Contracts, terms and your signature

1 Your contracts

Save the contracts and terms you use, then choose which one goes on new estimates and invoices.

1. Open Settings → Contracts and click New contract.
2. Write it (or paste your own) and save.
3. Under Default contract, choose the one for new estimates and the one for new invoices.
4. No contract? Write simple Default terms instead — they're used only when no default contract is chosen.

Tags fill in by themselves (client name, total, dates). The list of tags is beside the contract when you edit it.

2 On a document

1. On the estimate, scroll to Contract to change it for this client only (Edit contract).
2. The client accepts it when they sign and approve.

3 Your signature

1. Open Settings → My signature.
2. Type your name and pick a style, draw it, or upload a photo of it, then Save signature.
3. On an estimate or invoice, turn on Show My Signature.

The next estimates remember if you showed your signature.