Contracts

The Contracts module allows you to create, send, and track legally binding agreements with clients. Clients sign contracts electronically via their portal, and the CRM captures a timestamped record of their signature.

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Creating a Contract

1. Navigate to Contracts in the left sidebar.
2. Click + New Contract.
3. Fill in the contract form:

Field	Required	Notes
Client	Yes	Select from existing client records
Title	Yes	e.g. "Service Agreement — Q3 2025" or "Website Project Contract"
Content / Body	Yes	The full contract text (rich text editor supported)
Effective Date	No	When the contract takes effect (informational)
Expiry Date	No	When the contract term ends (informational)

1. Click Create Contract.

The contract is saved in draft status.

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Editing a Draft Contract

While a contract is in draft status, you can:

• Update the title
• Revise the contract body/content
• Change the linked client
• Update effective or expiry dates

Click Edit on the contract detail page, make changes, and click Save.

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Sending a Contract for E-Signature

Once the contract content is finalised:

1. Open the contract.
2. Review the content using the Preview button.
3. Click Send for Signature.
4. Confirm the recipient (defaults to the client's primary contact email).
5. Click Send.

What happens:

• The contract status changes from draft to sent.
• The client receives an email via Resend with a link to review and sign the contract in their portal.
• The signing page shows the full contract text and a signature input field.

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Contract Statuses

Status	Meaning
draft	Created but not yet sent
sent	Delivered to the client; awaiting signature
signed	Client has signed electronically
declined	Client has declined to sign

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Client Signing Process

From the client's perspective:

1. They receive an email with a Review & Sign Contract link.
2. They log in to their portal.
3. They read the full contract text.
4. They either:
   • Click Sign Contract — they draw or type their signature and confirm.
   • Click Decline — they can provide an optional reason.
5. On signing, their name, email, and a timestamp are captured as the e-signature record.

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Notifications on Sign / Decline

When a client acts on a contract, all admins receive a notification:

Event	Notification Type	Message
Contract signed	contract_signed	"[Client Name] has signed [Contract Title]"
Contract declined	contract_declined	"[Client Name] has declined [Contract Title]"

Both notifications link directly to the contract record so you can review the outcome immediately.

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Downloading a Signed Contract

1. Open the signed contract.
2. Click Download PDF.
3. A PDF is generated with the contract content and the e-signature details appended (signatory name, email, timestamp).

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Re-Sending a Contract

If the client reports they did not receive the email, or the link expired:

1. Open the contract (status must be sent).
2. Click Resend.
3. A new email is sent to the primary contact.

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Deleting a Contract

1. Open the contract.
2. Click the Actions menu.
3. Select Delete Contract.
4. Confirm.