Sales

Contracts and electronic signatures

Prepare an agreement and preserve its issued signing record.

1. Open Sales → Contracts and use Templates or Clause library to prepare reusable agreement wording.
2. Select New contract for the correct client and event. Fill the labeled merge values and use the preview to check the agreement before creating it.
3. Review client information, ordered clauses, amounts, and terms before releasing the signing link. A preview does not create or send a contract.
4. Share the secure signing link privately and review signature or countersignature requirements.
5. Download the executed PDF and review its evidence record. Use the supported amendment or cancellation workflow for later changes.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.