Overview
Wingmate partners with DocuSign to send Agreements and other Documents to clients for Electronic Signature.
It allows Document Generators to email important documents, such as Proposals and Service Agreements, directly to the client’s Primary Contact for review and signing.
There may be situations where a recipient chooses not to proceed with signing an agreement. This article explains how a recipient can decline an agreement using DocuSign.
What is DocuSign?
DocuSign is Wingmate’s built-in electronic signature system that allows your team to send documents to clients for digital signing.
With DocuSign, you can:
Send Agreements and Proposals to clients by email
Allow clients to review and sign documents online
Allow clients to decline documents if they choose not to proceed
Automatically track document status, e.g., Sent, Viewed, Signed, Declined
Keep both your team and your client informed through automatic notifications
Common documents sent with DocuSign include:
Proposals
Service Agreements
Contracts
This eliminates the need for printing, scanning, and manual paperwork, making the signing process faster, simpler, and more secure.
How to Decline an Agreement?
Step 1: Navigate to the Lead in Wingmate
From the desktop or mobile app, navigate to the Lead in Wingmate which you sent the document for eSignature to.
Scroll down to the Attachments section to where the document sent for eSignature resides.
Step 2: press the ⋮ button to open the Action menu.
Pressing the button will open up the available actions.
Step 3: Press 'Void' from the Action Menu.
Press the 'Void' button to void the document.
A model will appear requesting you confirm you wish to void the document. Note that this is an irreversible action and cannot be undone.
Pressing 'Void' will confirm, and void the document.
Step 4: The Document is now voided
The document will no longer be valid and no signing member will be able to access the document anymore.
Tips & Best Practices
Declining an agreement permanently voids the document; it cannot be signed afterward.
Adding an Update to the Lead activity field with the reason for declining helps in the future to understand why it was voided.
Always review the document carefully before declining to ensure the decision is intentional.