How to send a signature request on dropbox.com

A signature request refers to the entire transaction of preparing and sending one or more documents to be electronically signed by one or more signers, then receiving the signed document(s). As long as you send the document(s) to the signer(s) in a single request, it counts as only one signature request.

How to send a signature request

You can send signature requests from the Signatures page on dropbox.com.

Note: All Dropbox customers can send up to three free signature requests per month. Customers on paid Dropbox Sign plans and the Dropbox Professional + eSign plan can send more, depending on their plan.

To send a signature request:

1. Sign in to dropbox.com.
2. Click Signatures in the left sidebar.
3. Click Sign.
4. Choose Send for signature.
   • Note: If you don’t have a Dropbox Sign account, click the checkbox to accept terms and conditions.
5. Check the box next to the file you’d like to use. You can use the search bar or navigate through  My Files or Recents if it doesn’t show up immediately.
   • Note: You can also upload a file by clicking Upload files in the upper right.
6. Click Choose.
7. Enter the names and email addresses for the signers you’d like to include.
   • Note: Click Add another signer or Add me as a signer to add someone else or yourself to the document.
8. Click Next. 
9. Place the signer fields. Learn more about the Dropbox Sign editor. 
10. Click Next. 
11. Edit the title of the document, if you’d like. 
12. Choose a location to save the document. 
13. Click Next. 
14. Review all signers’ names and emails. 
15. Click Add CC recipient to add anyone you’d like to CC.
16. Add an email message, if you’d like.
17. Click Send for signature. 

The signature request will appear in the Documents tab.

How to send a signature request using a template 

You can also send a signature request using a template. Learn how to create templates.

Note: You must have a paid Dropbox Sign or the Professional + eSign plan in order to manage templates.

To send a signature request using a template:

1. Sign in to dropbox.com.
2. Click Signatures in the left sidebar.
3. Click the Templates tab. 
4. Click “…” (ellipsis) next to the template you wish to use.
5. Click Use. A new document will be created.
6. Enter the names and email addresses for the signers you’d like to include.
7. Click Next. 
8. Edit the document title, if you’d like. 
9. Choose a location to save the document. 
10. Click Next. 
11. Review all signers’ names and emails.
12. Add an email message, if you’d like.
13. Click Send for signature. 

The signature request will be added to the Documents tab.