When equity is issued through Pulley, there are two distinct workflows with different status mechanics. Understanding which applies to your grants (and where to monitor status) is the key to knowing whether a grant is fully executed.
New Contract flow (issued through Pulley's e-signature workflow): The stakeholder's Accept action is their e-signature, so acceptance and signing happen in a single step. Separately, company signatories must sign the associated certificate. Both actions are required for full execution.
Existing Contract flow (recorded/imported securities): The grant was signed outside of Pulley. No stakeholder action is required in Pulley. Only the internal certificate signing step by company signatories applies.
The Signatory Status page (Cap Table → Security Status) is the correct place to monitor outstanding actions for both flows.
New to Pulley's task and signature workflows? See Find and complete pending tasks and Complete a signatory request for context on how the signature workflow operates →
Before you begin
Two things must be true before working through this guide:
You have admin access to the Pulley dashboard. Only admins can view the Signatory Status page and individual grant detail pages.
Understand which flow applies to your grants. Grants with documents generated by Pulley were issued through the New Contract flow. Grants recorded as existing securities may also have documents attached, but those were signed outside of Pulley and uploaded for record-keeping only, meaning no stakeholder action is required in Pulley for those. Both flows can co-exist in the same workspace.
How status works by flow
For grants in the New Contract flow, the stakeholder's Accept action is their e-signature, and there is no separate signing step for the stakeholder. Once they accept, their signature is collected.
What remains separate is the certificate signing by company signatories (Certificate Primary and, if designated, Certificate Secondary). Both must sign for the certificate to be fully executed.
For grants in the Existing Contract flow, the stakeholder has no action to take in Pulley. Only the company signatory certificate signing step applies.
Note: There is no "fully executed" status on the grant record itself. Use Cap Table → Security Status (Signatory Status page) to confirm full completion.
Where to monitor status
The Signatory Status page is the primary tool for tracking outstanding actions across all grants and certificates.
Option 1: Signatory Status page, best for bulk monitoring across all outstanding items
Navigate to Cap Table in the left navigation
Select Security Status
Review the two Signatory Status tables:
Table | What it shows |
Securities Awaiting Signatures | Certificates and documents where company signatory signatures AND stakeholder signatures are still pending |
Securities Awaiting Acceptance | Securities where the stakeholder has not yet accepted (Existing Contract flow only) |
A grant or certificate can appear in both tables simultaneously (this is common when neither party has yet acted). Once either party completes their action, it drops off that table. If a stakeholder accepts, the security leaves the Securities Awaiting Acceptance table but remains in Securities Awaiting Signatures until the company signatory also signs, and vice versa. Click the arrow next to any security ID to expand its detail, which shows:
Which signature is still outstanding (company signatory)
The email address on file for the stakeholder
The option to resend the signature request
Option 2: Individual grant detail page, best for checking a single grant:
Navigate to Cap Table and locate the grant
Click into the grant detail page
Review the acceptance and signature status in the top-right panel
Resend an acceptance invitation
If a stakeholder hasn't accepted their grant, for example, if the invitation email was missed or went to spam:
Navigate to the grant detail page or the Signatory Status page (Cap Table → Security Status)
Locate the stakeholder's pending item
Click Resend to send a new invitation email
💡 Tip: Stakeholders can also accept directly through their Pulley portal without the email link. They don't need to wait for a resend. If a stakeholder reports they can't find the email, direct them to log into their portal and check their task queue.
What to do if a grant appears accepted but the certificate isn't fully executed
If the grant shows accepted but it still appears in Securities Awaiting Signatures on the Signatory Status page, the outstanding action is the certificate signature from the company signatory, not the stakeholder. The stakeholder has no further action required.
To resolve:
Navigate to Cap Table → Security Status (Signatory Status page)
Locate the grant under Securities Awaiting Signatures
Expand the row to confirm whether the Certificate Primary or Secondary signature is still pending
Click Resend to send a new signature request to the relevant signatory
Also check the template for signature placeholders. Navigate to Company → Templates and confirm the option agreement includes a {{signatory_signature}} field in the correct location. If the placeholder is missing or misplaced, the signature cannot be collected.
Troubleshooting
A grant shows "Accepted" but the stakeholder says they haven't done anything.
The stakeholder may have clicked through the acceptance flow without realizing it, or someone with access to their portal completed it on their behalf. The acceptance is recorded as of the timestamp shown in the grant detail page. If the acceptance was made in error, contact support to discuss undoing it.
A grant still appears in Securities Awaiting Signatures after the stakeholder accepted.
This is expected. For New Contract flow grants, the stakeholder's acceptance collects their signature, but the company signatory certificate signing is a separate step. Check which signatory signature is still outstanding by expanding the row on the Signatory Status page.
A grant shows no signatures at all, even though it was issued through Pulley.
Confirm the grant template includes a {{signatory_signature}} placeholder. Navigate to Company → Templates to verify. If the placeholder is missing, the template needs to be updated and the grant may need to be re-issued.
The Signatory Status page doesn't show the grant I'm looking for.
The grant may have been recorded as an Existing Contract (imported) security. Confirm how the grant was created by checking whether documents are attached to the grant record in the detail page.
The stakeholder's email address needs to be updated before resending.
If the stakeholder has not yet accepted their invite to Pulley, you can update the email address within their stakeholder record as a Pulley admin. If the stakeholder already has access to Pulley, request that they update their email address within their own profile settings before you resend. If they are unable to update it themselves, contact support for further assistance.
What's next
To resend a grant to a new email address: see Review and edit stakeholder information →
To sign and send certificates: see Sign and Send E-Certificates →
To check your own pending signatory tasks: see Complete a signatory request →
To generate a report on grant status across your cap table: see Generating reports on Pulley→