Sending the Contract for E-Signature
✅ No payment is required to send a contract! Sending the contract will request only a signature from the recipient. The associated invoice can be sent later, when the time is right.
Once you’ve added recipients and line items to the contract:
Click Next on the Edit Contract page
You’ll land on the Review and Send screen. Here, you can customize the email subject and message, and enable or disable reminders. When you're ready, click the Send contract button.
A success message will appear on the screen, indicating that the contract was sent
Clicking Done will take you back to the case's Contracts tab, where you'll see the status of the contract you just sent
The linked invoice(s) are easily visible within the contract block as well. Clicking the hyperlinked invoice name/number will take you directly to that invoice page.
