How do I send a contract for the client to sign online?

Every contract in Upcycle has its own link. The client opens it on any device, reads the contract details and the payment plan, and signs with their name and email. The contract's status on your side changes to signed.

Steps

1. Open Sales from the side menu.
2. In the Sales menu, open the Contracts and commissions group and click Contracts.
3. Click Add contract.
4. Type the Contract title (required) and a Description, choose the client the contract is with, and choose the linked deal under Deal.
5. Click Next, then set the Start date and End date, and enter the contract value, the Currency and the Terms.
6. Click Create contract. The contract is saved as a draft.
7. On the contract's page, click Send contract. Its status changes to sent, and the signing link is emailed to the client if their email is on their record.
8. Click Copy signing link and send the link to the client by WhatsApp or email.
9. The client opens the link, types their full name and email, draws a signature if they want, and clicks Sign contract.

Good to know

• The fastest way: on the deal's page click More, then Contract, and the deal is selected for you. Or create the contract inside the Close the deal steps when you win.
• Always link the contract to its deal in the Deal field. The client's name and the payment plan on the signing page come from the deal.
• On the link the client sees the parties, the value, the dates, the payment plan, your company's payment methods, the terms and conditions, and a Download PDF button.
• After signing, the link shows who signed and when, and the contract's owner gets a notification.
• If the client signed on paper, open the sent contract and click Mark as signed.
• The message after sending tells you which email the link went to. If the client has no email on file, it says so: copy the signing link and send it yourself.
• A contract can be Draft, Sent, Signed, Expired or Cancelled. You can filter by status on the Contracts page.
• Check the Currency field before saving and enter the contract's real currency.
• The link works for anyone who has it, so send it only to the person authorised to sign.