You may run into cases where you send out an agreement for electronic signature but then realize you need to make a change after you've sent it. Maybe you sent an agreement for the wrong quote, maybe the customer information was wrong, or maybe some time has elapsed and you've made changes to the project design on an un-signed deal.
Whatever the case, you're able to void agreements and contracts that are out for signature. Read more to learn how it works.
Voiding Agreements
The quote tile for the agreement that's been sent will display an option to void, shown below. You can only select this option for quotes that have an agreement out for e-signature, otherwise you will only have options to download the agreement or send it for e-sign. You can't void documents have have already been signed and completed.
Confirming
If you want to cancel an agreement that is out for signature, simply click on the option to void and then Confirm in the following pop-up. Select Cancel only if you clicked this option by mistake or want to check project information before voiding.
After you've confirmed, you've effectively cancelled this version of the contract. You'll be able to re-send the same agreement or new agreement associated with a different quote. Changes to project information and customer information can be made before or after voiding the agreement, just make sure to make any needed changes before sending an agreement again.
What e-sign emails will the customer see?
When you first send the agreement via e-sign, the customer gets an email from DocuSign.
They may go to the e-sign document without finishing the signature process. An example of an e-sign document is shown below.
If you void the agreement, they receive a new email letting them know the document has been voided and they are unable to sign the old document.
Here is an example of the email indicating that the document has been voided:
If they try to go to the sign document link in the old email, they see that the document has been voided:
The customer will be able to sign any new (unvoided) agreements that are sent out. That wraps up our overview of agreement voiding!
Voiding Agreements
Voiding an agreement means that the agreement previously sent out can no longer be e-signed by any of the recipients and any existing signatures are disregarded.
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