How do I create a contract?

You prepare the contract text from a reusable agency template and edit the client-specific content.

Can the client sign the contract online?

Yes. The client verifies their email and signs on a canvas screen; the signature is stored with audit details.

What information is stored in the signature?

The signer’s full name, timestamp, IP address and browser details are kept with the signed contract.

Can a contract be linked to a proposal?

Yes. A contract can be related to the approved proposal that defines the commercial scope.

Can the client reach the contract from the portal?

Yes. The authorized client sees the contracts and the signed document shared with them in the portal’s documents area.

Contracts

Contracts on record, together with the signature

Keep draft, sent and signed contracts with the client record; capture the canvas signature with audit details and stop searching for the final document.

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(co)wwwork

The problem

When the signed file goes missing, the project record is incomplete

When contract versions travel through email attachments and folders, who signed which file and where the final document lives becomes unclear.

(01)Different contract versions circulate at once.
(02)The signed document sits in a folder apart from the client record.
(03)Who signed, and when, isn’t on record.
(04)The project timeline doesn’t show the contract step.

The Cowwwork approach

Keep the document, the signature and the client together

Prepare the contract text from an agency template; optionally link it to an approved proposal and send it to the client. The client verifies their email and signs on a canvas; the signer name, timestamp, IP and browser are recorded with the signature.

How it works

How the contract record is completed

(01)
Prepare the document
Create the text from a reusable agency contract template and edit the client-specific content.
(02)
Link to the proposal
Optionally relate the contract to the approved proposal so the commercial scope and contract stay in one context.
(03)
Send for signature
Share the secure link; the client verifies their email and signs on the canvas signature screen.
(04)
Store the signed document
The signature is saved with name, time, IP and browser; the signed document is kept safely with the client and project record.