How it works
You build the contract once as a template, then send it to each client. They open a link, sign on their phone or computer and you both get the signed copy. You can add up to six signer roles, such as the client, their partner and you, and each person gets their own turn to sign.
Build the template
Go to Commerce > Documents & Contracts. Create a template and paste in your wording. Use merge fields for details that change.
Commerce› Documents & ContractsOpening lineThis agreement is between Northside Plumbing and Sarah.Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
Add the signer roles
Add a role for each person who has to sign, up to six. Place a signature field for each one. Put yours in as a role too if you need to countersign.
Send it from a workflow
Multi-signer contracts are sent from a workflow with the Send Documents & Contracts action. Pick the template, the contact and who plays each role.
Automations› WorkflowsTell the client it's coming
A short message makes sure they look for it.
SMSHi Sarah, we've emailed you an agreement from Northside Plumbing to sign online. It takes about two minutes. Reply STOP to opt out.About 131 characters, 1 text per person. Check the costEmail subjectYour agreement from Northside PlumbingEmail bodyHi Sarah, Thanks for choosing Northside Plumbing. Your agreement is ready to sign online. Please read it through and sign when you're happy. If you have questions first, call us on 03 9000 0000. Thanks, DanShown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
Follow the signing
Use the Documents & Contracts trigger in a workflow to act when it's signed, for example to start the job or send the first invoice.
Automations› Workflows
Your client gets a link, signs from their phone, and the signed contract is saved and ready to act on.
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