Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Perfex already lets a customer sign a contract, and accept a proposal or an estimate. That signature is one box, for one person, on that document.

Signing Request for Perfex CRM is what you send when that box is not enough. An invoice, estimate, proposal, contract, or a file you upload goes out to several people. Each person gets a private link and only the fields assigned to them. You choose the order. Reminders follow up. When everyone required has signed, you keep a certificate and a locked PDF whose hash is checked on every download.

Featured

• Start from an invoice, estimate, proposal, contract, or a PDF or image you upload
• Place signature, initials, date, text, and checkbox fields, and drag a field from one page to another
• Write on the page. Bold, italic, underline, font, size, alignment, and lists
• Several people, in order or at the same time, with reminders and an expiry date
• A certificate and a locked PDF when everyone required has signed
• Administrators choose which documents can start a request, and which file types an upload can use

Why you need it

The contract signature in Perfex records that the customer signed. A signing request covers the rest of the job:

• More than one person, each with a name and an email
• A set order, so the next person is emailed only after the previous one signs
• Initials, a date, a short note, and a checkbox, each assigned to one person
• The same request on an invoice or an estimate, not only on a contract
• A reason when someone declines
• Reminders, an expiry date, and a way to void a request that should stop
• An audit trail of who was sent the link, who opened it, who signed, and who downloaded the file

The benefit is a finished file you can hand back. Proposals and estimates are marked accepted in Perfex. Contracts are marked signed. Invoices get an activity entry, because a Perfex invoice has no signed status. Perfex still stores one signature on the original document. Every other signer is on the locked PDF and the certificate.

What you can send

• Invoices — the client signs an excerpt of the invoice. Perfex logs the activity when it is done
• Estimates — marked accepted, with the primary signature
• Proposals — marked accepted, with the primary signature
• Contracts — marked signed, with the primary signature, on top of the signature Perfex already collects
• Your own file — a PDF or images, uploaded when you create the request. The locked PDF is the finished file. Nothing in Perfex is marked accepted, because the upload is not one of those documents

Start from the document, or from E-Sign → New request. On that form, pick an existing document or upload a file. The file is chosen once, when the request is created. One open request per Perfex document. An upload always starts a new request.

Signers

• Add each person with a name, an email, and a role
• Signer completes the fields assigned to them
• Receives a copy does not sign, and gets the executed PDF when everyone has finished
• Edit a name and email while the request is still a draft
• Drag people into the order they sign, or let everyone sign at the same time
• Someone who has already signed stays on the request. Their signature stays with it

Fields

• Text on the page is part of the document. Click it and the toolbar sets bold, italic, underline, font, size, alignment, and lists
• Signature and initials, plus a date, a short text answer, and a checkbox. Each one is assigned to one signer
• Drag a field on the page, onto another page, and resize it from the corner
• Add a blank page when the document needs more room, up to 20 pages. Pages that came from an upload stay. A blank page you added can be removed
• Sending requires every signer field to be assigned, and each signer to have a signature or initials field

Settings

Settings are for administrators.

• Turn signing requests on or off for invoices, estimates, proposals, and contracts. A document you turn off keeps any request that is already open
• Default reminder interval and expiry. Use 0 days for no expiry. Each request can override this before it is sent
• Allowed files is a comma-separated list. PDF, PNG, JPG, and WEBP are included. Add more image types, such as gif

After you send

• Each signer opens a private link and completes only their fields
• They can decline, and they must give a reason
• Send reminder emails whoever’s turn it is. Cron sends the same reminder after the number of days you set
• An expiry date closes a request that has run out of time
• Void stops signing. Void a request before you delete it
• The audit trail records created, sent, viewed, reminded, signed, declined, completed, and downloaded

The file you keep

• An executed PDF, written when everyone required has signed
• A certificate of completion
• A stored file hash. If the file no longer matches, the download is blocked
• Email wording you edit under Setup → Email Templates, in the E-Sign group

See How Signing Request Works

DEMO

Admin Username

[email protected]

Password

password@1234

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

VERSION HISTORY

Version 1.0.0 – 8th October 2026

Initial Release