Contracts & E-Signatures
Create professional contracts and send to clients for digital signature directly from the system.
Creating a Contract
- Go to Finance > Contracts and click "New Contract"
- Select a customer and contract type
- Write the contract content with a rich text editor
- Set validity dates and value
- 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.