Send a contract or proposal for signature

Build a coaching agreement or proposal, add signature and payment fields, and send it to your client to sign.

Contracts and proposals live in Payments > Docs. You write the document once as a template, then send a copy to each new client to sign. A document can also show your pricing and collect payment.

Before you start

• Time: 30 minutes for your first template, 5 minutes per client after that.
• Have ready: your agreement text (coaching agreement, confidentiality, cancellation policy). If you have it as a PDF, you can upload it.
• The client is a contact with an email address.

Step 1: Make a reusable template

1. Go to Payments > Docs. You'll see Documents & Contracts.
2. Click New and choose one:
   • New Template to write a reusable agreement from scratch.
   • Start from template library to start from a ready-made layout.
   • Upload existing PDF to use the agreement you already have.
3. Write or paste your text on the page. Use Add Elements on the left (the Blocks, Library and Layers tabs) to add headings, text and images.
4. From the FIELDS group, drag in what your client fills in:
   • Signature, Initials and Date Field for acceptance
   • Text Field or Checkbox for anything they need to confirm
   • Product List to show your package and price
   • Payment or Card Details if they should pay as they sign
5. Click Preview to check it, then Save.

Your templates show in the Template Library at the bottom of the Docs page.

Step 2: Send it to a client

1. In the Template Library, click Use on your template. (Or click New > New Document for a one-off.)
2. Add your client as the signer, with their email address.
3. Fill in anything specific to them, such as start date or package.
4. Click Send (top right).

If something is missing, Fix these before sending opens with a checklist. Items marked with a red cross still need attention:

• At least one signer with an email
• Valid recipient email addresses
• At least one signature field
• All required fields are placed on the page
• Document has a title

Click OK, fix those items, and click Send again.

Check it worked

• On the Docs page, the document shows under Waiting for others with a status such as sent, viewed or signed.
• Once everyone has signed, it moves to Completed.

If something's off

• Send keeps opening the checklist: add whatever has a red cross, usually a signer's email or a Signature field.
• You can't find a draft: open the Draft tab on the Docs page and click the document's title.
• The client says the link didn't arrive: check the email address on the signer, and ask them to check spam.
• You only need a price approved, not a signature: an estimate is lighter. See Send an estimate and turn it into an invoice.