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Signees & Signatures

All contracts require signatures from designated parties before becoming legally binding. Understanding who needs to sign and how the signature process works ensures smooth contract execution.

Understanding Signees​

Signees are individuals who must provide their signature to finalize the contract:

  • Client-side signees - Decision makers from the customer's organization
  • Company-side signees - Your team members who execute the contract
  • All signees required - Every designated person must complete their signature before the contract is fully executed

The contract remains in a pending state until all signatures are collected.

Client Signees​

Client signees are the individuals making the purchasing decision:

Primary Contact​

The main decision maker is typically auto-populated from the project's primary contact. This person:

  • Receives the contract first
  • Has primary authority to approve the project
  • Must provide a valid email address

Important: Verify the primary contact's email is correct before sending. Incorrect emails delay the entire signature process.

Secondary Contact​

Add a secondary contact when needed:

  • Spouse - For residential projects where both homeowners must approve
  • Business partner - Co-owners who share decision-making authority
  • Financial officer - Someone who controls budget approval

When to add multiple client signees:

  • Married couples purchasing together
  • Business partnerships or LLCs
  • Any situation with shared decision-making authority

Company Signees​

Your internal team members who sign on behalf of the company:

Sales Representative​

The salesperson handling the project typically signs first:

  • Confirms project scope and pricing
  • Represents the company's offer
  • Usually auto-populated from the project record

Manager/Owner​

Some companies require manager approval:

  • High-value contracts - Projects exceeding certain dollar thresholds
  • Company policy - Standard practice for all contracts
  • Counter-signature - Manager signs after client to validate the agreement

Check your company's signing policies to determine when manager signatures are required.

Saved Signatures​

Company signees can save a default signature in Account Settings and use it in place of drawing or typing each time:

  • One-click signing — In the Adopt your signature dialog on your own signature block, click Use my saved signature. A preview shows exactly what will be applied.
  • Automatic signing — Choose to have your signature applied when the contract is sent or when the last client signs. You are not emailed to sign those contracts.
  • Mark as Complete — When a contract is marked complete, each company signee who has a saved signature is signed with it. Signees without one get a generated signature from their name, as before.

Countersigning with Mark as Complete​

When a client has already signed and finished a contract, use Complete → Yes, Mark as Complete to record the company signature. The client's signature and initials stay exactly as the client made them. The post-signing steps that ran when the client finished (emails, invoices, marking the project Won) do not run again.

Mark as Complete records a contract once. Clicking the confirm button twice, or confirming from a second tab, does not complete it a second time.

Common Signee Scenarios​

Single Homeowner​

  • Client signee: Primary contact only
  • Company signee: Sales representative
  • Simplest signature flow

Married Couple​

  • Client signees: Both spouses as primary and secondary contacts
  • Company signee: Sales representative
  • Both homeowners must sign before sales rep can counter-sign

Business Contract​

  • Client signee: Authorized company representative (owner, officer, or designated authority)
  • Company signees: Sales rep + manager (if required by dollar threshold)
  • Verify signee has authority to bind the business

Multiple Decision Makers​

  • Client signees: All partners or stakeholders
  • Company signee: Sales representative
  • Everyone receives individual links
  • Contract isn't complete until all signatures collected

Best practice: Confirm who needs to sign before sending. Adding signees after the initial send complicates the process and may require resending to everyone.