Sending and signing
When your contract is ready, you send it, your client fills in any fields and signs, and you finish it off. Here's how each part works.
Send the contract
Click to send and fill in the composer:
- To: your client's email.
- Cc and Bcc: anyone else who should get a copy.
- Subject and Message: the email and your note.
- Send a copy to yourself, if you'd like one.
- Expiry: an optional deadline for signing.
On the first send, the contract flips to Sent and all your variables fill in with their real values.
How your client signs
The client opens the link, completes any client fields you added, then signs. To sign, they enter their Full Name and add a signature one of three ways:
- Draw: sign on a canvas with a finger or mouse.
- Type: type their name, rendered in a signature font.
- Upload: upload an image of their signature (up to 2 MB).
They confirm with "By signing, you agree to the terms." Each signature captures the signer's name, date, and location, and can't be changed afterward.
The client can also Decline, with an optional reason. You'll be notified either way.
Pre-sign and counter-sign
By default, the client signs first. That moves the contract to Signed, and then you counter-sign to complete it. Once it's Completed, the client gets a "fully signed" email.
If you'd rather sign first, choose Pre-sign before sending so your signature is already there when the client opens the contract.
Editing a contract that's already been Sent pulls it back to Draft, bumps its version, and removes your pre-signature. The client gets a note that the contract was updated, and you send it again when it's ready.