Sending documents

Add and reuse contacts

Save a recipient's details once, then pick them on your next request.

Save a recipient as a SignQuick contact from Contacts, then pick it on the Recipients step instead of typing their details again.

Updated October 16, 2026

Who can use this feature?

Plans: All plans. Free keeps up to 25 contacts, Pro up to 500, and Team has no contact limit.
Who can do it: Every active member can search and use contacts. To add, edit or delete them, you need contact management access. All active members have it unless the Owner limits Who can manage contacts.

Add a contact

Contacts keep a recipient's details for your next request. In Contacts, you can search them by name, email or company.

Step 1: In the sidebar, select Contacts.
Step 2: Select Add Contact.
Step 3: Enter the Full Name and Email. Company, Phone and Notes are optional.
Step 4: Select Add Contact.

Result: SignQuick shows Contact created and returns you to the Contacts list.

Contacts list showing a sample client, company, and document activity. — Search your contacts, add a client, or open their record from this list. All names and activity shown are demo data.

Use a saved contact in a document

Step 1: On the Recipients step of a new document, type at least two letters of a name or email in Name or Email.
Step 2: Select the contact in the list of matches.

Result: SignQuick fills in the recipient's name and email. Check the address before you send.

Common questions

How do I edit or delete a contact?

In Contacts, open the Contact actions menu on the contact's row. Select Edit, change the details and select Save Changes, or select Delete and confirm with Delete. Deleting can't be undone, and documents you sent to that contact stay as they are.

Why can't I change a contact's email?

Once an email is linked to documents you sent, SignQuick keeps it so the document history stays accurate. Create a separate contact with the new address.