Sending and Signing
Sending
Two options:
By email
Click Send to email the contract. Customize the recipients, subject, and message. The email includes a link to the signing page.
By link
Use Mark as Sent to get a shareable link without sending an email. Send it however you like (text, DM, in person).
Both methods fill in all variables before making the contract available.
Pre-signing
You can sign the contract before sending. When the client opens it, they see your signature already there and just need to add theirs. Once they sign, the contract is immediately completed. No extra step needed.
What the client sees
- The full contract text with everything filled in
- Your signature (if you pre-signed)
- Any fields they need to fill in
- A signature area
How they sign
Three options:
- Draw - Use their finger or mouse to draw their signature
- Type - Type their name in a signature font
- Upload - Upload an image of their signature
Declining
Clients can decline with an optional reason. You'll get a notification.
Counter-signing
If you didn't pre-sign, the contract waits after the client signs. You'll get a notification, then counter-sign from the contract page to complete it.
The client receives a "fully signed" email with a link to download the PDF.
Contract review
Clients can leave comments on specific parts of the contract before signing. You respond from your dashboard, and threads can be resolved. Great for negotiating terms.
Expiry
If you set a deadline and the client hasn't signed by then, the contract shows as expired. They won't be able to sign after that.
Reminders
Send a reminder to the client for any sent contract that hasn't been signed yet.