Contracts
Overview
The Contracts section is where customers review and sign their service agreements. The contractor creates and sends the contract from the CRM; the customer receives a notification, reviews the full document in the portal, and signs with a digital e-signature. The signed contract is then stored permanently and available for download by both parties at any time.
E-signing through the portal is legally binding. The signature is timestamped, IP-addressed, and stored with a full audit trail.
Features
- Contract View — Full contract document rendered inline in the browser — no PDF plugin or download required to read it
- E-Signature — Customer signs with a drawn, typed, or image-based signature; signature is captured with timestamp and IP address
- Contract Summary — Key terms highlighted before signing: scope of work, payment terms, cancellation policy, and duration
- Download Signed PDF — After signing, a PDF with both parties' signatures is available for download immediately and permanently
- Audit Trail — Every event is logged: viewed, signature started, signed, downloaded — with timestamps
- Contractor Countersignature — Some contracts require contractor countersignature; portal shows status if pending
- Multiple Contracts — Customers may have multiple contracts (e.g., one-time project + recurring plan agreement); each is listed separately
Contract Status States
| Status | Description | Customer Action |
|---|---|---|
| Draft | Not yet sent | Not visible |
| Sent | Awaiting customer review + signature | Review & Sign |
| Signed (Pending Countersignature) | Customer signed; awaiting contractor | Download draft |
| Fully Executed | All parties signed | Download final PDF |
| Expired | Not signed within expiration window | Contact contractor |
| Voided | Cancelled by contractor | View only |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Contract | — | ✅ | — | — |
| E-Signature | ✅ | ✅ | — | — |
| Signed PDF | — | ✅ | — | — |
| Audit Log | — | ✅ | — | — |
| Download Event | — | ✅ | — | — |
Notes
Signing a contract is a one-time, irreversible action — once signed, it cannot be modified or unsigned through the portal. If an error is made or terms need to change, the contractor must void the existing contract and issue a new one. Signed contracts are retained indefinitely and cannot be deleted by either party. The audit trail is available to the contractor under the contract record in the CRM.