Skip to content
English
Sign in
Go to vintory.com
  • There are no suggestions because the search field is empty.

Owner Contracts FAQ

The frequently asked questions about Documents & Contracts

Updated: February 11, 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.

 

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.