1. Go to the client's Contract tab
Inside the client's profile, go to Profile > Contract, then click New Request.
2. Choose the request type
Sign Contract: sends the contract to the client for signature.
Update Personal Info: check this box if you also need the client to fill in or update their personal information.
3. Choose a contract
Select a contract template from the dropdown. (Note: a template must be created first — see Creating a Contract Template.)
4. Send the link
Click Send Link to email the client a link where they can sign the contract (and update their information, if selected).
5. Track the status
Below, you'll see a log of all links sent to the client. Once the client signs, the contract status will update to Signed in green.
Need help?
Reach out to our support team anytime through the chat bubble in the bottom right corner.