Running Your Business

Send a contract and request a deposit

Share a standalone signature link and collect a deposit after signing.

A contract records the scope, terms, and total on its own private signature link.

  1. Open Sales, then Contracts.
  2. Add the customer, scope, terms, total, and any expiration date.
  3. Share the signature link when the agreement is ready.
  4. After the customer signs, request a deposit when the agreement requires one.
  5. Use later invoices for progress payments or the remaining balance.

The signed agreement stays with the job. A link remains inactive until the business shares it.

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