Contracts & signing
Draft, send and sign contracts in one flow
Draft a photography or production contract from a reusable markdown template, send it for e-signature through the client portal, and watch the project move from quoted to booked the moment it's fully executed.
Free for 14 days · No credit card required
Draft
Every number pulled from the approved estimate
Write your contract once in a reusable markdown template, then let merge tags do the filling. Client details, project details and money fields drop in automatically from the estimate the client already approved, so the figures in the contract always match the figures they signed off on. No copy-paste, no reconciling two documents, no stale totals slipping through.
- Compose in a clean markdown template you control
- Merge tags fill client, project and money fields for you
- Figures always match the approved estimate
- Reuse the same template on the next job, no rebuild
Sign
E-signature inside the client portal
Send the contract for signature and it lands in the same client portal your client already uses. They read it in full, sign with a typed name, or decline if the terms need another pass. Once it's signed, they can download a signed-PDF snapshot, so they keep the executed document on hand for their own records.
- Clients read the full contract before they commit
- Sign with a typed name, right in the portal
- Declining is a first-class option, not a dead end
- Download a signed-PDF snapshot after execution
Execute
Full execution moves the project to booked
When the client has signed, you countersign as the owner or admin. On full execution, the project advances from quoted to booked on its own, so your pipeline reflects reality without a manual status change. Signing and project stage stay in lockstep, and nothing sits in limbo waiting for someone to remember to update it.
- Countersign as owner or admin to close the loop
- Project flips from quoted to booked on full execution
- Pipeline stage updates itself, no manual step
- One source of truth for what's actually booked
Reuse
A template library you build once
Build your contract templates a single time and reuse them on every job that follows. Reminders chase down contracts that are still unsigned, and versioning keeps a record of every revision so you always know which draft is the live one. The library grows with your studio, so each new project starts from something you've already refined.
- Reminders nudge clients on unsigned contracts
- Versioning tracks every revision of the document
- A reusable template library for repeat work
- Start each new contract from a proven baseline
Frequently asked questions
Clients sign through the client portal. They read the full contract, sign with a typed name, or decline if something needs to change. After it's signed they can download a signed-PDF snapshot for their records.
They come from the approved estimate. Merge tags fill client, project and money fields automatically, so the figures in the contract always match the estimate the client already approved. There's no manual copy-paste to keep in sync.
Once the client has signed, you countersign as the owner or admin. On full execution the project advances from quoted to booked automatically, keeping your pipeline in step with what's actually confirmed.
Yes. Declining is a built-in option in the portal, not a dead end. That gives you a clear signal to revise the terms and send an updated version rather than leaving the contract in limbo.
Yes. You draft in a reusable markdown template and build a template library once, then reuse it on every job. Versioning keeps a history of revisions, and reminders chase any contract that's still unsigned.
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Free for 14 days · No credit card required