How to send contracts for e-signature
Send contracts to clients for electronic signature. Track signing status and receive notifications when contracts are signed.
Steps
- Open the contract you want to send.
- Verify all details are correct and signature fields are placed.
- Click Send for Signature.
- Enter the client email address.
- Add an optional personal message that accompanies the contract email.
- Choose whether to require your signature as well.
- Click Send and the client receives an email with a link to sign.
- Track the status from your Contracts dashboard: Sent, Viewed, Signed.
๐ก Tip: Send contracts early in the booking process. Signed contracts protect both you and the client.
FAQ
Q: Can I send to multiple signers?
Yes, add multiple signer email addresses if the contract requires signatures from more than one party.
Q: What if the client does not have access to email?
You can share the signing link directly via WhatsApp or any messaging platform.
Q: Can clients sign on their phone?
Yes, the signing experience is fully mobile-friendly.
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