Agreements

Download the agreement PDF at any stage from its page. Once everyone has signed, the final copy carries a Signature Certificate with the full audit trail.

Once every party has signed, the agreement PDF gains a Signature Certificate page. Here is what it records: signer email, the signing time in GST, IP address, device and a tamper-evident Verification ID.

Editing an agreement template is completely safe. The wording is copied onto each agreement the moment you create it, so changing a template only affects new agreements from that point on, never ones you have already created or sent.

Copy a template to start a variant without rebuilding it, or remove one you no longer use. Deleting is always safe: agreements you have already created or sent are never affected.

There is no self-serve button to cancel or void an agreement. What you can do depends on whether it is still a draft, already sent, or fully signed. Here is how to handle a mistake at each stage.

Sort out the usual reasons a client gets stuck signing an agreement: an expired link, a wrong or expired code, too many tries, a timed-out session, or an agreement they have already signed.

Clear the common blocks that stop you creating or sending an agreement: no letterhead set up, no signing party added, an agreement that is too large, or a draft that never got sent.