Contracts (Basic): Send Manually or Automatically

Our Contracts feature allows you to send contracts—such as engagement letters and proposals—to clients for signature. You don’t need to mark them up with signature fields. Instead, an e-signature request and an agreement to terms are automatically added to the contract template. When you send a contract, all contacts linked to the account (with Enable signing Contracts selected) are prompted to sign from their client portal. Once a contract is fully signed, a notification is sent to your email and Inbox+.

Our Contracts feature allows you to send contracts—such as engagement letters and proposals—to clients for signature. You don’t need to mark them up with signature fields. Instead, an e-signature request and an agreement to terms are automatically added to the contract template. When you send a contract, all contacts linked to the account (with Enable signing Contracts selected) are prompted to sign from their client portal. Once a contract is fully signed, a notification is sent to your email and Inbox+.