After you've created your contract and checked "ready for client acceptance," your client logs in, reviews the contract, clicks "Sign Contract," and types in their name to electronically sign their contract. After typing in their name though, the "Sign" button is stilled greyed out and your client cannot finish signing.
There are a couple of things that could be causing this. First, your client must type in their name exactly as it is written in their Client Profile. So, if they used a nickname or accidentally misspelled their name, that "Sign" button will remain un-clickable.
The other possibility is having an extra space ( as indicated by " _ " ) included before or after their first or last name within their Client Profile or as they've typed their name.
If their first name is entered as Tammy_ , the client would need to type "Tammy_ _ Jones" when signing the contract. Be sure to edit the client profile, click in the first and last name fields to delete any extra spaces.
Once you edit their profile, they should be able to type in their name and be able to sign that contract!
**Note** Signed contracts cannot be edited or deleted.
How many clients can sign off on a contract?
At this time you can have multiple clients on a project but only one client can sign off on the contract. If you want signatures from multiple clients, add the contract multiple times and label it with the client's name. Then each client can sign their own copy of the contract.
What if my client doesn't want to log in, can I download a PDF of my contract?
Yes you can! click "generate PDF" in the top action bar of the contracts section. You can save the PDF for printing or emailing directly to your client
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.