Contracts and E-Signatures

Taskyy Contracts helps contractors generate clear agreements, request signatures, and keep legal records connected to quotes and invoices.

What This Feature Does

• Create contract documents from your job details.
• Send contracts for e-signature.
• Track status from draft to signed.
• Keep signed agreements linked to the client and project.

When To Use It

• After quote approval.
• Before scheduling major work.
• When scope, payment terms, or warranty terms must be documented.

Contract Workflow

1. Open Contracts plugin.
2. Create a new contract from scratch or from a quote.
3. Add client details, scope, timeline, and payment terms.
4. Review legal language and save draft.
5. Send for signature.
6. Track signature status and completion date.

Best Practices

• Keep scope and exclusions specific.
• Include change-order terms.
• Add milestone payment schedule for larger jobs.
• Confirm signer identity before marking work as approved.

Common Issues And Fixes

Client Did Not Receive Contract

• Verify email address.
• Resend from contract detail screen.
• Ask client to check spam/junk folders.

Signed But Not Linked To Invoice

• Open the signed contract and confirm the related quote/invoice links.
• Re-link records if contract was created manually.

SEO Context

Relevant terms for this page include contractor management software and construction proposal software when discussing agreement workflows.

Related Docs

• Quotes and Estimates: /docs/plugin-quotes
• Invoicing and Payments: /docs/core-invoices

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Last updated: 2026-07-15