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Declining, and asking questions before signing

How a signer raises an issue without the conversation moving to email.

Comments

A signer can leave a comment on the signing page — a question about a clause, a correction, a request for clarification. You're notified by email and can answer from the envelope page; they're notified of your reply.

The whole exchange sits with the agreement, so six months later the context is still there rather than lost in somebody's inbox.

Declining

If a signer won't sign, they decline with a reason. The envelope moves to declined, remaining recipients are not invited, and you're notified immediately with the reason.

Declining is deliberately a first-class outcome rather than an error. An agreement that was refused, with the reason recorded, is far more useful than one that simply went quiet.

What happens next

You can:

automatically whenever anything is declined

  • leave it — declined envelopes stay in your records with the full audit trail
Allowing declines can be switched off account-wide under Admin → Settings, but think carefully. Removing the button doesn't make someone agree; it just moves the refusal somewhere you can't see it.
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