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What you will accomplish

You will create a contract from a template, walk through the send contract wizard, and email a signing link to one customer. When they finish, the signed PDF stays on their customer record for your team to download.

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When to use this guide

Use this guide for one customer at a time, such as:
  • A new storage customer needs to sign an agreement today.
  • An existing customer adds a new vehicle and needs a new agreement.
  • A customer needs a service authorization or waiver.
  • You need to resend a signing link because the customer did not receive email.
Several customers at once?To send the same agreement to many contacts, select them on Contacts, open Actions, and choose Send contract. Follow Send contracts to many customers at once for the full wizard, send job, pause, and retry steps.
Every customer at onboarding?If every new customer should sign during portal setup, use Attach contracts to customer workflows instead of sending one email at a time.
Several vehicles during onboarding?When one customer stores multiple vehicles and should sign during first-time portal setup, the app can bundle agreements into one signing email. See Send multiple contracts in one signing link. For a one-off send from a customer record, this guide sends one agreement at a time.

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Before you start

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Step 1: Open the customer record

1

Open Contacts

In the sidebar, click Contacts, or go to Contacts.
2

Find the customer

Search by name, email, phone, or company. Open the correct customer record.
3

Confirm the vehicle (if needed)

If the agreement is for a specific car, check that the right vehicle appears on the record before you continue.
Expected result: You are viewing the customer who should sign—not a different person with a similar name.

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Step 2: Start a new contract

On the customer record, scroll to Documents & Contracts.
1

Click New Document

Click New Document in the Documents & Contracts section (top-right of that card, or in the empty state).Shortcut: You can also drag a PDF onto the Add document tile—but for signed agreements, use Contract instead.
2

Choose Contract

In the Add New Document window, click Contract—the option that says customers sign electronically from a template.
3

Pick the template

In Select Contract Template, click the agreement that matches this customer—for example Car Storage Agreement.Expected result: The app creates a Draft contract and opens the send wizard. If you stay on the customer page, click the new Draft card or choose Open contract to continue.
Add New Document window showing Contract and General Document choices
Click Contract when you need a signed agreement—not a simple file upload.

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Step 3: Pick the contract template

1

Choose the agreement

In the Select Contract Template window, click the template that matches this customer. Example: Car Storage Agreement.You may see small badges such as Vehicle, Payment, or Team signs last. These tell you what the template needs before you can send.Expected result: The app creates a draft and opens the send contract page in a new full-screen view.
Select Contract Template window listing Car Storage Agreement with Vehicle badge
After you pick a template, the app opens the send wizard. You set the vehicle, fields, and send options on that page—not in this small window.
Why the page changesOlder versions of the app used several small pop-up windows. Today you land on one send contract page with three clear steps at the top: Contract setup, Fill required fields, and Review & send.

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Step 4: Contract setup

The first wizard step confirms who receives the agreement and any billing or notes your template needs.
Send contract page showing Contract setup step with customer name, vehicle picker, and Continue button
Contract setup is step 1. Confirm the customer, pick the vehicle if required, and click Continue when the checklist on the right shows no missing items.
1

Read the step name at the top

Under Send contract, you should see Contract setup and a short description.Use Back to customer (upper-left) if you opened the wrong person.
2

Choose the vehicle (if shown)

If the template requires a vehicle, pick the correct car from the list.Why this matters: Year, make, model, and VIN on the PDF come from the car you select here.
3

Complete any setup fields

Some templates ask for a title, expiration date, payment line, or internal notes. Fill every item marked as required on the checklist panel.If the template includes a payment amount field, choose a product and price from your facility’s list (for example Monthly Car Storage). Without a price, Continue stays gray until billing is linked.If the template uses Team signs last, you will also see Counter-signers. Pick any team members who may sign after the customer, or leave Primary team admin. Any selected person can complete the facility signature.
4

Click Continue

Click Continue at the bottom of the page.Expected result: The wizard moves to Fill required fields. Your work saves automatically—you may briefly see a saved message near the top.

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Step 5: Fill required fields

On this step you complete any team fields on the PDF preview—fees, dates, or notes your facility fills in before the customer signs.
Send contract Fill required fields step showing PDF preview with highlighted fields and a checklist on the right
Click each item in the checklist on the right, or tap a highlighted field on the PDF. Required fields are marked so you know what is left.
1

Use the checklist on the right

The right panel lists what still needs attention—vehicle info, team signature (if required before send), payment fields, and more.Click an item to jump to that spot on the PDF.
2

Type in each team field

Click a highlighted box on the PDF and enter the correct value. Use clear, customer-facing wording.Expected result: Checklist items turn complete as you fill them in.
3

Add your team signature (if required now)

Some templates need a facility signature before the customer receives email. If you see Team signature on the checklist, draw your signature in the box when prompted.If your template uses Team signs last, you will sign after the customer—see Counter-sign after the customer.
4

Book the visit (if the template includes Event Scheduling)

If the template has an Event Scheduling field, look for a button such as Schedule Vehicle Drop Off.Click it, pick a day and time, then click Book event. After it saves, the button may change to Change booking.Why this matters: The customer can finish signing without a second phone call to schedule arrival. Full steps are in Schedule a service while signing a contract.If you leave it blank and the field allows the customer to book, they will see the same Schedule … button on the signing page.
5

Click Continue

When the checklist is complete, click Continue.Expected result: You reach Review & send.
Choose an event type on the template before sendingIf you see Choose an event type on the template before sending, the Event Scheduling box is on the PDF but no service is selected. Open Configure on the template in Settings > Contracts & Documents, double-click the box, and pick Vehicle Drop Off (or the matching service).

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Step 6: Review and send

1

Read the summary

On Review & send, confirm the customer name, email, template, vehicle, and total (if payment fields are included).Why this matters: This is your last chance to catch a wrong car or email before the customer sees the agreement.
2

Click Send to customer

Click Send to customer (or Send).A window titled Notify the customer? asks if you want to send the signing email. Choose Yes to send. Choose No or close the window to cancel without sending.Expected result: After Yes, the contract status becomes Sent. The customer receives an email with a signing link.
3

Save as draft instead (optional)

If a manager must review first, use Back to fix any step, or leave the page—the draft saves on the customer record with status Draft.Send later by clicking the contract card and finishing the wizard.
Review and send step showing contract summary and Send to customer button
On Review & send, confirm the customer and email, then click Send to customer.

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Step 7: What the customer sees

After you click Send to customer, the customer receives an email with a link. They open it on a phone or computer—no app install required.
Customer signing page with agreement title, vehicle, signature pad, and Sign Contract button
Customers sign in the browser. The Sign Contract button turns on after they view every page, complete required fields, and add their signature.
1

Tell the customer what to expect

Say: “You will get an email from us with a link to sign your storage agreement. Open it on your phone or computer. The button may stay gray until you scroll through every page and sign where asked.”Why this matters: Customers who expect an attachment or a separate app often call support before they find the signing link.
2

Optional: preview before you send

On Review & send, click Preview signing page if you want to see the same screen the customer will see—helpful when coaching someone on the phone.
Expected result: After signing, the contract status on the customer record updates. If your template uses Team signs last, status may show Awaiting team signature until a staff member counter-signs.

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Step 8: Confirm on the customer record

Return to Documents & Contracts on the customer record.
Customer Documents and Contracts section showing a Sent storage contract card
Each agreement appears as a card with a status badge. Click a card to open the contract page—not a small preview window. Common statuses:
Draft — created but not emailed.Sent — signing email went out.Viewed — customer opened the contract.Awaiting team signature — customer finished; your facility must counter-sign (see Counter-sign after the customer).Signed / Completed — everyone who must sign has finished.Cancelled — signing stopped before completion.
For downloads, resends, and amendments, see Review signed contracts and document history.

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Resend the signing email

1

Open the contract

On the customer record, click the Sent or Viewed contract card.Expected result: The contract status page opens with progress steps and action buttons.
2

Click Resend email

Click Resend email (mail icon) near the top of the status page.When Notify the customer? appears, choose Yes to resend. Choose No or close the window to cancel without sending.Expected result: The customer receives another message with the signing link.
3

Tell the customer what to expect

Ask them to check spam or junk if nothing arrives within a few minutes.
Contract status page showing Sent badge, progress tracker, and Resend email button
Open a contract card to see status, resend email, download PDF, or cancel an unsigned request.
Check the email firstBefore resending, confirm the email on the customer record. Resending to the wrong address will not help the customer sign.

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Cancel a contract before it is signed

Use Cancel contract when the customer should no longer sign that request—for example wrong template, wrong car, or wrong email.
1

Open the contract card

Click the Draft, Sent, or Viewed contract in Documents & Contracts.
2

Click Cancel contract

On the contract status page, click Cancel contract. Read the warning, then confirm.Expected result: Status changes to Cancelled. The customer cannot finish signing that link.
Cancelled contracts stay visible for history, but the customer cannot sign them. Create a new contract if they still need a valid agreement.

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What success looks like

  • The contract appears in Documents & Contracts.
  • The customer can open the signing link from email.
  • Status moves from Sent to Viewed to Completed (or Awaiting team signature when your team signs last).
  • Your team can download the signed PDF after completion.

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Troubleshooting

Continue or Send is grayed outOpen the checklist on the right side of the send page. Every required item must be complete—including vehicle, team fields, and team signature when the template requires it before send.
The customer did not receive the emailCheck the email on the customer record, open the contract card, and click Resend email. Ask the customer to check spam.
Sign Contract stays grayed out (customer side)The customer may need to view all pages, complete required fields, add a signature, or allow location before the button activates.
Wrong vehicle on the agreementCancel the unsigned contract, fix the car on the customer record, and create a new contract. Do not ask the customer to sign incorrect vehicle information.
Continue is grayed out in the composerOpen the checklist on the left and finish every required item—title, vehicle, team fields, or team signature—before moving to the next step.

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What to do next

After the customer signs, use Review signed contracts and document history to download the PDF. If your template uses Team signs last, continue with Counter-sign after the customer. If they booked a visit while signing, confirm the time on Schedule.