Add the Contracts app to collect signatures on agreements. It works just like proposals: you write or paste the terms, send it, and the client signs in their portal.

1. 1

   Choose New Contract

   Pick the client and optionally a project.

2. 2

   Add the terms

   A title, optional value and currency, a valid until date, and the contract terms.

3. 3

   Send it

   The client is emailed and sees it under Contracts in their portal.

4. 4

   They sign

   The client types their full name to accept, or declines, with an optional note.

Statuses

Contracts move from Sent to Under review (opened) to Accepted, Declined or Expired. The signed record stays with the client's contracts, so you always know where the agreement lives.

• Your team is emailed on a response if Contract responses is on in Settings → Notifications.
• Acceptance can trigger an automation and the contract.accepted webhook.
• Only contacts allowed to see billing can see contracts. See Contact roles and permissions.