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Contracts
Email to CC on all contracts:
1️⃣ Create and Send a Contract
Send a
@Sample Service Agreement
Taylor Morgan
Send contract
Send contract with mfa via email
Send a
@Sample Consulting Agreement
Jordan Lee
Send contract
Send contract (but do not track in Contracts table)
right click to view formula
2️⃣ Sent Contracts
Refresh Contracts
Name
Signer
Status
Event Log
Contract
Name
Signer
Status
Event Log
Contract
A E-commerce Platform Setup contract for Charlie Schmidt
Charlie Schmidt
sent
Charlie Schmidt
email_contract_sent @ 4/18/2025 7:05:00 PM
A E-commerce Platform Setup contract for Charlie Schmidt
A IT Infrastructure Overhaul contract for Sydney Park
Sydney Park
sent
Sydney Park
email_contract_sent @ 4/18/2025 7:05:27 PM
contract_viewed @ 4/18/2025 7:06:12 PM
A IT Infrastructure Overhaul contract for Sydney Park
A Brand Strategy Consulting contract for Alex Pacheco
Alex Pacheco
sent
Alex Pacheco
email_contract_sent @ 4/18/2025 7:05:52 PM
A Brand Strategy Consulting contract for Alex Pacheco
A IT Infrastructure Overhaul contract for Sydney Park
Sydney Park
sent
Sydney Park
email_contract_sent @ 4/28/2025 8:53:41 AM
A IT Infrastructure Overhaul contract for Sydney Park
A Brand Strategy Consulting contract for Alex Pacheco
Alex Pacheco
sent
Alex Pacheco
email_contract_sent @ 11/25/2025 4:47:35 PM
A Brand Strategy Consulting contract for Alex Pacheco
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