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Contracts: Allow clients sign first

Hey Cole & Team-

I just started using the contract feature- it is so nice to have this available within the software, so as to avoid another monthly bill (DocuSign, Adobe, etc.)

However, I noticed that if I click on ‘add Designer Signature,’ that I must sign first before the client. I was advised never to do this and always have the client sign first.

Is it possible to allow the contract to be sent first to the client for signature, then come back to me to countersign and date (as the official contract date)?

While I have you, it would be extra to be able to upload an attachment, vs just copying and pasting the contract in the text box, as it looks like my logo/branding in the contract will not travel over to the text box.

Thanks for all you do!

Christina

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  • Gwen Williams

    •

    Jan 13

    THIS!!! I was also told to always sign after clients… and now I have sent out my first contract, clients have signed it, and the only way for me to now sign it is to “edit” it (which I think should be off-limits after clients have signed).