Digital Agreements & Signatures

Service Agreement Between Your Business & Acme Corp SIGNATURE John Smith, Director Signed: 9 Feb 2026, 14:32 ✓ Signed

Contracts Made Simple

Twentu CRM includes digital agreement functionality, allowing you to create contracts and capture electronic signatures without any paper.

Agreement Templates

Start by creating reusable agreement templates:

  1. Go to Settings and find the Agreements section
  2. Create a template with your standard terms, conditions, and contract language
  3. Use HTML formatting for a professional look
  4. Mark whether a signature is required

Attaching Agreements to Quotes

When creating or editing a quote, you can attach an agreement template. When the client views the quote, they'll need to:

  1. Review the agreement terms
  2. Draw their signature on the signature pad
  3. Enter their name and email
  4. Submit to sign the agreement

Tracking Signatures

Each agreement records:

  • The signer's name and email
  • The signature image
  • The date and time of signing
  • The IP address for verification

Signed agreements can be downloaded as PDF documents for your records.

Agreement Status

  • Pending – Sent but not yet signed
  • Signed – Client has signed
  • Expired – Signing window has passed
  • Cancelled – Agreement voided