How-to · Contracts & Files
Send a contract for signature
Send a contract a client can read and e-sign online, and get notified when it's done.
Updated June 17, 2026
To send a contract: start from a template, fill in the details, and send. Your client reads it and signs online, and you both get a copy when it's complete.
Send it
- Open the client or project and choose New contract.
- Pick a template, or start blank, and fill in the specifics.
- Add where the client signs, then choose Send.
After it's signed
- You're notified the moment the client signs.
- The signed PDF is saved to the project for both of you.
- Pair it with an invoice so signing and paying happen together.
Tip
Save your most-used agreement as a template once. Every future contract starts from it, so you only fill in what changes.