A signature packet is simply the set of forms a case requires, prepared together from the case so nothing is typed twice and every signature is tracked in one place. The value is in the preparation and the tracking: instead of emailing five forms and reconciling which came back, you prepare them from the case, send each on its own link, and see on the case which came back. Here is how to build one well.
What to include
- Authorization to embalm or cremation authorization, as applicable.
- The general price list acknowledgment.
- Service and merchandise selections.
- Any release or permission forms the case needs.
- The responsible-party and payment authorization, where used.
How to assemble it
- Start from the case so the decedent and family details are pre-filled.
- Add the forms this specific case requires.
- Mark required fields so nothing can be left blank.
- Identify each signer and the role they sign in.
- Send each document on its own secure signing link, so a signer never scrolls past the contract to reach the authorization.
After it is signed
When the packet is signed, the documents should return to the case automatically, with an audit trail recording who signed, when, and which version. That is what makes the packet not just a sending convenience but a complete, retrievable record on the case.
What to ask software vendors
- Can I assemble a packet from the case with details pre-filled?
- Can I require fields and identify each signer’s role?
- Is every document tracked on the case, and is the cremation authorization kept separate from the contract?
- Do signed forms return to the case with an audit trail?
How FuneralHQ handles this
FuneralHQ prepares each case document from the case with details pre-filled and required fields enforced, sends the statement and the cremation authorization as separate documents on their own secure links, sizes the authorization's signers by the number of adult children the family reports, and returns signed documents to the case with an audit trail. E-signatures are unlimited with no per-signature fee.
Related resources
Read how digital signature packets work and digital forms: what to automate first.
The FuneralHQ advantage
Documents belong inside the case workflow
FuneralHQ generates, sends, signs, and stores documents on the case, so a completed packet returns to the work it authorizes instead of living in a separate signature account.
The walkthrough separates what ships today from what is in development, then tests FuneralHQ against one of your real workflows.
Challenge us with your workflowAbout the FuneralHQ Editorial Team
This guide was written by the FuneralHQ Editorial Team, the in-house team behind funeral home software used by independent firms to run cases, documents, payments, and QuickBooks sync in one record. Our editorial standards explain how we review product claims, outside sources, automation, updates, and corrections.