Scalendo's Documents & Contracts feature now enables users to send a single document to multiple recipients, each with their own signature fields instead of limiting distribution to one signer. The system allows designating contacts as CC recipients (view-only) and including business users as signers within the same document.

Key Features:

Multiple Signers and CC Recipients: Recipients with signature fields are classified as Signers, while those added without signature fields function as CC recipients who receive copies but don't sign.

Unique Signing Links: Each Signer receives a unique URL that takes them directly to their own portion of the document, ensuring they only access their assigned fields.

Combined PDF and Signature Certificate: Once all parties complete their portions, the system generates a final PDF containing all signatures plus a certificate logging IP address, geographic location, and the exact date/time they viewed and signed.

Primary Recipient Logic: The first-added recipient becomes the primary recipient. Custom fields populate from their contact record, and an invoice automatically generates for them after all parties sign (if enabled).

Implementation Steps:

Users navigate to Documents & Contracts, create or edit templates, add multiple contacts in the Recipients section, and assign signature fields to each contact. Those without assigned fields become CC recipients.

Best Practices:

Order matters—add the intended primary recipient first. Communicate clearly with all parties about their roles, verify signature field placement before sending, and review signature certificates for high-stakes contracts.