Contracts

Contracts is the place for proposals, statements of work, NDAs, and anything else that needs an electronic signature. You write the document, send it for signing, the client signs from a link, no separate e-sign tool needed.

Creating a contract

Navigate to Contracts in the left sidebar and click New Contract. You can start from scratch or from a template you've saved.

The editor is similar to Docs, rich text, headings, lists, tables, plus a few contract-specific blocks: signature fields, pricing tables, and date fields that auto-fill on signing.

Sending for signing

Once the contract is ready, click Send for Signing. You'll be asked to:

1. Add the client (or clients) who need to sign.
2. Add yourself as a co-signer if the contract is two-way (most are).
3. Pick whether signers go in order (sequential) or all at once (parallel).
4. Click send.

The client gets an email with a signing link. They click it, review the contract in their browser, and sign, by typing their name or drawing a signature. No portal account needed.

What your client sees

The contract opens in their browser at a token-protected URL. They see your branding, the contract content, and a clear Sign here indicator at the signature field. They sign, and they're done.

If a client wants a copy before signing, the page has a Download button that gives them an unsigned PDF.

After signing

Once everyone has signed, both you and the client receive a copy of the fully-signed PDF by email. The signed contract stays in your Contracts list with the audit trail (who signed when, from what email).

Templates

If you send a similar contract often (NDA, standard SOW, retainer agreement), save it as a template. Starting a new contract from a template gives you a clean copy to fill in for the new client, your boilerplate stays as you wrote it.