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How to Email Contracts To Be eSigned

Overview

The tutorial explains how to email a contract to a client to be esigned.

How to Create a Contract Template

Before a contract can be emailed to a client a contract template must be created first. 

Click here for a tutorial on how to create a contract template.

How to Email a Contract from the Client, Prospective Client, or Lead window

  1. Create or edit a client
    1. Click here for a tutorial on how to create or edit a client, prospective client, or lead
  2. Click the Email menu button 
  3. Click the Email Contract To Be eSigned By Client menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct and then click the Save Contract button in the bottom right.
  6. Click the email contract button to email the contract to the client.

How to Email a Contract from an Event, Session, or Appointment

  1. Create or edit an event, session, or appointment
    1. Click here for a tutorial on how to create or edit an event, session, or appointment
  2. Click the Email menu button 
  3. Click the Email Contract To Be eSigned By Client menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct and then click the Save Contract button in the bottom right.
  6. Click the email contract button to email the contract to the client.

How to Email a Contract from an Invoice, Estimate or Quote window

  1. Create or edit an invoice, estimate, or quote
    1. Click here for a tutorial on how to edit an invoice, estimate, or quote
  2. Click the down arrow next to the Email Invoice button
  3. Click the Email eContract menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct and then click the Save Contract button in the bottom right.
  6. Click the email contract button to email the contract to the client.