Brand new contract in hand, you’re feeling empowered and confident in protecting your business. But how do you actually send that contract to your clients? What's the best way and most secure way for them to sign? The truth is, it depends! There are lots of options out there such as online client management systems, programs such as docusign, and the good old fashioned way, paper. In this post, I’m sharing how to upload your template contract into the most popular CRMs among TLP contract purchasers: Dubsado! That way, you’ll know exactly how to send your contract to the next client that pops in your inbox.
By far the most popular way most small business owners manage and send their contracts are through systems called client management systems or CRMs. These programs, such as Dubsado, Honeybook, 17 Hats, Sprout Studio, Tave, Aisle Planner, Studio Ninja, Pixifi, etc., allow you to securely send your contracts to clients for them to sign electronically and help you keep multiple client contracts in one place.
To add your contract into Dubsado you will go to “form” then create a new contract using the plus symbol.
In a new form there will be boxes which will allow you to either type or paste an existing contract into the program. This way you can edit your contracts every time you send them to clients to make sure they are up to date with the most accurate information for you and your clients. *Make sure to add electronic signature lines at the bottom of your contract!
To send a contract to your client you go to the clients project and the contract section on the left. From there you click add contract and scroll down to the contract you wish to add. When you add a form you can edit it for just that specific client.
When it comes to sending contracts to your clients you absolutely have options. But sending via Dubsado is an easy and secure way to make sure your contracts are getting to your clients. Take time to explore programs with a free trial, test it out and see if you like this CRM system!
THIS BLOG POST IS NOT A SUBSTITUTE FOR LEGAL ADVICE. EVERY SITUATION IS DIFFERENT & IS FACT-SPECIFIC. A proper legal analysis is necessary based on your location and contract. Consult an attorney in your home state for advice regarding your contract or specific legal situation.