Contracts

Contracts is where you send agreements out for signature and track who's actually signed. Unlike quotes and proposals, a contract isn't about pricing — it's the legal/formal side of a deal.

Contracts list with five clickable KPI-card filters

KPI cards double as filters

The five cards at the top — Total contracts, Draft, Awaiting signature, Needs review, Signed (30d) — aren't just numbers, they're clickable. Click one to filter the list below to exactly that slice; click it again (or Total) to clear the filter.

Needs review is the one worth knowing about specifically: it counts contracts where a client has proposed changes to the contract text that you haven't reviewed yet (see below).

Status pills

Same pattern as Proposals: Draft, Sent (Unread), Viewed Nx (opened, with a count), and Signed.

Client-proposed changes ("Needs review")

Clients aren't limited to just signing or not signing — they can propose edits to the contract's clauses. When they do, that contract shows a Review Changes action instead of the usual send/reminder button, and the row's Engagement column shows how many changes are pending. Opening the contract lets you accept or reject each proposed change individually before it goes back to the client.

Row actions

  1. Draft → Edit & Send

    Finish the contract and send it out.

  2. Sent, no pending changes → Send Reminder

    Re-sends the signature request.

  3. Sent, with proposed changes → Review Changes

    Takes you straight to the pending redlines.

  4. Signed → View Signed Copy

    Opens the final executed PDF — the actual signed document, not just the editor view.

If a contract has no client attached, you'll see the same Attach Client pill used on Proposals — pick one from Clients without leaving the list.

Note

A contract can be linked to a quote or proposal you've already sent, or stand entirely on its own — useful for things like NDAs or change orders that don't need their own pricing document.

Creating a contract

Click New contract. Unlike quotes and proposals, a contract carries no pricing to bootstrap from — it's built from a title and a set of clauses.

New Contract page with a client-attach bar, a Title field, and a Clauses section with Add clause and Add section buttons
  1. Title

    What the contract is called — shows on the document itself.

  2. Clauses

    Add clauses from your reusable clause library (Add clause), or add a blank section and write one from scratch (Add section). Sections are reorderable, so you can restructure without retyping anything.

  3. Client

    Optional at creation — Attach client picks one now, or you can do it later from inside the contract.

Start from a template (top right) applies a complete starter structure — a full set of clauses already in a sensible order — instead of building one section at a time. Preview shows the live document exactly as it'll render before you send it.

Tip

Building a reusable clause library once (Settings) pays off every time you create a new contract — you're assembling from a menu instead of writing boilerplate legal language from scratch.