Get a proposal or contract signed

Send a proposal or contract your client can read and sign online, and see the moment it is signed.

You may have drafts alreadyCopy Anchor Link

If you finished guided setup, Agiled may have made proposal and contract drafts that match your services. Look in Docs before you start from a blank page.

StepsCopy Anchor Link

1. Open Docs. Open your draft, or select New Document and choose New Proposal or New Contract. See Create documents.
2. Select the title in the header to rename it, then choose the client's contact.
3. Read through every page and replace placeholder names, prices and dates.
4. Under Recipients, select Add Recipient for each person who must sign, with their correct email address. See Recipients and signing.
5. Add a Signature block where each person signs, and assign it to that recipient. See Add signature blocks.
6. Select Send Document. Fix anything listed under Fix before sending, then review the email and send it. See Send documents.

You're done when your client has the email with a link to sign, and the document shows as signed once everyone has signed.

Good to knowCopy Anchor Link

• Sending is blocked while a signature block has no recipient. The window names the page so you can fix it.
• A signed document is locked. To change it, use Duplicate as new version and send the new one.
• For a proposal that should lead straight to a contract and an invoice, use Make it a Smart Flow. See Smart Flows.
• Send the first one to your own email and sign it yourself, so you see what clients see. See Before you share with clients.

RelatedCopy Anchor Link

• Docs
• Document templates
• Send an estimate and turn it into an invoice