Open your project with it's completed Scope of Work
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Click on Contracts
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Click on Create a Contract
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Choose the contract template needed if different from your default contract
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Choose what you'd like to call the contract
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Make any updates needed
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Add any attachments if needed
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Click on Generate Contract
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You can choose to email the PDF to the client for no signature
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You can Send for eSignature via email
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Or you can choose to "Get In-Person eSignature" if you'd like to use your phone or tablet.
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For this example, we're going to "Send for eSignature" via email
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You can make any updates needed to the "to" and "from" fields.
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You can update the expiry of the contract
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You can check or uncheck to send automated reminder emails.
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To update the reminder schedule, click "manage."
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You can choose to customize the email if needed
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This will allow you to edit the default template subject
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And body. But make sure to leave the %button-1% variable in the email, since this is what the customer clicks on to sign.
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Click on Send.
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Once sent for eSignature, the project status will update to "Estimate Sent"
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You can see the eSignature status here:
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And you can also see the status below:
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Once your customer receives this email, the button will take them to the client portal to sign the contract.
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Click on image
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The customer can choose to use a pre-made signature, or draw their own
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They will click on "Finish"
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And click "I Agree" to agree to be legally bound by this document and the eversign Terms & Conditions.
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Your customer will also be able to see the eSignature Status
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And that they've completed the signature and are waiting for your company to sign.
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Once signed by the customer, you will receive an email that now you need to sign.
If you would like to reverse this process so that you sign first and the customer second, choose the contract template for "Company Signs First."
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Clicking on the button in your email will take you back to the project and the contracts tab
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You can see the status has been updated to "Customer Signed"
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m
Google
3 Steps
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And the status is updated.
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Click on View and eSign
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Click on Start
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j
Builderprime
1 Step
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You can choose a pre-made signature or draw your own.
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j
Eversign
5 Steps
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Click on Finish, and then "I agree"
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Note the status has now moved into "Sold"
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The eSignature Status is now Complete
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And all signers have been updated.
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You will also receive an email that all parties have signed.
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Well done!
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How to Send a Contract for eSignature
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