from any of these locations. Documents are stored securely and retained according to your account settings.
Certificate of completion
Every signed document includes a certificate of completion from your e-signature provider (DocuSign or PandaDoc). This certificate contains:
Certificate details
- Document ID and title
- Names and email addresses of all signers
- Timestamps for each signature
- IP addresses at time of signing
- Cryptographic hash to verify document integrity
This certificate serves as legal proof of the signing event and can be presented if the signature is ever questioned.
Automatic deal stage advancement
When a signature request is completed, Revian can automatically move the associated deal to your "Closed Won" stage (or any stage you configure).
To enable this:
- Go to Settings and then Pipeline
- Select the stage to advance to on signature completion
- Save your changes
This automation ensures your pipeline stays accurate without manual updates. The moment a contract is signed, your deal moves to closed and your forecast updates accordingly.
Tip: You can also trigger other automations on signature completion, like sending a welcome email or creating onboarding tasks.
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