Create and send an agreement

This guide walks you through one agreement from a blank page to a signed PDF. You will write the document, add the people who sign, place their fields, send it and check progress. It is for anyone who sends proposals, contracts or forms for signature.

Before you begin

• Agreements must be turned on in Agreements → Settings.
• Have the full name and email address of every signer and anyone who needs a copy.
• Decide the signing order. For example, the client signs first, then your director.
• If the agreement includes a price, read Quotes, options and conditions too.
• For your first try, send it to your own email address.

Where to find it

Go to Agreements → All agreements and choose New agreement. To start from a saved document, choose Use template instead.

Step 1: Create the agreement

1. Choose New agreement.
2. Enter a Title, such as "Website redesign proposal".
3. Choose Create. The editor opens.

To use your own PDF, choose More actions → Upload PDF, pick the file with Choose PDF (up to 15 MB) and choose Import PDF. Your pages stay as they are and you place signing fields on top.

Step 2: Write the document

The editor has a Blocks panel on the left. Add blocks in the order you want them to appear:

• Heading, Text, Bullet list and Quote for writing.
• Table for schedules or deliverables.
• Image / logo for branding.
• Divider and Page break for layout.

Useful extras:

• Variables. Type {{client.name}} or any {{variable.name}} in a text block, then fill its value under Variables. This keeps names and dates consistent.
• Section library. Insert clauses you use often, such as payment terms, with Insert section. Save a part of this document for later with Save from this document.
• Document layout and Document branding. Set page size, margins, your organization name, brand colour and logo.

Choose Save changes as you go. If your browser closes before you save, you will see "Unsaved changes are available from this browser session." when you return. Choose Restore to get your work back, or Discard to start from the last saved version.

Step 3: Add recipients and fields

1. Choose Prepare in the editor toolbar. The page Prepare recipients and fields opens.
2. In Recipients, choose Add signer. Enter a name and email.
3. Set the role:
   • Needs to sign — this person must sign.
   • Receives a copy — this person can read it but does not sign.
4. For each signer, set a Signing group number. Group 1 signs first. People in the same group sign at the same time. Copy recipients can read the agreement straight away.
5. Select a signer, then add their fields in the Fields panel: Signature, Initials, Name, Email, Date, Text or Checkbox. For your own document, select a block first. For a PDF, add the field to the page and drag it into place.
6. For each field, check Field label and Required.
7. Choose Save.

Give every signer at least one signature field, and assign each field to the person who should complete it.

Step 4: Get approval (optional)

If a teammate must approve before sending, open the agreement and choose Request approval. Pick the Approvers and confirm. Templates can add required approvers automatically.

Approvers see the agreement under My approvals and choose Approve or Reject on the Approvals tab. Only assigned approvers can decide.

Step 5: Review and send

1. Choose Review & send.
2. Check the version, the expiry date and each recipient's group.
3. Choose Send agreement.

What you should see: "Agreement issued. Invitations are queued and will be sent in signing order." The status changes to Sent. Later groups are invited only after earlier groups finish.

What your signer sees

1. They open the link in their email.
2. If Require email verification is on in Settings, they enter a six-digit code sent to their email.
3. If someone must sign before them, they see "Waiting for earlier signers".
4. They complete their fields. For a signature they can Type or Draw, enter their legal name and choose Adopt signature.
5. They tick the consent to use electronic records and signatures and choose Agree & sign. They can also choose Decline agreement and give a reason.
6. When everyone has signed, they can download the Signed PDF and the Certificate.

The signing page is shown in English, French or Spanish depending on the signer's browser language.

Track progress

Open the agreement to see these tabs:

• Overview — each recipient's progress. Use the resend icon next to a name to send their invitation again.
• Approvals, Comments and Activity — who approved, what was discussed and what happened when.
• Delivery — the email history. Choose Retry if a delivery failed.
• Engagement — optional visit reports. See Bulk sending and reports.
• Files — download the document, signed PDF and certificate.
• Compare revisions — see what changed between versions.

Reminders before expiry are set for the whole workspace in Agreements → Settings using Reminder days before expiry, for example 7, 3, 1.

Fix or cancel a sent agreement

• Correct & reissue — use this while the agreement is Sent, Viewed or Partially signed. It creates a new draft. Sending the correction voids the original and disables its signing links, so signers only ever see one live version.
• Void — cancels the agreement without a replacement. Enter a Reason and choose Void agreement. Signing links stop working.
• Create amendment — use this after an agreement is Completed to change agreed terms.
• Duplicate — start a new agreement from this one, for example for a second client.

If something goes wrong

• Review & send shows warnings. Fix each one: a missing email, a signer without a signature field, or a pending approval.
• A signer says the link doesn't work. The agreement may be voided, expired or replaced by a correction. Check the status, then resend or reissue.
• A signer can't get the email code. Ask them to check spam and use Send a new code. Confirm their email address on the prepare page.
• Signing is paused. A signer requested a change. Resolve it on the Comments tab. See Quotes, options and conditions.

FAQ

Can two people sign at the same time?

Yes. Give them the same Signing group number.

Can I edit an agreement after I send it?

No. Use Correct & reissue so everyone signs the same final version.

Where is the signed copy stored?

On the agreement's Files tab. Signers can also download it when everyone has signed.

Next step

Save it as a template so your next agreement takes minutes.