Before you start
- Agreements live in Sales, under Agreements.
- A template that collects a payment needs the document linked to a project.
Create a template
- Open Sales, choose Agreements and select Create Template. Choose Start from Scratch or Upload PDF.
- Pick its type: Agreement, Change Order, Addendum, Proposal or Other.
- Add the fields you need, such as text, Signature, Initials, Date, dropdowns, checkboxes, catalog line items and photos.
- To be paid when it’s signed, turn on Payment. For ongoing service, also turn on Recurring payments.
Send a document for signature
- Select New Document and choose the type and template.
- Add the people involved: you as the sender, your client and any cosigner. Then select Create Document.
- Select Send, set how many days it’s Valid until, and send it.
- Tick Also text the signing link to send a text as well, if your business texting is set up.
What your customer sees
- They open the link and confirm their email on Verify your identity.
- They fill in the fields, sign by drawing or typing, and select Finish signing.
- If the template collects a payment, they pay straight after signing.
After it’s signed
- Use Email All Recipients or Text All Recipients to send everyone the signed copy.
- A signed agreement with recurring payments creates a subscription. Find it in Finance, under Subscriptions, to pause, resume or cancel it, or update the payment method.
Good to know
- You can sign your own part with Fill & Sign, and share the link yourself with Copy Signing Link.
- Only a draft can be sent. To withdraw a document, use Void.