Creating and Signing an Agreement

Article introduction

In One Click Contractor, an Agreement is created after a customer proposal has been reviewed and accepted. Agreements are generated from an existing estimate and formalize the scope, pricing, and terms into a document that can be signed digitally or shared as a PDF.

Agreements can be emailed to the customer for review, prepared for digital signature, or signed on screen when meeting with the customer. Once signed, the completed agreement is stored directly in the customer file for future reference.

How to Create an Agreement

Open the customer file.

Select the Agreements tab.
Click Show.
1. If multiple estimates exist, select the estimate you want to create the agreement from.

Agreement Delivery Options

Once the agreement is created, you can choose how it will be delivered or signed:

Email Agreement
Sends a copy of the agreement to the customer for review or printing.
Prepare for Signature
Gets the agreement ready for digital signing.
Download PDF
Creates a PDF version for offline use.

How to Sign an agreement on screen

This option is commonly used when meeting with the customer in person or virtually.

Customer Signature

In the Agreements tab, Click Signature. This will prompt a screen where you can select the signers.

Note: as a reminder, signera is the main customer, signerb is the sales rep and signerc is the optional additional customer.

Decide between the two options: Sign Onscreen or send via Email

Once both signatures are completed, the agreement is finalized.

How to Send agreement via Email

From the Agreements view, click Send Email

Confirm the signing recipients (homeowner and contractor).

Click Send.

Note: additional emails can be sent by adding a comma before the additional email.