Contracts and E-Signatures

Make it easy for your clients to sign on the dotted line... electronically.

10 articles in this collection
Written by Sam Gioia

Contracts vs. sub-agreements

Not sure whether to use a contract or a sub-agreement? Check out our guidance and examples.

Written by Sam Gioia
Updated over a week ago

Are e-signatures legally binding?

Written by Sam Gioia
Updated over a week ago

Building Contracts and Sub-Agreements

Build a contract or sub-agreement template

Watch a quick video tutorial to get started creating contract and sub-agreement templates.

Written by Sam Gioia
Updated over a week ago

Add signature and initial fields to your contract

Allow your clients to sign and initial Dubsado contracts and sub-agreements electronically!

Written by Sam Gioia
Updated over a week ago

Autofill invoice details in a contract

Display a payment plan breakdown, invoice total, or package names in your contract.

Written by Sam Gioia
Updated over a week ago

Sending Contracts and Sub-Agreements

Send a contract

How to add a contract to a project, customize it, and send it via email.

Written by Sam Gioia
Updated over a week ago

Send multiple contracts using sub-agreements

How to add a sub-agreement to a project, customize it, and send it via email.

Written by Sam Gioia
Updated over a week ago

Managing Contracts and Sub-Agreements

Countersign a contract or sub-agreement

Plus, tips for staying on top of documents that need your signature.

Written by Sam Gioia
Updated over a week ago

Upload a PDF of a signed contract

Great for signed paper contracts or PDFs of signed contracts from another system.

Written by Sam Gioia
Updated over a week ago

Test sign a contract as the client

Hint: use an incognito browser window!

Written by Sam Gioia
Updated over a week ago