Sending a contract for e-signature

Sending a contract for e-signature is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Launch a reliable signature workflow with proper participant routing.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/p/cli/docs/e-sign.tsx
• pages/portal/contract/contract-templates-list.tsx

Execution workflow

1. Verify signer emails and signing order.
2. Enable reminders and expiration policy if required.
3. Send and monitor event timeline for opens/signatures/failures.
4. Escalate bounced invitations quickly.

Common failure points

• Incorrect signer email causing stalled signature cycle.

Handoff and follow-through

• Signed contract syncs to estimate and production readiness checks.