Sending a Contract for Signature
A contract is sent from the contact’s record: the Contracts card, Send contract button. You pick the template, check the terms, look at the preview and send. The signer gets an email with a personal link.
This feature is available on the Professional plan and above. If you don’t see it in the app, check your plan in Subscription Plans.
The button is visible to whoever has “Can send contracts” (admins always). You also need the agency signature uploaded under Settings › General › Contracts, and at least one template linked to a service.
The four starting points
| From where | What differs |
|---|---|
| A lead’s record | The Contracts card sits under the lead’s details. On signature the lead becomes a client. |
| A client’s record | The Contracts card sits in the right-hand column. Use it for upsells and renewals. |
| The Google Meet bar | With the Chrome extension installed and connected (version 1.3.1 or later), a Send contract button appears in the controls bar — hover it and the tooltip spells it out: “Send contract with SalesControl”. It is there even when the bot is recording the call. It looks up the contact of the call and opens SalesControl straight on their record with the dialog open. If it cannot find a single match, it lets you pick in the overlay. |
| The Renewals page | In Expiring, Expired and on planned restarts. The dialog arrives pre-filled (see below). |
The three steps of the dialog
At the top you see the steps: 1. Template and signer · 2. The contract · 3. Preview and send. The “The contract” step only appears if the template is marked “Editable when sending” and you have permission to edit it: otherwise there are two steps.
Step 1 — Template and signer
- Template — the list only shows templates linked to a service. If your agency works across several markets, you only see the ones of the contact’s market, and a line tells you how many were hidden.
- Service — only appears when the chosen template is linked to more than one service. The service decides the prices and the duration, hence the instalments.
- Signer — name and language come from the contact (the language decides which language the email and the signing page arrive in). The signer email is pre-filled if the contact has one; if it is missing you type it here and it is saved on the lead.
- Start date — only appears if the template has the start-date box. Write it and it is printed into the document and the client cannot touch it; leave it empty and they fill it in when signing.
- Trial period — if the template includes one, a line reminds you: “On signature the client will start in trial”. It cannot be changed here: it is the template’s choice.
- Payment choice or Terms for this contract — see the next section.
Step 2 — The contract
Here you see the sheet and can adjust the text for this client only. With the Update the template too tick the changes also stay on the template (that needs the templates permission). If you move or change the text, check the boxes again: the warning reminds you.
Step 3 — Preview and send
This is the real PDF, the one the client receives. Check it and click Send. If something is wrong — an image that does not load, text falling past the last page — sending stays blocked and the message says what to fix.
Price and payment type
It depends on the template:
- With the «Payment choice» box: the Payment choice section shows the two lines the signer will see (instalments with monthly price × duration, and upfront). They choose. If you have the “Edit prices” permission you can adjust monthly price, upfront price and duration for this contract only; otherwise the service prices apply.
- Without that box: the Terms for this contract section (only with the “Edit prices” permission) sets value, duration and payment type. They stay frozen on this contract.
With the payment choice in the template, a service with neither a monthly nor an upfront price blocks the send: “The service has neither a monthly nor an upfront price: set one on the Services page before sending”.
Sending from Renewals: what comes pre-filled
- From Expiring and Expired: the service and terms of the contract in progress (the price you negotiated, not the list price), and as start date the day after the effective expiry — or today, if it has already passed.
- From a planned restart: the terms you agreed with the client and the expected restart date.
Everything stays editable. If you change the service, the prices restart from that service’s list price.
If the service has no template
The dialog says so — “No contract template is linked to the service ‘X’: pick another one, or link a template” — with a link to Manage templates. You can still pick another template: the service follows the template, so the contract will go out with that template’s service. Which services have a template is visible at a glance in the Contract templates column of the Services page.
What the signer receives
An email with the subject and text written on the template, in their language, carrying the personal signing link. The link is valid for 30 days. In the Contracts card the row shows as Sent with its expiry date.
The name in the “From:” field is decided by the template: it can be the agency’s, as always, or the name of whoever is sending the contract — in which case, if you resend it with “Send again”, the sender becomes yours. Replies still reach whoever sent it. The choice is made on the template, in the Sending email section.
Resending and cancelling
- Send again — sends a new email. The previous link stops working immediately: if the client still had the old page open, they must use the new one. The original expiry does not change.
- Cancel — closes the request: the link stops working and whoever opens it reads “The agency cancelled this signing request”. A cancelled contract moves to Abandoned on the Contracts page, with the Cancelled badge. If you only want it off the list while the link stays valid, use Abandon.
Both work while the contract is still signable. If the client has signed meanwhile, or the link has expired, you are told instead of the action pretending to succeed.
If the send fails
- “Contract saved but the email did not go out” — the contract exists, only the delivery failed: click Send again.
- “The agency signature is missing” — upload it under Settings › General › Contracts.
- “You cannot change the text or the boxes when sending this template” — the template is not editable, or you lack the permission.
- “This template still uses the old editor” — open it in Contracts, check the text and save it once.
- “The document is too large” — shorten the text or lighten the template images.