Contract

What this page is for:
 The signed agreement for one job. Staff review sections, add Project Comments, preview or export, then send for e-sign. Body copy is not edited here — that lives in Contract Templates. After the customer signs, the contract is locked (including Project Comments).

Where:
 Job → Sales → Contract (#contract)
 /portal/estimates/estimate-job-detail?estimate_id=…
 or Estimate → Contract (#contracts)
 /portal/estimates/estimate-detail?estimate_id=…#contracts

Card title: Contract (on the estimate, one card per job: Contract · {job id} · {work type}).

Steps:

1. Open the job or the estimate bundle.

2. Open Contract.

3. Confirm the template name at the top. If none match: No contract templates found. Please create one in Contract Templates.

4. Use Show all / Hide all to expand sections.

5. Edit Project Comments only if the contract is not signed, then Save.

6. Use header actions: Preview, Export PDF, Send eSign, Sign in App, or View Signed PDF.

On the job, the card header shows Signed (green) or the unsigned actions. On the estimate, unsigned jobs show Not signed yet. Hint on the job: Manage contract content in Settings.

Create ≠ this tab. Creating the contract PDF for Open jobs is Sales Desk → Contracts. Sending e-sign stays on this page.

Preview

What this page is for:
 On-screen look at the contract before export or e-sign. Does not send anything to the customer.

Where: Contract header → Preview

Steps:

1. Open Contract.

2. Click Preview.

3. Review the generated document, then close.

Export PDF

What this page is for:
 Download contract-{estimate_id}.pdf while the job is still unsigned. After sign, this button is replaced by View Signed PDF.

Where: Contract header → Export PDF (hidden once Signed)

Steps:

1. Open an unsigned Contract.

2. Click Export PDF.

3. Save the file from the browser download.

Send eSign

What this page is for:
 Email the homeowner a signing link. Needs the e-sign capability. Needs a contract template already matched to the job.

Where: Contract header → Send eSign (unsigned jobs only, if e-sign is on)

Steps:

1. Open an unsigned Contract.

2. Click Send eSign.

3. Modal e-Signature Request shows Please confirm customer name and address are correct, Proposal #, Job Address, Billing Address, Email, Sale Inspector.

4. Click Send Signature Request.

5. Success: E-signature request sent successfully.

If there is no template: This estimate has no contract template selected yet.

Sign in App

What this page is for:
 Open the same public e-sign page in a new tab so the customer (or staff with the customer) can sign on this device. No email is sent. Needs e-sign.

Where: Contract header → Sign in App (unsigned jobs only)

Steps:

1. Open an unsigned Contract.

2. Click Sign in App.

3. A new tab opens /p/cli/docs/e-sign?est=…. The job stays open behind it.

Same missing-template error as Send eSign.

View Signed PDF

What this page is for:
 Open the stored signed PDF after the customer has submitted. Stays available even if the company later turns e-sign off.

Where: Contract header → View Signed PDF (only when the job shows Signed)

Steps:

1. Open a signed Contract.

2. Click View Signed PDF.

3. Modal title: Signed Document.

Customer e-sign

What this page is for:
 Public page the homeowner uses. No staff login. Invalid or missing token: Contract not found or invalid link.

Where: Link from Send eSign or Sign in App
 /p/cli/docs/e-sign?est=…
 Browser title: {section} | E-Sign (or Contract | E-Sign)

Steps:

1. Open the link.

2. On the intro, confirm job details, then Next.

3. Walk each contract section. Click Click to Sign / Initial / Signature where required (Draw or Type).

4. Next through sections.

5. On the last section, Submit.

6. If already signed, the page shows the completed contract instead of asking again.