What you will accomplish

You will create a contract from a template, send it to one customer, and track whether they opened and signed it. When they finish, the signed PDF stays on their customer record for your team to download.

When to use this guide

Use this guide for one customer at a time, such as:

• A new storage customer needs to sign an agreement today.
• An existing customer adds a new vehicle and needs a new agreement.
• A customer needs a service authorization or waiver.
• You need to resend a signing link because the customer did not receive email.

Before you start

• The customer exists in Contacts.
• The customer's email on their record is correct (signing links go to this address).
• You created the contract template in Settings > Contracts & Documents.
• The related car is on the customer record if the agreement uses vehicle fields.
• The agreement text is final and approved for sending.

Step 1: Open the customer record

1. Open Contacts

   In the sidebar, click Contacts, or go to Contacts.

2. Find the customer

   Search by name, email, phone, or company. Open the correct customer record.

3. Confirm the vehicle (if needed)

   If the agreement is for a specific car, check that the right vehicle appears on the record before you continue.

Expected result: You are viewing the customer who should sign—not a different person with a similar name.

Step 2: Start a new contract

On the customer record, find Documents & Contracts. This area holds uploads and contracts together.

1. Click New Document

   Click New Document in the Documents & Contracts section (top-right of that card, or in the empty state).

2. Choose Contract

   In the Add New Document window, click the Contract option—the one that says customers sign electronically from a template.

Expected result: The contract creation flow opens.

Step 3: Select the template and details

1. Pick a template

   On Select Contract Template, click the agreement that matches this customer. Example: Vehicle Storage Agreement.

   Expected result: You move to the details step for that template.

2. Choose the vehicle (if shown)

   If the template uses car fields, select the correct car. This fills vehicle details on the PDF.

3. Add a clear title

   Use a title your team will recognize later. Example: Storage Agreement — 2017 Lamborghini Huracan.

4. Set an expiration date (optional)

   Add an expiration date if old signing links should stop working after a certain day.

5. Decide whether to send now

   Choose to send immediately when the agreement is ready, or save as a draft if another teammate must review first.

Step 4: Complete team signature (if required)

Some templates ask a team member to sign before the customer receives the link.

1. Follow the on-screen steps

   If you see Team Signature, sign when prompted.

2. Confirm and send

   On the final step, review the summary and send the contract to the customer.

Expected result: The contract status becomes Sent (or stays Draft if you chose not to send yet).

Step 5: Send or resend the signing email

1. Use the send action

   If the contract is Draft or waiting to go out, click the send action in the contract row (or complete the send step in the creation flow).

2. Tell the customer what to expect

   The customer receives an email with a link to review and sign. Ask them to check spam or junk if they do not see it within a few minutes.

3. Resend if needed

   You can send again from the same contract row if the email address was correct but the message was missed.

Step 6: What the customer sees

The customer opens the link in a web browser. They may need to:

• Allow location access if the template requires it.
• Review each page of the agreement.
• Fill any required fields.
• Draw a signature and initials where asked.
• Click Sign Contract when the button becomes active.

Expected result: After signing, the contract status on the customer record updates to Signed or Completed.

Step 7: Confirm on the customer record

Return to Documents & Contracts on the customer record.

Common statuses:

Future auto-signing (when it applies)

If a customer previously allowed future auto-signing for the same template, the app may create a new contract without another email. This only works when:

• The same template is used.
• The customer opted in when they signed before.
• No new signer information is required.
• The earlier authorization was not voided.

Cancel a contract before it is signed

Use Cancel when the customer should no longer sign that request—for example wrong template, wrong car, or wrong email.

Cancelled contracts stay visible for history, but the customer cannot sign them.

What success looks like

• The contract appears in Documents & Contracts.
• The customer can open the signing link from email.
• Status moves from Sent to Viewed to Completed as the customer progresses.
• Your team can download the signed PDF after completion.

Troubleshooting

What to do next

After the customer signs, use Review signed contracts and document history to download the PDF and confirm uploads.