E-signatures

Myra includes a native e-signature flow so you can send contracts, proposals, NDAs, and onboarding agreements without a third-party tool. Signatures can be collected through two surfaces: the full Proposals editor at /proposals/{id} (the recommended path for most documents) and the standalone E-sign page at /esign for quick one-off uploads.

Proposals - the primary signature surface

The Proposals editor (/proposals/{id}) is the main place to prepare and send documents for signature. It is organised into three tabs.

Document tab

Write or AI-draft the proposal content using the block editor (headings, paragraphs, bullet lists, pricing tables with totals, CTAs, and images). Set the title and link the proposal to a contact record so that signed acceptance automatically updates the lead's pipeline stage.

Recipients tab

Add as many recipients as the document requires. Each recipient is assigned one of four roles:

Every recipient gets a unique signing link tied to their individual access token, so you can see exactly who has signed and who hasn't.

Activity tab

A real-time timeline shows every event as it happens: sent, delivered, opened, viewed, downloaded, signed, declined, reminder sent, voided. Each event records the IP address, user agent, and timestamp, giving you a full audit trail without any extra steps.

Sending a document

When the document is ready, click Send. A dialog appears with three options before anything is dispatched:

• Personal message - an optional note shown to recipients on their signing page.
• Expiry - set the link to expire after 3, 7, 14, or 30 days, or leave it open-ended. Expired links show a friendly error to the recipient.
• Auto-reminder cadence - choose to send automatic reminders 1, 3, or 7 days after the initial send if a recipient has not yet signed.

On send, Myra:

1. Generates a branded PDF from the proposal content - business name in the header, currency-aware pricing tables, multi-page layout.
2. Stores it securely in the private signing-documents bucket.
3. Marks each signer and approver as sent and logs sent + delivered events on the activity timeline.
4. Schedules any reminder according to the chosen cadence.

Standalone uploads (/esign)

For a one-off document that doesn't need the full proposal editor - an existing PDF contract, NDA, or any other file - use the standalone E-sign page.

1. Go to /esign and click New document.
2. Give the document a title and enter the recipient's details.
3. Upload the source file (PDF, DOCX, or image). The file is stored privately per client.
4. Click Send for signature. The signing link is copied to your clipboard automatically.

The recipient signing experience (/sign/{token})

Recipients open their unique link in any browser - no account or login required. The signing page shows:

• Your business's logo and name (pulled from your branding settings).
• A role badge so they know whether they need to sign or just review.
• Any personal message you included when sending.
• The expiry date, if one was set.
• An embedded PDF viewer with the full document.

Recipients then choose one of three signature methods:

• Draw - finger or mouse on a canvas.
• Type - pick from three handwriting fonts (Dancing Script, Great Vibes, Sacramento).
• Upload - a PNG or JPG image of an existing signature.

Before submitting, the recipient must tick a legal consent checkbox. They can also Decline to sign and provide an optional reason. After signing, a thank-you screen appears with a download link to their signed copy.

Automatic lead promotion

When the last required signer (Signer or Approver) on a proposal completes their signature, Myra automatically:

1. Marks the proposal as accepted.
2. Promotes the linked lead to the Client pipeline stage.
3. Logs a "Proposal signed by …" note on the lead's activity timeline.

This means your pipeline stays accurate without any manual stage-moving.

Document statuses

Voiding a document

If a deal falls through or the document needs to change, click Void on the proposal or signing document. All signing links are immediately disabled and recipients who try to open them see a clear message that the document has been voided.

Audit trail

Every signed document stores a complete record: signer name and email, a copy of the signature image, the signing method used, IP address, user agent, and the exact timestamp. For proposals, every action also appears on the activity timeline so you have a single, chronological view of the entire signing process.

Permissions

Business staff can view and manage all signing documents and proposals across their clients. Client team members see only their own client's documents. The public /sign/{token} route requires no authentication - the recipient's unique token is the only credential needed.

FAQs

Can recipients sign on mobile? Yes. The signing page is fully responsive. The draw method works with touchscreens, and the type and upload methods work on any device with a browser.

Can I use my own branding on the signing page? Yes. The signing page automatically uses the logo and colours configured in your workspace branding settings.

What happens if I need to change the document after sending? Void the existing document, make your changes, and send a new version. The previous link is disabled immediately on void.

Can I collect multiple signatures on one document? Yes. Add as many Signer and Approver recipients as needed. Each signs independently via their own unique link, and the document is not marked complete until every required recipient has signed.