Contracts with e-signature

Attach a contract to a proposal; the client signs it on their phone and you countersign.

Your contract template

  1. Open Company settings › Contracts.
  2. gridOS comes with model contracts. Open one and click Duplicate to edit, or start a New template.
  3. Use Insert variable for what changes each time: client, scope, total value, payment terms, deadline, revision rounds, city.

The models are a starting point. Have your lawyer review yours before using it.

Attach it to a proposal

In the proposal, under Contract, click Add contract and choose the template. Fill in the deadline, revision rounds and city. gridOS shows what's missing before you send.

How the client signs

  1. On the proposal page, the client clicks Sign and accept.
  2. They type their name and e-mail and receive a 6-digit code by e-mail.
  3. They draw or type their signature. With a contract, accepting always means signing.

Countersign and download

The owner or an admin clicks Sign as studio in the proposal. When both have signed, the client receives the signed contract by e-mail, and Download signed contract gives you the PDF with a certificate page.

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