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USER GUIDE

Sign contracts online

A customer signs on the contract's own link, and it can start billing itself.

Once a contract is Sent, your customer can read and sign it on its own public link — no account, no software to install.

What the customer sees

The page is laid out like the invoice pay page: on one side, a summary card — your company, the contract number, the price per billing period, the date it must be signed by, and the terms that matter (start, initial period, notice, billing, and any included support hours), with the full document available underneath and a PDF download. On the other side, the contract's text to read, then the signing box.

To sign, the customer types their full name onto an empty signature line (shown in a signature-style font as they type), the place of signing, and ticks a consent box. Their e-mail is shown but locked to whichever address the contract was actually sent to. The whole page is shown in the contract's own language.

Once signed, the contract becomes Active, and the signer immediately receives a copy of the signed PDF by e-mail — which carries a signature certificate: the statement they agreed to, their name, the date and time, and a verification fingerprint.

E-mailing a Draft contract automatically moves it to Sent, so there is always something for the customer to sign once they receive it. Only a sent, unsigned contract whose sign-by date has not passed can be signed this way.

This is a simple electronic signature — a typed name, consent and a recorded trail — not a qualified digital signature. It is appropriate for the great majority of service agreements; talk to us if your business needs a stronger standard.

Signed → repeating invoice

A signed contract can start billing itself, with no separate setup.

  1. In Settings → Contract templates, switch on "Create its repeating invoice automatically" when a contract is signed — choose whether the new repeating invoice starts right away or is kept as a draft to check first, and whether each invoice it creates should be a draft, issued, or issued and e-mailed.
  2. Or, on any Active contract, press Make repeating by hand at any time.
  3. Either way, the repeating invoice carries the contract's customer, lines, currency, tax and payment settings, bills on the interval the contract itself specifies, references the contract number, and starts from the first billing date on or after today — a contract signed later than its start date is never back-billed. It is linked to the contract so you can always find it again.

Your team is told

Everyone on your team gets a notification — in the app, and by e-mail by default — the moment a contract is signed, whether that happens online or by hand.

Related: Contracts, Repeating invoices, Notifications.

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