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.
- Open Sales, then Contracts.
- Add the customer, scope, terms, total, and any expiration date.
- Share the signature link when the agreement is ready.
- After the customer signs, request a deposit when the agreement requires one.
- 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.
