Help Center / Proposals and contracts /
Combined signature (proposal + contract)
A contract can be linked to a proposal so that signing one document automatically signs the other. Both documents share a single signing flow, which means the client reviews the proposal content, agrees to the contract terms, and signs once to accept both.
How linked signing works
When a contract is linked to a proposal, the signature action on one document triggers the signature on the other. The client sees both documents in the signing flow and signs once. The signature, timestamp, and legal capture details are recorded on both documents simultaneously, so each carries its own independent signed record.
Setting up a linked contract
Linking is configured from the proposal or contract editor. The contract is selected from existing contracts, or a new contract can be created and linked directly. Once linked, the proposal displays that a contract is attached, and the client is informed during the signing process that their signature applies to both documents.
Status updates across linked documents
When the client signs, both the proposal and the contract update their statuses simultaneously. The proposal moves to "accepted" and the contract moves to "signed". Each document generates its own signed PDF. If auto-invoice is enabled on the proposal, the invoice is created at the same moment, so the full chain fires from one signature: proposal accepted, contract signed, invoice generated.
Linked signing reduces the approval process to a single action, so clients don't need to sign a proposal and then separately sign a contract for the same engagement.
