Documents and contracts
Proposals and contracts with e-signature.
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- How to create a proposal or contract with e-signatureIn Payments › Documents & Contracts, click New and start a blank document, upload a PDF or use a template. Add your content, products and a Signature field assigned to the customer, then send it.
- How to send a contract for signature and track its statusOpen the document in Payments › Documents & Contracts, click Send and choose email or link. Then, on the dashboard, the Draft, Waiting for others and Completed tabs show the status, and View History shows who opened and signed it.