How do I send a contract for signature?
Short answer
Turn your approved quote into a contract, attach the terms and scope, then send it as a link the customer can sign from a phone or laptop without printing anything. TactStack timestamps the signature, stores the signed copy on the record, and can trigger the next step automatically, like scheduling or a deposit invoice.
Before you start
- An approved quote or scope of work to convert.
- A saved contract or terms template with the clauses you actually use.
- The customer's correct email or phone for delivery.
- A decision on what should happen automatically once it is signed.
Step by step
- 1
Start from the quote, not a blank document
Convert the approved estimate into a contract so the scope, price, and line items carry over instead of being retyped.
Retyping numbers is how a contract stops matching the quote the customer already agreed to.
- 2
Attach your standard terms
Pull in the saved terms template covering payment schedule, warranty, and cancellation instead of writing legal language from scratch each time.
A saved template means every job is protected the same way, not just the ones you remembered.
- 3
Mark the fields that must be signed or initialed
Place a signature field, a date field, and any initials required on specific clauses before the document goes out.
Unclear fields are the top reason customers abandon a contract halfway through.
- 4
Send it as a link by text and email
Deliver the contract through both channels so it survives a missed email or an ignored text.
People sign what is in front of them, and phones are in front of people more than inboxes.
- 5
Watch for opens without signatures
Check the activity on the contract to see who viewed it but stalled before signing.
A stalled contract is a warm lead, and a quick call closes most of them.
- 6
Set what fires automatically on signature
Chain a workflow so a deposit invoice, a scheduling link, or an internal notification goes out the moment the last signature lands.
The gap between signed and scheduled is where jobs quietly stall.
- 7
Confirm the signed copy lands on the record
Check that the completed, timestamped document attaches to the contact or job automatically once both parties have signed.
A signed contract you cannot find later is worthless in a dispute.
- 8
Send the customer their own copy
Trigger an automatic email with the final PDF so the customer has proof of what they agreed to without asking for it.
Customers who feel informed argue less about scope later.
What good looks like
- Contracts go out in minutes instead of being drafted by hand for every job.
- Every signed contract is timestamped and stored where the team can find it.
- Deposits and scheduling start automatically the moment ink hits the page.
- Stalled signatures get caught and followed up before the lead goes cold.
Common mistakes
The ways this goes wrong in sales, and what to do instead.
Sending a fresh document instead of converting the quote›
Manually rebuilding the contract introduces typos and mismatched pricing that give customers a reason to renegotiate.
Do this instead: Always convert the approved quote into the contract so numbers carry over exactly.
No automatic next step after signing›
A signed contract that sits in a folder does not schedule itself or collect a deposit.
Do this instead: Attach a workflow that fires the deposit invoice or scheduling link on signature.
Skipping the delivery channel that actually gets opened›
Relying on email alone misses customers who read texts first and let email pile up unread.
Do this instead: Send the signature link by both text and email every time.
Vague or missing initial fields on key clauses›
Customers later claim they never saw the cancellation or warranty terms if nothing forced them to initial there.
Do this instead: Add an initial field on every clause that could become a dispute.
Frequently asked
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