Send Contracts

Sending Contracts for Signature

Summary: Send contracts to clients for electronic signature and track signing progress in real-time with growlio's integrated e-signature features.

Overview

Electronic signatures make contract execution faster and more convenient for everyone. growlio's integrated e-signature functionality lets you send contracts directly to clients, track who has signed, send reminders, and automatically file completed contracts. This guide walks you through the entire process of sending contracts for signature.

Prerequisites

Completed contract ready for signature
Client record with valid email address
Member-level permissions or higher
Understanding of your signing workflow

How to Send Contracts for Signature

Step 1: Finalize Contract Content

Before sending, review your entire contract: all terms, payment schedules, deliverables, and conditions. Ensure everything is accurate and complete.

Tip: Have someone else review important contracts before sending. Fresh eyes catch errors.

Step 2: Add Signature Fields

Place signature fields where parties need to sign. Drag and drop signature boxes onto the contract and assign them to specific signers (client, your company, witnesses).

Step 3: Set Signature Deadline

Choose when the signature request expires. Typical deadlines are 7-14 days. Reminders automatically send as the deadline approaches.

Step 4: Verify Signer Information

Confirm email addresses for all signers are correct. Add or remove signers as needed. Each signer receives their own signing invitation.

Step 5: Customize Signature Request Email

Write a personal message explaining what they're signing and why. Provide context and highlight important terms or sections they should review.

Tip: Clear communication increases signing completion rates. Explain what signing means and what happens next.

Step 6: Send for Signature

Review all settings, then click "Send for Signature". The contract goes to all specified signers with instructions for electronic signing.

Tip: Send during business hours for fastest response. Monday-Thursday morning sends typically get signed faster.

Tips & Best Practices

Review contracts thoroughly before sending for signature
Send during business hours for better response rates
Include clear instructions in your signature request message
Set reasonable deadlines (7-14 days) to avoid rushing clients
Follow up personally after 3-4 days if unsigned
Use sequential signing for complex multi-party contracts
Test the signing process yourself before sending to clients
Ensure signature fields are clearly marked and easy to find
Provide your phone number for questions during signing
Celebrate and acknowledge receipt of signed contracts
Download and backup fully executed contracts
Update project status immediately after full execution

Troubleshooting

Issue: Client didn't receive signature request

Solution: Verify email address is correct and not marked as invalid. Ask client to check spam folder. Resend from the contracts list. Ensure your domain isn't blacklisted.

Issue: Client can't complete signature

Solution: Ensure they're using a supported browser and device. Check that they're clicking the link in their signature request email. Send them the direct signing link from the contract details page.

Issue: Signature request expired

Solution: Extend the deadline or send a new signature request from the contract details page. The contract remains the same; only a fresh signing link is generated.

Issue: Wrong person signed the contract

Solution: If the contract isn't fully executed, void it and resend with correct signer information. If fully executed, consult legal counsel on handling the invalid signature.

Issue: Can't track signature status

Solution: Refresh the contracts page to update status. Ensure notifications are enabled. Check that the signature request actually sent (look for "Sent" status). Contact support if tracking seems broken.