How many auto-reminders can I send?
You can create up to four auto-reminders when setting up the signature request (any more than this, and the emails may end up in the client's spam folder). You can also send manual reminders through the signature request task.
Can I set up auto-reminders after creating the document request?
You're not able to set up auto-reminders after sending the e-signature request to a client, but you can send manual reminders through the task the request is attached to.
When do auto-reminders stop?
Pixie will automatically stop sending auto-reminders once the client has signed the document or if the maximum total reminders have been sent.
What type of documents can I send?
Documents must be in PDF format.
How many signature requests do I get?
Monthly subscription: With the monthly billing add-on, you receive 50 requests per month.
Annual subscription: With the annual billing add-on, you receive 600 requests in one go (50 requests per month x 12 months).
Please note - this is counted per request, not signature or document. So you could have multiple signees and documents in the one request.
How can I see how many signature requests I have remaining?
You can see how many requests you have left by going as though to create a new one-off signature request. How many requests you have remaining will show next to the link to upload a document.
You can also see this by viewing a Client task (this can be any client task) remaining documents show next to the link to upload a document.
How will I know when my client has signed the document?
You'll receive an email that says "your document signing request has been completed", with a link to the relevant task. It will also show as a completed task in your work tab.
How do I access signed document/s?
You can access the document via the relevant task or through files on the client record. From there, you can view or download the signed documents.
Is Document Signing included in my plan?
Pixie's Document Signing is an add-on, so it would need to be added to your current subscription if you haven't done so already.
You can do this by going to Billing > Add-ons > Document Signing (we have a full guide on how to do this here)
If I haven't used all of my signatures this month, will they roll over to next month?
On our monthly plan, unused signature requests don't roll over to the next month, but if you sign up for the annual plan, you get 600 signature requests immediately, and you have access to all of these for the entire year.
Can my client sign the document in a specific place on the page?
It's currently not possible to sign a document in a specific place with Pixie's Document Signing; however, Tax returns and yearly accounts signed through Pixie meet any client approval requirements for HMRC and Companies House, regardless of where the signature is placed.
The most important part of the signature request is the certificate of completion, which shows that the signature is valid and legally binding; this is included in Pixie's document signing.
Find out more about the international compliance and security of our document signing here.