Every signer lands in your contacts, details included
Your best customer list is the people who've signed with you. Instead of copying names out of signed PDFs, let SignMaster keep it for you: everyone you send to is saved as a contact, and the details they fill in when they sign are added to their record.
Updated November 5, 2026 · 2 min read
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What gets saved, and when
| Moment | What's saved | Plans |
|---|---|---|
| When you send | Each signer's and copy recipient's name and email; for a signer group, each person in it | Every plan |
| When someone signs | Their name, plus the phone number and company from their own phone and company fields | Solo, Crew and Company |
The second step matters most for people you never typed in yourself: visitors who sign through a public signing link, and envelopes your other systems create through the API. They become contacts the moment they finish.
Signing fills blanks, never overwrites
- Contacts are matched by email, ignoring capital letters, so one person doesn't become three.
- A new person gets a new contact with what they filled in.
- Someone you already have only gets the details their contact was missing. If you corrected their company name by hand, a later signature doesn't undo it. (Sending is different: the name you type on an envelope becomes the contact's name.)
- The sender is credited. Each saved contact shows as added by the person who sent the envelope, so filters by teammate still make sense.
- It never blocks signing. If saving a contact fails for any reason, the signature goes through anyway.
Turn it on or off
It's on for every workspace to start. On the Contacts page, the Save signers automatically switch controls it, and only owners and admins can change it; everyone else sees whether it's on. Turning it off stops both kinds of saving, at sending and at signing. Contacts already saved stay where they are.
Some businesses keep it off on purpose, for example a firm whose envelopes go mostly to the other side's lawyers. Either way, you can still add a contact by hand with Add contact.
Using the contacts you build
- 1
Address envelopes faster
Start typing a name when you add a signer, and matching contacts are suggested, email included.
- 2
Find people later
Search by name, email or company, filter by who has signed or never signed, and sort by most envelopes to see your regulars.
- 3
See their history
Open a contact to see how many envelopes they've had, how many they completed and when you last sent them one.
- 4
Sync them elsewhere
On Crew and Company, the API's contacts endpoints let your CRM read them, and webhooks can push each signer's details out as they finish.
To capture a phone number or company, add a phone or company field for that signer on your template. Those are the fields the contact record reads from.
Questions? Answers.
Is saving signers on by default?
Yes. Owners and admins can switch it off on the Contacts page.
Will it overwrite a contact I edited?
No. It only fills fields that are empty on the contact. Anything you typed stays.
Are CC recipients saved too?
Yes, by name and email when you send. Only signers add a phone number and company, from the fields they fill in.
Can teammates see contacts I collect?
Yes. Contacts belong to the workspace, and everyone can pick from them. Editing them takes the Manage contacts permission.