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Overview of Documents & Contracts
Build, send, and track documents and contracts with e-signatures—add variables and product lists, rearrange pages, set recipients, and auto-create invoices when signed.
Managing Documents, Signatures, and Next Steps in One Flow
Creating, sending, and tracking documents can quickly become disconnected when different tools are used for contracts, signatures, and follow-up actions.
The Documents & Contracts system brings everything into one place, allowing you to build documents, collect signatures, and trigger actions like invoice creation after signing.
Without a unified process, documents can be harder to track, updates may be missed, and the transition from agreement to payment can slow down.
This guide will walk you through how documents and contracts work so you can manage the full process—from creation to completion—more efficiently.
To begin, review how to create a document or contract and the different ways you can start building one.
Create a Document or Contract
You can start from scratch, upload a PDF, or pull a ready-to-edit layout from your template library.
- Go to Payments → Documents & Contracts and click + New.
- Select New Document, Upload PDF, or Import from Template Library.
- If you have repeatable docs, build and upload templates for quick reuse.
Follow along: Upload multiple PDFs in one session, drag-and-drop to reorder pages, then click Upload to merge into a single document.
Edit the Document in the Builder
Click the + in the builder to add elements, then drag them into position.
- Text: Style content and insert custom values or custom fields to auto-populate details.
- Image / Video: Add from URL or Media Library and adjust sizing, alignment, and background settings.
- Table: Add/delete rows and columns, merge cells, and style headers.
- Product List: Insert products and pricing; add multiple product lists if needed.
- Page Break: Push content to a new page.
- Signature + Fields: Add signature blocks, initials, dates, checkboxes, and form-style fields.
Pro tip: Mobile signing is supported—recipients can accept/sign in a mobile browser, mark as finished, and download a signed PDF.
Reorder Pages and Add PDFs
- Use the left-side page thumbnails to drag and drop pages into a new order.
- Add PDFs via the Pages panel + button or ⋯ → Add PDFs in the top-right menu.
Best practice: Reorder pages and finalize layout before sending so recipients see a clean, consistent flow.
Use Document Variables
Document Variables are placeholders that resolve to real values when the document is executed—perfect for consistent templates and automation.
Follow along: In the builder, search for an existing variable, or click + to create a new one—then insert it into your text blocks.
Add Recipients and Page Backgrounds
Recipients
- Click the Recipients icon and add one or more contacts.
- The first email is the primary signer and can’t be removed. To change the primary, create a new document.
- Additional recipients are typically CC’d on the email.
Page Background
- Open Page Properties (three dots next to the page).
- Choose a background image (Media Library or URL).
- Set position, size (Fill/Fit), repeat, and opacity.
Send, Track Status, and Manage Actions
Send
- Send via Email or Link.
- If you send links, a unique link per recipient may be generated—share the correct one.
Statuses
- Draft: Being edited.
- Waiting for Others: Awaiting recipient action.
- Completed: Finalized; no further edits allowed.
Common Actions
- View History: Track send/sign activity; recipient icons may show last action time (new sends).
- View, Clone, Download PDF.
- Delete (Draft only), Mark as Completed (Draft/Waiting), Move to Draft (from Waiting for Others).
- Convert to Template and Share via Link (typically while Waiting for Others).
- View Invoice: Create or view an invoice after the document is completed/signed (when enabled).
Pro tip: If a doc is already sent and you need to edit it, move it from Waiting for Others back to Draft. Once it’s Completed, edits aren’t possible.
Public Documents for E-Signing
Public Documents let you publish a shareable link for e-signing without adding contacts. Recipients enter their name and email, then receive a signed copy by email.
Use Cases
- Sales agreements: Repeatable contracts using variables and custom fields.
- Legal documents: Multi-signature workflows with initials and checkboxes.
- Service contracts: Scope + pricing + timelines, sent by email or link, tracked to completion.
Want faster contracts and cleaner approvals?
Create documents, collect signatures, and trigger invoices automatically—without juggling extra tools.
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Frequently Asked Questions
What actions can I perform on a completed document?
You can view it, download it as a PDF, convert it to a template, or view the associated invoice. Completed docs can’t be edited.
What if I need to edit a document that’s already been sent?
If it’s in Waiting for Others, move it back to Draft to keep editing. Once it’s Completed, edits aren’t possible.
What are Document Variables and how do I use them?
They’re placeholders that resolve when the document is executed. Search for existing variables or create new ones in the builder to power dynamic content.
Can I create an invoice from a document or contract?
Yes. You can create an invoice after the document is accepted/signed and marked Completed.
Can recipients sign on mobile?
Yes. Customers can sign in a mobile browser and download a signed PDF.
What is a Public Document for e-signing?
It’s a shareable signing link that doesn’t require adding contacts first—recipients enter their name and email, then receive a signed copy by email.
Send, Sign, and Automate the Next Step
Keep everything in one place—documents, signatures, statuses, and invoicing—so deals move forward without delays.
Faster approvals. Better tracking.
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