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How to sign a PDF with an eSignature

4 min read
Person signing a contract on a tablet

In a world that demands swift, secure, and efficient document handling, electronic signatures have emerged as a beacon of convenience. No more printing, scanning, or mailing—electronic signatures on PDFs streamline the process, ensuring you can finalize contracts, offer letters, and non-disclosure agreements in just a few clicks. Whether you're a seasoned professional or new to the realm of digital signatures, this guide will navigate you through the process of adding your electronic signature to a PDF using Conga Sign, a solution designed to revolutionize the way you handle documents. 


How to Sign a PDF  

Using Conga Sign: Navigating the Modern Frontier of eSignatures 

In a landscape where technology intertwines seamlessly with our daily workflows, the need for a secure and adaptable eSignature solution has never been more pronounced. Enter Conga Sign—a cutting-edge eSignature solution that transcends the boundaries of traditional paper-based signatures. Whether you engage with it on a web page or portal, web application, or seamlessly integrate it with your Salesforce instance, Conga Sign stands as a testament to modern innovation, redefining how we interact with documents and agreements. In the realm of digital evolution, Conga Sign doesn't just keep pace—it leads the way in reimagining the art of securing signatures and nurturing revenue. 

For those who have the privilege of a Conga Sign account, the process is incredibly straightforward: 

  1. Log in to Your Account: Access your Conga Sign account, where all your pending documents await your attention. 
  1. Open the Document: Click on the document that requires your electronic signature. You'll be swiftly directed to your signing interface. 
  1. Personalize Your Signature:  
  1. Type Your Name: Utilize the convenient text box to enter your name. 
  1. Choose a Font: Select a font that resonates with your signature style. 
  • Draw It: Use your mouse or trackpad to craft your signature. 
  • Upload an Image: Alternatively, you can upload an image of your existing signature. 
  1. Confirm and Complete: Once you're satisfied, hit 'CONFIRM,' and your electronic signature is seamlessly integrated into the document. 


Without Conga Sign: Navigating the Traditional Path  

For those who have not yet ventured into the world of Conga Sign, fear not—signing a PDF without the assistance of our software is a process that, while more traditional, can be mastered with a touch of finesse. Here's your guide: 

  1. Access the Document: Upon receiving an email containing a link to the PDF document, embark on the journey by clicking on the link, which will transport you to the heart of the in-progress PDF. 
  1. Engage Signing Mode: With the link clicked, you'll find yourself at the gates of the signing interface, a digital realm where your electronic signature will find its home. 
  1. Craft Your Identity: Much like an artist approaches their canvas, it's time to lend your personal touch. Type your name into the designated text field, an act that symbolizes your virtual presence. 
  1. Choose Your Aesthetic: The next step allows you to express your style through font selection. Choose a font that resonates with your signature persona, elevating the act of signing to an art form. 
  1. Signature Creation: Now, the essence of your identity takes form. Employ your mouse or trackpad to sketch your signature directly onto the screen, as if the digital ink were an extension of your hand. Alternatively, you have the option to upload an image of your established signature or just type in your name, an intricate fusion of the tangible and the virtual. 
  1. The Culmination: With your digital masterpiece poised for finality, it's time to solidify the pact. Press the 'CONFIRM' button, and watch as the electronic signature melds seamlessly with the fibers of the PDF document. 

While this path may not boast the streamlined efficiency of Conga Sign, it allows you to tread the roads of tradition, infusing the digital realm with a touch of the timeless. In an era of cutting-edge technology, there's a certain charm in navigating the intricacies of a process that has been etched into our understanding of document signing. 


How to Upload a PDF for Signature 

For a more hands-on approach, the Conga Sign for Web app offers you the flexibility to upload and customize PDF documents for signing: 

  1. Upload Your PDFs: Launch the Conga Sign for Web app and upload the PDF documents you want to be signed. 
  1. Customize Fields: Drag and drop the required fields onto the document for your signer to complete. These fields typically include name, address, date, initials, and, of course, the signature. Customize them to align with your specific needs. 
  1. Add Signer's Email Address: Ensure you add the email address of the intended signer. 
  1. Send for Signature: Click the "Send" button, and your customized form will be delivered to the signer, all set for their electronic signature to be added seamlessly to the PDF. 


Benefits of Using eSignatures for PDFs  

Embracing electronic signatures for your PDFs is not just about convenience—it's about transforming the way you handle documents. Conga Sign brings an array of benefits to the table: 

  • Remote Signing: The ability to sign remotely from any device empowers you to maintain productivity while on the move or in a hybrid work environment. 
  • Security and Confidence: Electronic signatures via Conga Sign are more secure than traditional paper signatures and email attachments, alleviating security concerns from the equation. 
  • Scalability: As your business grows, so does your document signing needs. Conga Sign caters to the demand for efficient and scalable solutions.  
  • Integration: Conga Sign seamlessly integrates with common applications, consolidating your eSignature needs and potentially reducing costs. 


Sign Your PDF with Conga Sign  

By now, you're well-equipped to dive into the world of electronic signatures. If you're ready to experience the future of document handling, explore how to create an eSignature with Conga Sign. Join the wave of efficiency and security that comes with embracing digital solutions. 

Don't wait—start streamlining your document signing process today with Conga Sign. Embrace the power of digital signatures and embark on a journey toward a more efficient and secure future for your documents. 

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