Agreement Creation Wizard & Dashboard Redesign

A guided 3-step creation wizard simplifies sending agreements from start to finish, complemented by a completely refreshed dashboard and modernized application shell.

Propper Sign: Agreement Creation Wizard

Step-by-Step Wizard

Create and send agreements through a clear, guided 3-step workflow:

• Step 1: Agreement Info. Name your agreement, add recipients, and configure signing order with an improved recipients management panel.
• Step 2: Prepare. Upload documents and place form fields using the tag editor, with support for multi-document upload directly in the template editor.
• Step 3: Send. Review and send your agreement with a clear summary of all recipients and settings.

Get started with sending agreements

Agreement Recall

• Recall Sent Agreements. Recall an agreement that has been sent for signature if you need to make changes, then re-send when ready.

Document Management in Templates

• Reorder Documents. Drag and drop to reorder documents within a template.
• Remove Documents. Remove individual documents from multi-document templates. Learn about templates

Dashboard Redesign

• Grid Views. Agreements and templates are now displayed in a modern grid layout with improved visual hierarchy.
• Tabbed Navigation. Quickly switch between agreement statuses (draft, pending, completed, voided) with tab-based filtering.

App Shell Redesign

• Modernized Navigation. The application shell has been redesigned with improved sidebar navigation, cleaner layout, and better visual consistency.

See how easy it is to send your first agreement. Start your free trial and experience the new wizard, or book a demo for a personalized walkthrough.