Send a Contract to a Client for E‑Signature

Learn how to send a contract to a client for legally-binding e-signature using contract templates, automatic reminders, and secure PDF storage.

Overview

Use the Contracts tab on any client to send a service agreement for legally-binding e-signature. The client receives an email with a secure signing link, signs online, and you both get a final executed PDF.

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Before you start

  1. Create at least one contract template
  2. Confirm the client has a primary contact email

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Steps: Send a contract for e-signature

  1. Open the client record
  2. Create a new contract
  3. Review merged variables
  4. Confirm signer details
  5. Send for signature

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What the client sees

  • A secure /sign/:token page with:
  • The rendered agreement
  • Their name pre-filled
  • A signature pad where they can draw or type their signature
  • After signing:
  • They receive a confirmation email
  • They can download the executed PDF immediately

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After sending

  • The contract appears under the client’s Contracts tab with status Sent.
  • Expand the row to view the Activity timeline, including: