Agreements and signatures

An agreement is a document your client signs, like a service contract. Attach one to an estimate and your client signs it right after accepting. Find them under Documents in the sidebar.

Make a template

Templates are agreements you write once and attach to any estimate.

1. Open Documents, then the Templates tab, and create a template.
2. Give it a Title, like "Standard service agreement".
3. Write the Content. Insert variables like the client's name or the deposit; they're filled in when the template is attached to an estimate.
4. Under Company parties, add anyone on your side who signs too.
5. Add Custom fields for details that change per job, like "Shoot location". Mark one Required if every estimate must fill it in.

Attach it to an estimate

On the estimate, under When accepted, pick the template in Agreement to sign. Its custom fields appear below to fill in. To attach one to every new estimate, set Default agreement in Settings › Estimates.

How your client signs

After accepting, your client reads the agreement, types their Full name, uses Draw your signature, ticks the consent box and chooses Accept and sign. If there's a payment, Continue to payment takes them there.

Countersign

If the template has company parties, the estimate shows Your countersignature is needed. Choose Countersign, enter your Full name and choose Sign agreement.

When everyone has signed, each signer is emailed "Completed" with the signed PDF.

Standalone documents

You can send a document for signature without an estimate.

1. Open Documents and create a document, or start one from a template.
2. Add its Client parties (a Full name and Email for each).
3. Choose Send document. Each signer is emailed a link. Signing requests ready also lets you Copy each link.

The tabs show All, Drafts, Awaiting signature, Complete and Void. If a link went astray, Regenerate links: the old ones stop working.