Contracts Guide
Learn how to generate contracts and collect digital signatures from customers.
How Contracts Work
Once a customer approves your estimate, you can generate a contract for them to sign digitally. The contract includes all the project details from your estimate.
1. Generate
Create contract from approved estimate
2. Send
Email contract to customer
3. Sign
Customer signs digitally
Creating a Contract
To generate a contract:
- 1 Open the project from your dashboard
- 2 Click "Generate Contract"
- 3 Review the contract details (auto-filled from estimate)
- 4 Add any additional terms or notes if needed
- 5 Send to customer for signature
Contract Status
Track where each contract is in the signing process:
Sent
Contract emailed to customer
Viewed
Customer opened the contract
Signed
Contract signed and complete
Pending
Waiting for customer to sign
Customer Experience
When you send a contract, your customer:
- • Receives an email with a link to view the contract
- • Can review all project details and pricing
- • Signs electronically by typing their name or drawing a signature
- • Gets a copy of the signed contract automatically
Digital signatures are legally binding and meet e-signature requirements.