Contracts & E-Signatures

Difficulty: Intermediate | Time: 6 min | Tier: Business+

Contracts in DreamFlow let you turn accepted proposals into legally binding agreements. Your client reviews the terms, draws or types their signature, and both parties receive a signed PDF — all without leaving DreamFlow.

Creating a Contract

1. Navigate to CRM > Contracts from the sidebar, or click Create Contract from an accepted proposal.
2. Choose a Template or start from scratch. Templates pre-fill standard clauses (payment terms, scope of work, cancellation policy).
3. Fill in the contract details: Client Name, Start Date, End Date, Value, and Terms.
4. Use the rich text editor to customize clauses. You can insert Merge Fields (e.g., {{client_name}}, {{project_value}}) that auto-populate from the linked contact or deal.
5. Click Preview to see the contract as your client will see it.

Sending for Signature

1. Click Send for Signature.
2. Enter the signer’s email address. You can add multiple signers if needed.
3. The client receives an email with a link to view and sign the contract.
4. They can sign by Drawing (mouse or touch), Typing their name, or Uploading a signature image.
5. Once all parties have signed, DreamFlow generates a Signed PDF and emails it to everyone.

Tracking Contracts

1. The Contracts page shows all contracts with their status: Draft, Sent, Viewed, Signed, or Expired.
2. Click any contract to see the Activity Timeline — when it was sent, opened, and signed.
3. Contracts are automatically linked to the associated contact and deal for easy reference.

Related Articles

• Proposals Overview
• Sending Proposals for E-Signature
• Templates Library

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