To send a contract you must first upload or create one.
Choose between inputting text into your contract, or uploading an existing contract in PDF format.
When creating your contract template, add variables to your document: such as the client’s name, email address, or balance due. When you assign that contract to a new project, it'll automatically populate the correct information into your contract.
Auto-countersign your contracts. Create a signature and apply it automatically to any document you need auto-countersigned. This relieves you from having to go back into your contracts and sign each one.
The only way to send a contract is within a project. If you don't have a project for your client yet, create one by going to Projects > Create Project.
After you've added the project info, open the project and select Add Contract.
Select which contract you'd like to add, as well as the required signees.
You will be prompted to send via email. Click "Yes". You will be able to preview what the contract will look like, and even send a test email to yourself.
After previewing, and making sure everything is correct, click Send Email.