The contracts section provides access to customer-visible contracts linked to your account. Your contact needs the relevant contract permission.
Open the contract, read its content, and check the parties, dates, and status. Use the available PDF action to review or retain the document. If you have questions, use the available discussion/comment controls or contact the business before signing.
If the contract is eligible for signing, open the signing form, enter the requested first name, last name, and email, and provide your signature. Submit only after you have reviewed the agreement and intend to accept it.
Wait for confirmation and reload the contract to verify the updated state. If the connection fails during submission, check whether the contract was signed before attempting another submission.
Customer access does not provide unrestricted editing of contract text or terms. Signing availability depends on the backend’s rules and the current document state.
If a contract or signing control is unavailable, ask the CRM administrator to check ownership, visibility, and permissions. Do not try to expose an unavailable signing action by modifying the app UI.
For integrations, the documented signature payload is base64 PNG data without a data-URL prefix. Preserve that contract if customizing the signing form.