When sending a contract to a client, they receive an email with a live link. The link holds the contract details, ability to sign and ability for client to pay all at one time and/or over a span of time. 

Below is a look at what the customer receives in their email mailbox:

This live link can be changed or deleted at any time. Changes that affect this link are:

  • Anytime you add/delete something to an unsigned contract

  • Your clients will not be required to resign an already signed contract that did not have any changes made - the live link will keep the signature on it if the contract has been signed no matter how many times you close, re-open, re-send the link. 

    • Changes made to a signed contract must be confirmed before the link is updated and will require a new signature as well as an update to the payment information to reflect the increase or decrease in price.

  • The payment rate and information will also stay consistent and will always have the current amount due.

    • Updating a signed contract will show the last signed balance due, until the new quote is re-signed.  

  • Marking the contract as lost will freeze the link so the customer can not view, sign or pay the contract.

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