E-Signatures: Sending a PDF for Signature

If you just want to send a PDF for signature, the easiest way to start is from E-Signatures in the sidebar. You do not need to build a full form first.

This workflow is ideal when you want to:

Upload a PDF and send it for signature quickly
Add signature, text, and date fields to a document
Share the form link or send the document to a named recipient by email
Enable email verification for stronger signer proof

If you also need to collect extra information before the document is signed, choose Collect extra data first in the upload dialog. meetergo will still start from the document, but keep the full form builder available.

Start a New Document

Open E-Signatures in the sidebar.
Click Upload PDF.
Choose one of the two options:
- Just get signatures — best for a lightweight document-signing flow
- Collect extra data first — best if the signer should answer additional questions before reviewing the PDF
Enter an internal document name.
Upload your PDF file. The limit is 20 MB.
Decide whether to enable Email verification.
Click Create document.

After that, meetergo creates the underlying form for you automatically, with one field named Review and sign document. That field holds your PDF, and a signature is required on it by default.

Place Fields on the PDF

Once the document is created, you land in the document setup screen.

From there you can:

Upload or replace the PDF if needed
Place signature fields on the document
Add text placeholders and date fields
Configure whether a signature is required
Enable email OTP verification for stronger signer proof

You can come back to this any time: open the form, go to the Automation tab, section Documents & Signatures, and click Edit PDF on the document card.

Placing a signature field is not the same as filling the document in. If your PDF only carries signature and date fields, the name, address and other details stay blank on the signed copy. Add the questions on the Form tab first, then drag each field from the palette onto the right spot on the page in Edit PDF. The answers are inserted automatically when the person signs. Step by step: Using PDF Templates on Forms.

There is no separate "signing link". Whichever route you pick, the signer opens the form that holds your PDF and signs inside it.

Send it to a named recipient

Open E-Signatures and click Send now on the document. The send dialog opens on top of the document's Submissions tab.
If you closed the dialog, switch to the Recipients view on that tab and click Send form to reopen it.
Pick a CRM contact or type a name, and enter an email address or phone number.
Choose the channel: Email, Phone (SMS), WhatsApp or Both.
Optionally add a personal message and prefill fields, then click Send.

meetergo generates a personal form link for that recipient and mails it out. The Recipients table then shows Sent, Opened and Completed per person.

Send now is also on the Automation → Documents tab as Send for Signature, and it opens the same dialog. If the button carries a lock icon, sending to named recipients is not included in your plan. See Plans and monthly limits.

Every document flow has a public form link (form editor → Settings → Public link). Anyone who opens it can review and sign the PDF, on every plan and without adding a recipient first. Turn on Email verification when you share the link more widely, so the signer's identity is confirmed before the signature is accepted.

If the recipient says the link never arrived, look up their address in the Email log (Admin Center → Emails → Logs). Delivered means the receiving mail server accepted it, so it is worth checking spam and the "via meetergo" sender. No entry at all means the send was never triggered, so send it again from the Recipients view.

Track Status

The E-Signatures page groups documents by status:

Needs setup — the document exists, but the PDF or field placement still needs work
Ready to send — the PDF is attached and the document can be opened for delivery

You can also open the linked form at any time if you want to adjust routing, extra questions, or recipient workflows.

After Signing: Who Gets the Signed Document

Once the signer accepts, meetergo appends the audit page to the PDF, signs it cryptographically and stores it with the submission. From there:

Who	What they get	Where
The signer	The finished PDF by email, automatically	Sent as soon as they submit, if Send signed document to the signer is on
You	The submission with a download link for the signed PDF	Form editor → Submissions
Your systems	The signed PDF as a download URL in the webhook payload	`form_submission` webhook, in the `files` array

The signer's copy

The email is on by default. To check or change it, open the form → Settings tab → Notifications → Send signed document to the signer.

The signer receives a mail titled Your signed document: <document name> with the finished PDF attached, and the last page of that PDF holds the audit trail with timestamp and checksum. Two conditions have to be met:

The form must capture the signer's email address. The copy goes to the email address on the submission, so a document flow with no email field has nobody to send it to. Documents you send from the Recipients view always have one.
Documents over 8 MB are not attached. Below that size the PDF rides along in the email; above it the signer gets a download link in the same email instead.

If the mail cannot be sent, the signature is still valid and stored. Nothing about the signing itself depends on this email.

Your own copy

Open the form → Submissions tab → the submission → Download on the document field. The submission notification you receive when someone submits ("Email on submission" in the same Notifications section) lists the answers and links to the submission; download the signed PDF from there.

Plans and Monthly Limits

E-signatures are included on every plan under a monthly send limit.

	Below Suite	Suite (formerly Growth)	Premium (formerly Teams)
Documents sent for signature per month	3	Unlimited	Unlimited
Email verification (FES)	Not available	50 per month	Unlimited
Send to a named recipient	Locked	Locked	Included
Share the form link	Included	Included	Included

A few details that decide whether a send counts:

Only sends to recipients count against the limit. Sharing the form link and collecting signatures through it is not metered.
The allowance is shared across the whole company and across both routes (the Recipients view and the signature API).
Send form sits in the same Recipients view routing forms use, so it stays locked below Premium. Sharing the form link is the route on lower plans.
Turning on Email verification (FES) on a document below Suite blocks the send with an upgrade prompt. Turn it off to send the same document as a simple signature (SES).

When to Use E-Signatures vs. Form Fields

Use E-Signatures when:

your starting point is a PDF document
you want the shortest possible path to “send this for signature”
you only need light signer input

Use a regular Signature field when:

you only need a hand-drawn signature image inside a form
there is no PDF document involved
the signature is just one answer among many form responses

FAQ

Do I still need forms to use this workflow?

No. The document-first flow creates the underlying structure for you automatically. Forms are only needed if you want additional questions, routing logic, or more advanced workflows.

Can I add email verification later?

Yes. Open the document in the Documents view and enable Email verification in the signature settings.

Can I upload a PDF first and map fields later?

Yes. You can create the document first, then return later to place fields or finish setup.

What if I need legally stronger signer proof?

Enable email verification. For more detail, see Fortified Electronic Signature (FES) and Email Verification.

Does the person who signed get the document automatically?

Yes. Send signed document to the signer is on by default, so the finished PDF goes out by email the moment they submit. See After Signing: Who Gets the Signed Document. You do not need a workflow or a webhook for this.

I clicked Send now and only see past submissions

Send now opens the send dialog on top of the document's Submissions tab, so once the dialog is closed you are looking at past submissions. The sending itself lives in the Recipients view on that tab, behind the Send form button. If the view shows an upgrade notice instead of a recipient list, sending to named recipients is not part of your plan; share the form link instead.

Which e-signature provider do you use?

None. Everything runs inside meetergo on EU infrastructure, and the signer does not need an account anywhere. See Fortified Electronic Signature (FES) and Email Verification for what meetergo produces itself.

The signer says the signature button is hard to see

The signing page uses your brand color. If it is set to white, the button all but disappears on a white background. Change it under Branding.