How to have a contract signed by accepting a quote

Attach a contract template to a quote. The customer reads it on the quote's page and signs it by accepting, at the price of the option they pick.

Updated 2026-10-25

One page, one signature: attach your service agreement to a quote, and when the customer accepts the quote with their typed name and "I agree", the agreement is signed too, e.g. Dana picks the Better package at $150 and the contract says $150.

Where

On a quote, the box Contract signed by accepting. It shows while Contracts is switched on and you have at least one contract template.

Steps

Save the agreement as a template in Contracts. Use {customer}, {business}, {date} and {amount} where they belong.
Open the quote and pick the template under Contract signed by accepting.
Send the quote as usual.
On the quote's page the customer sees the agreement under the quote. Before they choose an option, its price reads "the total of the option you choose".
To accept, they type their full name and tick "I agree". That signs the agreement.

What happens next

A completed contract is made with the exact text they signed, its fingerprint (SHA-256), the time, and where it was signed from. It is in Contracts like any other.
{amount} is what they accepted: the option they chose and any add-ons they ticked.
A signed copy for the customer waits in Reviews, as it does for any contract.
The quote's page links to the signed copy from then on.

Good to know

Accepting the quote in the app (for a customer who said yes by phone) does not sign the contract. Send it as an ordinary contract instead.
A template with {address} or a placeholder a quote cannot fill cannot be attached.

If it doesn't work

"The customer already signed the agreement with this quote." It is signed; it cannot be swapped afterwards.