Can I modify a document after it has already been sent for signature?

No. Once a document has been sent out for signature, it cannot be modified or edited in place. The document is securely locked to maintain digital signature integrity, legal compliance, and a clear audit trail.

If you need to make changes to scope, pricing, terms, or customer information, you must create and send a new agreement using the standard agreement workflow.

Best Practices for Reissuing Agreements

When replacing an agreement that has already been sent, follow these recommended practices:

1. Update the Estimate First

If your revisions involve price adjustments, updated line items, or new products, always make and save those changes on the Estimates tab before generating the replacement document. Agreements pull directly from your saved estimates.

2. Void the Outdated Agreement

While One Click Contractor does not technically require you to void an older agreement before creating a new one, voiding the previous document is strongly recommended as a best practice. Voiding immediately disables the signing link sent to the homeowner, ensuring they cannot accidentally review or sign an obsolete version of the contract.

💡 Step-by-Step Guide: For detailed instructions on how to cancel an active signing envelope and record a void reason, see our guide on Can I void or cancel an agreement after sending it?.