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User Guides

Contracts & E-Signatures

Contracts & E-Signatures

Create professional contracts and send to clients for digital signature directly from the system.

Creating a Contract

  1. Go to Finance > Contracts and click "New Contract"
  2. Select a customer and contract type
  3. Write the contract content with a rich text editor
  4. Set validity dates and value
  5. Save and send to the client

Digital Signature

The client receives a link to the client portal, views the contract and can sign digitally with handwriting on a canvas. The signature is saved and embedded in the PDF.

Status Tracking

Track the status: Draft, Sent, Viewed, Signed. Every step is documented with a timestamp.