---
title: Owner Contracts FAQ
description: The frequently asked questions about Documents &amp; Contracts
---

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1. [Help Center](https://help.vintory.com/?hsLang=en)
2. [Owner Contracts](https://help.vintory.com/owner-contracts?hsLang=en)

# Owner Contracts FAQ

## The frequently asked questions about Documents & Contracts

Updated: June 04, 2026

### **Q:  Is it feasible to send a document simultaneously to multiple clients?**

**A:** Yes, we now have the capability to send a document to multiple recipients and assign signature elements to each recipient, rather than just sending it to a single recipient within the document.

 

### **Q: Is it possible for multiple individuals to sign the same document?**

### **A****:**  Yes, each recipient will receive a unique link that allows them to sign only their specific section of the document. Recipients with a signature field assigned to them will be referred to as the **"Signer,"** while those without a signature field will be referred to as **CC (Carbon Copy)** recepient.

 

### **Q: Is the system capable of capturing the necessary legal data to authenticate a digital signature?**

**A:**  Upon completion of the document signing process, essential recipient details are automatically collected, and a signature certificate is generated. This certificate includes the following data:

- Name of the recipient
- Recipient email
- The document sent on Date with the timestamp.
- Document viewed on Date with a timestamp.
- Document signed on Date with timestamp
- IP Address
- Location
- Signature
- **Default notifications configured**

1. Estimate Received (Receiver)
2. Proposal received (Receiver)
3. Estimate Signed (Receiver)
4. Proposal signed (Receiver)
5. Estimate Signed (Sender)
6. Proposal signed (Sender)

 

### **Q: Is it possible to download the PDF and share it with the client instead of sending it via email?**

**A:** Yes, the download option is available inside the builder under three dots.

[![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155005564292/original/byUgG40OTK1yRJMlHGefujPy906aFw081A.png?1692382671)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155005564292/original/byUgG40OTK1yRJMlHGefujPy906aFw081A.png?1692382671)

 

### **Q: Is it possible for the client to download a PDF without having to sign the document?**

**A:** Yes, the document can be downloaded by the potential lead/contact before signing or finishing the document.

 

### **Q: Will the client receive a copy of the signed document upon completion?**

**A:** A default notification containing the pdf as an attachment is sent after the recipient successfully signs the document. The pdf contains a copy of the signed document and the signature certificate containing the abovementioned details.

 

### **Q: How to save contract as a draft?**

**A:** The system automatically saves the document as a draft.

 

### **Q: Is there a drop-down function for the recipient to choose from?**

**A:** Yes

**Example: Does this account belong to you?**

- - **Yes/No**

 

### **Q: Can we add checkboxes on the documents/contracts?**

**A:**  Yes, this feature is now available.

 

### **Q: Can I make some signatures required and others optional?**

**A:** This is not currently a function of Vintory's contract feature. The workaround would be to manually create another template that requires only one signature or to edit your template manually before sending. 

 

### **Q: My floating elements are not staying in the same position as on my template?**

**A:** If there is page break in the document there will be a misplacement issue with floating elements. We recommend adding more than one page in the contract which can be done using the "+" icon at the end of the document.

 

 

 

 

 

 

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