Prepare and share a contract
Review the project scope and recipient before sending an agreement for signature.
Prepare the agreement
- Open the project and review the estimate, selected materials, and scope.
- In the estimate, select Approve & Create Contract, or Create Contract if the estimate is already approved. Check the customer details, included work, pricing, and payment schedule.
- In Create Contract, review the terms and Project-Specific Details. Complete the contractor signature step.
- Select Sign & Send to send it to the customer, or Sign & Save to keep it for later. Before confirming Sign & Send Contract, check the recipient and the invoice option shown.
The contract controls you see depend on your account, role, and project state. Ask an owner or administrator if the expected action is unavailable.
When a contract already exists
If another estimate has an unsigned approval, the action is Use as Contract. If the project has a signed agreement, use Replace Signed Contract. The signed agreement stays active until the replacement is signed; review the replacement scope before sending it.
Follow the signing status
Use the project’s contract record to check its status. A sent or viewed agreement still needs the required signatures. Confirm the completed status and signed document before treating the agreement as finished.
If a recipient reports a problem, check the address and the intended contract version before sending another link. See message-delivery checks.
What the customer receives
The customer follows the signing link to review the agreement and complete the signing steps presented there. For questions about scope, pricing, or terms, they should contact the contractor before signing.
Use the completed contract record for the signed document and related project history. Check the project’s invoice and payment records separately; signing and paying are different steps.