GreenSails Docs (Alpha)

Contracts let you send formal agreements (service terms, event bookings, vendor arrangements) and collect a legally captured e-signature from your customer. Contracts share your business branding and can be linked to an invoice or other billing document when payment and paperwork go together.

Contracts live under Money → Contracts in the sidebar and require contracts:view to browse. Creating and editing drafts needs contracts:create and contracts:update. Sending for signature requires contracts:send. Manage reusable templates under Settings → Contract templates.

Contract lifecycle

Status	Meaning
Draft	Being prepared; not yet sent to the customer.
Sent	Delivered to the customer; awaiting signature.
Signed	Customer completed all required fields and signed.
Void	Cancelled; retained for the audit trail.

Contract templates

Before sending your first contract, set up at least one active template under Settings → Contract templates:

Title and body: the standard agreement text your team starts from
Custom fields: collect information at signing time (short text, long text, checkbox, or dropdown)
Clause library: save reusable paragraphs you can insert into templates
AI clause assist: draft clause language from a prompt (review carefully before use)

Archive templates you no longer need without deleting signed contracts that used them.

AI-generated clauses are a starting point, not legal advice. Have qualified counsel review any language that binds your business.

Creating a contract

Choose a template

From Money → Contracts, create a new contract and select an active template. The body and fields copy from the template into a new draft.

Customer & details

Set the title, customer name, customer email, and optional due date. A customer email is required before you can send for signature.

Link a billing document (optional)

Attach an existing invoice or other document when the agreement and bill

should stay connected. Useful for deposits, milestones, or signed work orders.

Edit the draft

Adjust the body text for this specific customer while the contract is still in Draft.

Linking from a billing document

You can also attach a contract from the document editor without starting from the Contracts list:

Open any billing document in the editor
Choose Attach signature
Select a signed contract whose customer email matches the document, or Create new contract pre-linked to this bill
Optionally enable Require signature before payment to block customer portal payments until the contract is signed

Only contracts with a captured signature appear in the picker. When a contract is linked, open View contract from the same panel to jump to the full agreement.

Sending for signature

When the draft is ready, choose Send for signature. GreenSails emails the customer a secure link. You can Resend & copy link if they need a fresh message or you want to share the URL directly.

After sending, the contract moves to Sent until the customer completes signing.

Preview, PDF, and signed record

Preview the formatted agreement before or after sending
Download PDF for your files or offline sharing
Once Signed, view the captured signature with the signer's name, email, and timestamp

What your customer sees

The signing experience is designed for customers on any device:

They open the link from their email
They verify their email with a one-time code
They fill any required custom fields on the agreement
They sign on the signature canvas and submit

After signing, they see a confirmation screen. Your team sees the contract move to Signed in the dashboard.

Walk customers through the email verification step if they say the link "doesn't work", the code goes to the address on the contract, not necessarily the person who forwarded the message.

Contracts & E-Signature