Send contracts for signature

Email contracts to clients and track their review and signing status.

Overview

Once your contract is complete, send it directly to clients for review and signature. The platform handles delivery and tracks when contracts are opened and signed.

Preparing to send

Before sending, verify:

  • All contract terms are finalized and accurate
  • Client contact information is correct and complete
  • Effective and expiry dates are set appropriately
  • All required clauses and legal language are included

Review checklist:

  • Contract title clearly identifies the agreement
  • Scope of work matches project discussions
  • Payment terms reflect your agreement
  • Legal protections are appropriate for the contract value
  • Template customizations are complete

Sending your contract

  1. Complete Contract Creation – finish all content and terms.
  2. Add Recipients:
    • Enter client email addresses in the recipients field
    • Include all parties who need to review or sign
    • Use commas or press Enter to add multiple emails
  3. Include Delivery Message:
    • Add a personal note that appears in the email
    • Keep it professional and brief
    • Explain next steps and timeline expectations
  4. Choose Delivery Method:
    • Send – deliver immediately for client review
    • Save as Draft – continue editing later

What recipients receive

Clients get a professional email containing:

Email Content:

  • Subject line – "Contract Ready for Review: [Contract Title]"
  • Personal message (if included) from your delivery notes
  • Direct link to view the contract online
  • Instructions for review and signing process
  • Organization branding and contact information

Contract Access: • Secure link to the full contract document

  • Mobile-optimized viewing for any device
  • Professional formatting with your organization's branding
  • Download option for offline review

Contract delivery tracking

Status Updates:

  • Draft → Sent when successfully delivered
  • Email delivery confirmation in your contracts list
  • Track which contracts are awaiting client action

Recipient Activity:

  • Monitor when contracts are opened and viewed
  • Track time spent reviewing contract terms
  • See signing progress and completion status

Managing sent contracts

View Sent Contracts:

  • Filter contracts by Sent status
  • See delivery date and recipient information
  • Monitor contracts awaiting signature

Follow-up Actions:

  • View Contract – see the document as clients see it
  • Resend – deliver again if emails were missed
  • Edit Terms – make changes before signing (creates new version)
  • Download PDF – save copy for your records

Client signing process

What clients experience:

1. Receive email with contract link and instructions

2. Click link to open contract in browser

3. Review terms and conditions thoroughly

4. Digital signature using secure signing tools

5. Confirmation email when signing is complete

Your notifications:

  • Email alert when client opens the contract
  • Immediate notification when contract is signed
  • Status update in your contracts dashboard

Troubleshooting delivery

Email delivery issues:

  • Check spam folders – advise clients to check junk mail
  • Verify email addresses – ensure correct spelling and domains
  • Whitelist domain – ask clients to allow emails from your platform
  • Alternative delivery – phone or in-person contract review

Access problems:

  • Browser compatibility – try different browsers (Chrome, Firefox, Safari)
  • Mobile access – contracts work on phones and tablets
  • PDF download – offer offline viewing if online access fails
  • Technical support – provide platform support contact

Best practices for contract delivery

Timing:

  • Send during business hours for faster response
  • Allow adequate review time – don't rush important decisions
  • Follow up within 48-72 hours if no initial response
  • Set expectations for review and signing timeline

Communication:

  • Call before sending for complex or high-value contracts
  • Explain key terms in your delivery message
  • Be available for questions during the review period
  • Celebrate signed contracts and begin project work promptly

Record keeping:

  • Save sent versions before making any changes
  • Document delivery dates for legal compliance
  • Archive client communications about contract terms
  • Maintain signature records for the contract duration

Next steps

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