Send for signature

You can ask a client to sign a contract in their client portal. They read the terms, type their name, and the contract becomes active.

Before you start

• The client portal must be on. See Turn on the client portal.
• The contract must be a Draft and have its Company set.
• At least one contact at that company must have portal access. See Invite a client.
• Your role must allow sending email.

Send for signature only shows when all of these are true.

Send a contract for signature

1. Open the contract.
2. Click the More menu (⋯) and choose Send for signature.

The contract moves to Awaiting signature. Each contact with portal access gets an email with a link to the contract in their portal. A message says how many contacts were emailed.

What the client does

1. They open the contract in the portal. It shows the terms in plain words: when it starts and ends, the fee, how it bills, and any included hours and extra-hour rate.
2. They click Sign contract.
3. They type their name in Your full name, tick I agree to this contract, and click Sign.

The contract also shows under Waiting on you on their portal home until they sign.

After they sign

• The contract moves to Active, and its Signed at, Signed by and Signed via fields are filled in.
• You get a notification. It goes to the contract's Account lead, else the person who made the contract, else the workspace's owners and admins.
• An active contract is billed from its start date. See Contracts and retainers.

Related

• Contracts in the portal
• Contracts and retainers
• Invite a client