Send a contract for signing

Send a document template to a client and they sign it from their own inbox — no printing, scanning or Coachstra account needed on their side.

1. Open Contracts & Signing and find Send a contract.

2. Choose a Contract template — this list only shows document templates you've marked as a contract and set to active.

3. Choose the Client to send it to.

4. If the client has a paid package, you can optionally Link a paid package so its name and price fill into the contract automatically.

5. Check the preview. If any merge fields are unresolved, sending is blocked until you fill in the missing client or package details.

6. Select Preview looks right — send for signature. The client gets a signing link by email.

The contract appears in the All contracts table with a status of Sent or Awaiting signature. From there you can select Remind to nudge the client (once every 24 hours), or Void a contract that hasn't been signed yet. Once signed, its status changes to Signed, a Download link appears for the signed PDF, and an Audit trail shows exactly who signed, when, from what IP address, and when they consented to signing electronically.