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How to create a document and send it for e-signature in FlowForce

Last updated on Nov 09, 2026

Open Documents in the MORE group of the sidebar and click New document. Start from a template, a blank agreement or a PDF, add your signers, and click Review & send. Documents is in Beta.

The New document menu with the ways to start a document

Ways to start

Click New document and choose one:

  • From template starts from a saved template.
  • Blank agreement opens an empty document you write yourself.
  • Upload PDF uses a PDF you already have.
  • From Google Drive and From OneDrive pick a file from your drive. Connect the drive first. See How to connect Google Drive or OneDrive to FlowForce.

Write a document

  1. Click Documents in the MORE group of the sidebar.
  2. Click New document, then Blank agreement.
  3. Click Document title and type a title.
  4. Type your text in the box. Type @ to insert a merge field, or type / for blocks and formatting. Use Heading or Paragraph at the bottom right to add the next section.

FlowForce saves a draft as you work. The page shows "Draft saved" at the top.

The document editor with signers, merge fields and page header settings

Add signers and merge fields

  • Under Signers, click Add. Add each person, then place their signature, date and checkbox fields inline in the document.
  • Under Merge fields, search for CRM data about the buyer, the property and the deal. Insert a field so each document fills itself in with the right details.

Header and footer

The Header & footer switch under Page chrome adds your company name and logo to the page. It uses what you set in your company settings, and it is frozen when you send the document. Click Branding at the top of the Documents page to set your logo. See How to set up your company profile in FlowForce.

Preview and send

Click Preview PDF to see the finished page. When you are happy, click Review & send. The Flow button at the top is the AI assistant.

Find your documents

The Documents list shows each document with its status, type and who it is assigned to. Use All statuses to filter. A new document shows Draft until you send it.

If it did not work

I do not see Documents. It is in the MORE group of the sidebar. It is a Beta feature, and your role may not include it. Ask an admin.

My logo is missing from the page. Check that Header & footer is on, and add your logo under Branding.

I cannot choose From Google Drive. Connect Google Drive first under Integrations.

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