Using Dropbox Sign

  • Updated on Jun 13, 2025
  • Published on Jan 11, 2022
  • 2 minute(s) read
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Dropbox Sign lets one or more customers sign documents using a link they receive via email.
You can request digital signatures for:

  • Files you upload to a customer's account
  • Proposals
  • Documents you generate using document templates

In all cases, customers receive an email notification prompting them to sign the document using a unique link.

Our integration with Dropbox Sign does not support any of the following as part of the signature process:
  • Initials
  • Notes
  • Checkboxes
  • Amendments or modifications

Requesting digital signatures for document templates

You can create customer-specific documents using document templates.

Templates can be used for contracts, statements, or any other type of document. You can request a digital signature when creating any document based on a template.

For example, if you use a document template for dedicated desk contracts, you can request a digital signature when generating contracts for customers.

  1. Log in to dashboard.nexudus.com if you aren't already.

  3. Click the three dots icon next to the relevant customer.
  4. Click Create document in the drop-down menu.
You can only generate one document at a time.
  1. Select the template you want to use for the document.
  2. Enable the Request the customer to digitally sign this document toggle.
  3. Add any additional signatories you would like to sign the document.
Add signatories in the order you'd like to have them sign the document.

  1. Click Yes, do it to confirm.

Your customer should receive an email notification asking them to sign the file within a few minutes.

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The document also instantly appears in the Documents list on the Admin Panel with an Out for signature and Shared status. As soon as the document is signed, the status automatically switches to Signed.

If you requested more than one signature, the document will show how many people have already signed the document and the total number of signatures expected.

Requesting digital signatures for external documents

You can upload external documents to Nexudus and ask customers to sign them using Dropbox Sign.

For example, if you create your contracts in Word or Acrobat, you can upload each customer contract to your Nexudus account and request a digital signature.

This method only works for external documents.

If you want to request digital signatures for documents created using document templates, scroll up and follow the Requesting Digital Signatures for Document Templates instructions.

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click CRM > Documents.

  3. Click Add document.

  4. Select the relevant Customer.

  5. Click Select file and upload the relevant document.

Upload PDF or PNG files if you want to maintain the document's original formatting.

  1. Edit the file Name if needed.

  2. Add any Notes that are relevant to the customer.

Notes are included in the notification customers receive via email.

  1. Enable the Share this document with the customer toggle.

  2. Enable the Request the customer to e-sign this document toggle.

  3. Click the Save Changes button.

Your customer should receive an email notification asking them to sign the file within a few minutes.

image.png

The document also instantly appears in the Documents list on the Admin Panel with an Out for signature and Shared status. As soon as the document is signed, its status automatically switches to Signed.

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