Documents and contracts
Proposals and contracts with e-signature.
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- How to charge the client right when they sign the contract (automatic invoice)In the document under Payments › Documents & Contracts, add a product list and, in the Payments panel, turn on Direct Payment, Send Invoice and, for recurring items, Auto-Payment. On signing, the primary signer is taken to the invoice and pays on the spot.
- How to create a proposal or contract with e-signatureIn Payments › Documents & Contracts, click New and start a blank document, upload a PDF or use a template. Add your content, products and a Signature field assigned to the customer, then send it.
- How to create a reusable proposal or contract templateGo to Payments › Documents & Contracts › Templates, click New › Create New Template, build the document with text, images, a product list, variables and signature fields, then save. Every new proposal then starts from the template in seconds, manually or through a workflow.
- How to customize document emails and alert your team when a document is signedIn Payments › Documents & Contracts › Settings › Customer Notifications, set the sender, CC recipients and the email template for document received, signed and expiring. To alert more team members, build a workflow with the Documents & Contracts trigger and the Internal Notification action.
- How to decline or void a document and record the reasonThe client opens the document, clicks the top-right menu › Decline Document, picks the reasons and submits; your team can decline an already-sent document from Payments › Documents & Contracts. The document becomes Declined, moves to Archived and the reason is kept under View History.
- How to let the client pick optional items and quantities in a proposalIn the document under Payments › Documents & Contracts, add a product list, click a product and, under Properties, turn on Optional Item (the client checks or unchecks it) or Edit Quantity (with a minimum and maximum). The total updates with only what the client selects.
- How to send a contract automatically through a workflow with opportunity dataAdd opportunity variables to the template (Contact › Custom Fields › Opportunity Details), then in Automation › Workflows build a workflow with a pipeline stage or opportunity status trigger and the Send Documents & Contracts action using that template. The contract goes out filled in, on its own.
- How to send a contract for signature and track its statusOpen the document in Payments › Documents & Contracts, click Send and choose email or link. Then, on the dashboard, the Draft, Waiting for others and Completed tabs show the status, and View History shows who opened and signed it.
- How to send a document or contract by SMSOpen the document in Payments › Documents & Contracts, click Send and choose SMS or Email + SMS, picking an SMS snippet as the message. For the whole account, set the default channel under Settings › Customer Notifications. The contact still needs an email address.
- How to set up a contract for multiple signers with roles (buyer, co-signer, witness)In the template under Payments › Documents & Contracts › Templates, click a signature field, choose Add Role, name it (Buyer, Witness…) and set the name, email and phone as fixed values or contact fields. Up to 6 roles per template; the workflow fills in and routes each signer.