SignAndGoChoosing e-signing for a practice that runs on Xero.
If your clients, your contacts and your working papers already revolve around Xero, the e-signing tool you pick should fit that habit rather than add another place to look. These are the questions worth asking of any tool, and how SignAndGo answers each one.
Does the signed copy end up where you will look for it?
The most common complaint about e-signing in a Xero-centred office is the extra step at the end: someone downloads the finished PDF, renames it and uploads it again. Ask whether the tool can file the completed document into Xero by itself once the last person signs.
SignAndGo can. Connect your Xero organisation and switch on automatic filing, and each fully signed envelope is filed into Xero without anyone touching it.
What happens to a signer who is new to you?
Engagement letters often go to people who are not yet in your books. A tool that can add them to Xero as a contact saves a round of data entry, and keeps names and email addresses spelled the way the client typed them.
In SignAndGo this is a setting you choose: turn it on and new signers are added as Xero contacts; leave it off if you would rather manage contacts by hand.
How easy is it for the client?
Your clients are farmers, tradies, retirees and directors of small companies. Test the signing link yourself on a phone. It should open in the browser with nothing to install and no account to make, and every field should be obvious.
Check, too, that a client with a question can say so. In SignAndGo a signer can decline with a reason, which beats a document sitting unsigned for a fortnight with no explanation.
Will it handle the documents you send every week?
- Templates with a role for each signer, so the annual engagement letter is ready to go in seconds.
- Several documents in one envelope, for a letter of engagement plus a schedule of fees and an authority form.
- Signers in order or all at once, for companies with two directors or trusts with several trustees.
- An approver step, so a partner can check a letter before it reaches the client.
Can the whole team use it safely?
A practice is a team, not one login. Look for a shared workspace with admins who decide who can do what, templates shared across the office or kept private, and optional two-step sign-in on each account.
A short test with two or three real documents, sent to colleagues playing the client, will tell you more than any feature list. Time how long it takes to prepare an engagement letter from scratch, then from a template.
Finally, ask what record each envelope keeps. SignAndGo keeps an audit trail of every view and signature, with names, email addresses, times and IP addresses, plus a completion certificate.
Common questions
- Do my clients need a Xero login to sign?
- No. Signers only need the email link. Xero is connected on your side, by your practice.
- Can I stop SignAndGo creating contacts?
- Yes. Adding signers as Xero contacts is a setting, and you can leave it switched off.
- Is filing automatic for every envelope?
- Once automatic filing is on, documents are filed when everyone has signed. Envelopes still in progress are not filed.