Some documents need to move through a very specific chain. The vendor signs first, then the internal owner, and only after that does the client receive it. We used to send the file to everyone at once and occasionally discover that someone had signed before an earlier review was complete. Setting the Signing Order removed that ambiguity and made the handoff much easier to control. The option to save a default order is especially useful for contracts that almost always follow the same route, since we do not have to rebuild the sequence every time. Signing Delegation has also solved a problem that comes up more often than it should. When an authorized signer is going to be away, they can temporarily route signature requests to another person instead of leaving documents stuck in someone’s inbox. We used it for a vendor agreement tied to a Monday start date, and it saved us from either waiting several days or sending a replacement contract from scratch. The mobile experience is another practical advantage. I have reviewed and signed documents between meetings from my phone without feeling like I was fighting a stripped-down version of the product. Review collected by and hosted on G2.com.
The notification flow is not something I trust blindly. Every so often, a recipient misses the invitation or the message lands in a secondary folder. For documents that can block a kickoff, I still send a personal note letting the person know the signature request is coming. If the document matters to the schedule, someone still needs to own the follow-up. Review collected by and hosted on G2.com.
