Creating a Contract
To send a contract you must first upload or create one.
Go to Settings > Templates > Contract > New Contract
If you enable auto-counter-sign, your signature will automatically be added to the contract when your client signs. This saves you from needing to return to each contract to sign individually.
to create a new contract, click the red "New Contract" button in the top right of your screen.
Choose between inputting text into your contract or uploading an existing contract in PDF format.
Enter your contract title and choose the custom fields you would like. Your client must fill out these fields before they can sign.
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.
Please note that if the project lacks specific information, the corresponding variable will remain blank. For instance, if the contract includes a variable for Project Location but there is no project location specified in the project, the contract will not have any information to pull from the project.
Adding a Contract to a project.
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 in the contract area.
Select which contract you'd like to add, as well as the required signees. You can add multiple signees.
You have the choice to make edits to the contract as well as add custom fields.
You can also add a custom redirect URL. You could add the link to an invoice here. The client will be redirected to the invoice link where they can make a payment after signing the contract.
If you made many edits to this contract, you may want to save it as a new template.
Once everything is set up, click Add Contract.
Click yes; the contract will not be immediately sent. You will have the opportunity to preview how it will look.
You can choose to copy the contract link and paste it into your browser to view how the contract will look.
You can also add recipients and change the email title.
You can also send a test email.
After previewing and making sure everything is correct, click Send Email.