Help Center / Proposals and contracts /
Creating a contract
Contracts are standalone legal documents built with the same drag-and-drop block editor used for proposals and invoices. Each contract carries its own status lifecycle, supports multiple signees, and connects to projects and proposals for a linked workflow.
How to create a contract
- Open Contracts.
- Click "Create contract". A new contract opens in the block editor.
- Set the contract title. The title appears at the top of the document and in any email notifications sent to signees.
- Add signees. Click the signees field to add contacts who need to sign. Each signee gets their own unique signing link. Signees can be team members, clients from your contacts, or external email addresses.
- Build the contract content. Add blocks from the block picker:
- Content blocks for the contract terms, clauses, scope of work, and legal language. Content supports rich formatting including headings, lists, bold, and links.
- Signature blocks for e-signatures. Add one signature block per signee. Each signee's block shows their name and captures a legally binding signature.
- Image and video blocks for logos, diagrams, or visual elements.
- Canvas and HTML blocks for custom multi-column layouts or embedded markup.
Blocks can be reordered by dragging, duplicated, or deleted. The layout in the editor is what signees see when they open the contract.
- Link to a project (optional). Connecting the contract to a project keeps it visible on the project's contracts tab.
- Link to a proposal (optional). When a contract is linked to a proposal, signing one can auto-sign the other. This combined signature feature means clients sign once and both documents are covered.
- Set an expiry date (optional). Used for your own tracking and reminders - signees can still open the contract, but it flags the contract as past its deadline.
Contracts start in Draft status. Drafts aren't visible to signees. Once the contract is ready, it can be sent, which generates a unique signing link for each signee.
How to create a contract from a template
- Open the contracts page and click "Create contract".
- Select a template from the template dropdown. The template pre-fills the contract with text blocks, signature blocks, and layout settings.
- Adjust the content as needed. Edit terms, update signee names, and modify any block. Templates use
smart fieldsthat auto-fill with client names, project details, and dates. - Save. The contract is ready to be reviewed and sent.
How to create a contract from a project
- Open a project and go to the Contracts tab.
- Click "Create contract". A new contract opens with the project pre-linked.
- Build the document as described above, then save.
Multi-signee contracts
Contracts support multi-party signing. Each signee gets a unique URL to view and sign the document independently. Partial signing is tracked, showing which parties have signed and which haven't. The contract stays in "Partially signed" status until all parties sign, then moves to "Signed" and a completed PDF is generated automatically.
Combined signatures with proposals
When a contract is linked to a proposal, the combined signature feature activates. Signing the proposal can auto-sign the linked contract, or signing the contract can auto-sign the proposal. The client signs once and both documents are covered, which reduces friction in the approval process.
Contract statuses
| Status | Meaning |
|---|---|
| Draft | Created but not shared. Invisible to signees. |
| Pending | Sent to signees via their unique links. |
| Partially signed | Some signees have signed, but not all. |
| Signed | All required signatures captured. PDF generated. |
| Cancelled | Contract has been cancelled or voided. |
