Docs / Deal Room

Contract signing (e-sign)

Overview

When a job needs a signature, your customer signs it right in the Deal Room — no printing, no scanning, no separate signing app. They read the contract, sign with their finger or by typing their name, and you get the signed copy back.

Turning on e-signature defaults is a Pro feature. You set it once in Settings (or flip it per job). The signing itself is free for your customer — they just open the link.

What your customer sees

  • A Contract tab in the Deal Room with the PDF shown right on the page (they can also download it).
  • A checkbox to confirm they've read it.
  • A signature box where they can Draw or Type their name.
  • A small "Decline this contract instead" link if it's not right for them.

How signing works (what your customer does)

  1. They open the Contract tab and read the document.
  2. They tick "I have reviewed this contract in full and agree to the terms."
  3. They sign — Draw with a finger/mouse, or Type their name — then add their Full name and Your email.
  4. They tap Preview signature, check it, and Confirm & Sign.
  5. They see a Contract Signed confirmation with their signature on the page.

Sign, decline, or counter

  • Sign → the contract is marked signed, and your job moves to Signed in your pipeline.
  • Decline → they click Decline this contract instead and can leave a short reason. You're notified, so you can follow up or send a revised version.
  • Counter (ask for changes) → there's no "edit the contract" button for the customer. If they want different terms, they decline with a note or message you (Pro) — you adjust and send a fresh contract.

What happens next on your side

  • A signed contract is filed against the job with the signer's name, email, and timestamp — your record of the agreement.
  • If you've turned on "Require signed contract before invoice," the invoice step stays locked until this signature is in. Good for higher-ticket jobs.
  • If you revise the quote after they signed, the customer sees an out-of-date notice on the old contract and is told to ask you for a new one — so a stale signature never rides along with a changed price.

Troubleshooting

  • "This link has expired." The signing link timed out. Send a fresh contract and they'll get a new link.
  • The Sign button won't enable. They need to tick the review checkbox and fill in both Full name and Your email first.
  • They signed but the job didn't move to Signed. Refresh your jobs list. If it's still off, check the job's Activity/Timeline for the sign event.
  • The PDF won't load for them. They can use the Download the PDF link under the preview to open it directly.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Is a typed signature legally binding? They confirm their typed name and signature count as a legally binding electronic signature before signing. The signer's own typed email is recorded — not whatever you had on file.
  • Can someone sign on the customer's behalf? Yes — they enter the actual signer's name and email.
  • Do they need an account to sign? No.
  • Can they sign on a phone? Yes — drawing works with a finger.
  • What if they decline? You're notified with their reason (if they left one). Nothing is locked — you can send a revised contract.

Related

docs/deal-room/overview · docs/deal-room/quote-approval · docs/deal-room/payments · docs/deal-room/branding

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