Sending an agreement
Open Agreements to choose a template, add signers, and send a contract for eSignature. Everyone receives a secure signing link by email, and a finalized PDF copy is stored in your Mallow account once all parties have signed.
Choose a template
All agreements start from a template in the Agreements library.
In Mallow, open Agreements.
Choose one of the following:
Default Templates — select a pre-built template from the library.
Custom Templates — use a template you or your team created.
Build your own — start from scratch and design a new reusable template.
Click the template you want to use to open the contract creation page.
If you need to create or edit a reusable template, see Build a contract template.
Add recipients and fields
Before sending, add the people who need to sign and place the fields they will fill out.
Enter each signer’s name and email. Both are required for every recipient.
Place the fields the signer must complete — such as signature lines, dates, or text inputs — on the document.
Add a brief explanation to any field if you want to guide the signer through the document.
Review and send
Double-check the contract and recipient list before sending it out.
On the review screen, confirm the document looks correct and the recipient list is complete.
Click Send to Signees.
After you send, Mallow returns you to the Contracts list so you can track progress.
What happens after signing
Each signer receives an email with a secure link to review and sign the document.
When all parties have signed, everyone automatically receives a downloadable PDF copy.
A finalized copy is permanently stored in your Mallow account for easy access.
Important notes
There is no limit on the number of contracts you can send or signatures you can collect. See Envelope limits – we don't have any for details.
Sending a contract does not automatically create a client record in your Portal. Contracts and clients are kept separate.
Mallow eSignatures are legally binding under the ESIGN Act and UETA. See Are eSignatures legally-binding with Mallow? for more on legal validity.