Docs section
Contracts guides
Covers contract templates, signing workflows, document requirements, and customer-facing agreements configured from Settings.
Contracts overviewUnderstand contract templates, signing flows, document requirements, and customer agreements.Create a contract templateBuild a reusable agreement for storage, service, events, waivers, or onboarding.Use Auto-fill when building a templateLet the app suggest signature, name, and date fields on your PDF so you spend less time dragging fields by hand.Send multiple contracts in one signing linkWhen one customer has several vehicles, help them sign every required agreement in one sitting—especially during customer portal onboarding.Send a contract for signatureCreate a contract from a template, complete the send wizard, and email a signing link to one customer.Upload a document for a customerAdd insurance cards, registration, titles, and other files to a customer record when the customer emails them or brings paper to the front desk.Attach contracts to customer workflowsRequire the right agreements during customer onboarding or customer setup.Counter-sign after the customerAdd your facility signature when a template is set to Team signs last and the customer has already signed.Help customers complete onboarding paperworkWalk customers through contract signing and document uploads during their first portal setup.Configure document requirementsDefine the document types customers or staff should upload for facility workflows.Help customers upload documents in the portalSet up document types and show customers how to upload insurance, registration, and other files from the customer portal.Review signed contracts and document historyFind signed agreements, uploaded files, statuses, downloads, and history on a customer record.Amend a signed contractUpdate allowed fields on a completed agreement, keep version history, and download the latest signed PDF.