The purpose of this step is to generate a contract or agreement for digital signing by utilizing a pre-designed template and incorporating customer-specific details. To create a contract/agreement PDF for digital signing, there are 2 options:

Here is a step-by-step process to use Signzy’s template engine to create a contract/agreement PDF for digital signing.

Upload a premade template in the 3 supported template formats (HTML, DOCX, Editable PDF). For example, a template of current account opening form or a demat account opening form. Here is a sample editable PDF - https://persist.signzy.tech/api/files/570712949/download/1348caafc56444acba86a65b3ac73533540ce5bc95d3479cb9a66fd4831c7e2a.pdf

Collect specific information for each customer, such as their name, date of birth, gender, photo, etc. For the above sample, a sample JSON data would be -

The final PDF will serve as a contract or agreement. It needs to be digitally signed.

By following these steps, you can upload a template, gather customer data, merge the data with the template, and create a final PDF document that can be digitally signed.

Here is a step-by-step process to create your own contract/agreement PDF document for digital signing.

Create your own contract or agreement in a PDF format or PDFBase64.

Give the final PDF, which will serve as the contract or agreement to digitally sign.

In short, you can design your own contract PDF, request digital signatures from the customer, and provide them with the final PDF to sign digitally.

Once you create the PDF document which needs to be signed, you can give the option to the end customer to preview the document on your mobile application/web application. In this way, you can control the experience of previewing the document and then moving to the next step of signing.