To send a contract:
Open a property
Go to the Contracts section
Click + Add Contract
Select a contract template
(Optional) select an intake form
Choose the signers
Select the contract sender
Review and send it to the client
You can track contract status such as:
Sent
Viewed
Signed
You can also resend or follow up with clients who have not yet signed, or upload externally signed contracts.
It is recommended to complete an intake before sending a contract, as it allows client and claim information to autofill and reduces manual entry.