Digital Agreements & Signatures

Service Agreement Between Twentu Ltd and Acme Corp This agreement confirms the services outlined in Quote #QUO-019 for Website Design and SEO services. The total agreed cost is £3,600.00 including VAT. A deposit of £1,200.00 is due upon signing. Full Name John Smith Signature Sign & Agree

Digital Agreements & Signatures

Create legally binding agreements that clients sign electronically. Agreements can be attached to quotes so the entire accept-and-sign workflow happens in one seamless process.

Agreement Templates

Create agreement templates in Templates > Agreement Templates. Use the rich text editor to write your contract terms. Templates support variable placeholders that are automatically replaced with real data:

  • {client.name}, {client.company_name} – client details
  • {quote.number}, {quote.title}, {quote.total} – quote details
  • {order.number}, {order.total} – order details
  • {business.name}, {business.email} – your business details

Attaching to Quotes

When creating or editing a quote, select an agreement template from the dropdown. When the client accepts the quote, they will be taken through the signature workflow.

The Signature Workflow

  1. Client views and accepts the quote on the portal
  2. The agreement is displayed with all variables replaced with actual data
  3. Client enters their full name and email address
  4. Client draws their signature using their mouse or finger on a touchscreen
  5. Client clicks Sign & Agree to complete

What Happens After Signing

  • A signed PDF is generated with the signature and timestamp embedded
  • An order is automatically created from the accepted quote
  • If a deposit amount was specified, a deposit invoice is generated
  • A confirmation email is sent to the client with the signed agreement PDF attached

Sending Agreements Directly

You can also send an agreement directly to a client without the quote approval step. Use the Send Agreement button on a quote to skip straight to the agreement and signature page.

Viewing Signed Agreements

Signed agreements are stored against the order and can be downloaded as PDFs at any time. The agreement status shows whether it is pending signature or completed.