---
title: "Contracts · Upclient"
description: "Write each agreement once as a template with fields that fill in from the project. Attach it to a task, the client signs it in your portal, you countersign, and both sides keep the signed PDF."
url: https://upclient.app/features/contracts
---

# Agreements signed in the portal, not in an inbox

Write each agreement once as a template with fields that fill in from the project. Attach it to a task, the client signs it in your portal, you countersign, and both sides keep the signed PDF.

[Get started](http://app.localhost:4400/signup) [Contracts docs](https://upclient.app/docs/contracts)

## Write it once, with fields that fill themselves in

A template holds the title, the contract text and whether your team must countersign. Smart fields pull in the client, company, project and dates when you send it.

- Each task gets its own copy, so editing the template never changes a contract you already sent
- Smart fields are fixed when the first client signs, so every signer sees the same text
- Duplicate a template to start the next one, archive it when you retire it

## Always clear where a contract stands

Your team sees each status on the task. Clients see who signed and when, and whether you still need to countersign.

1. Sent01

    On a task and waiting for the client.

2. Viewed02

    The client opened it in the portal. Your team is told the first time.

3. Signed03

    The client signed. Without a countersign, it is fully executed.

4. Countersigned04

    Both sides have signed. The text is locked and the PDF is ready.

5. Voided—

    Cancelled, with an optional reason. Signature records are kept.

- ### Edit before it is executed

    Change the text while it waits for signatures. If someone already signed, saving clears their signature and they sign the new version.

- ### Locked once both sides sign

    A fully executed contract cannot be edited, voided or removed from its task. The signed PDF includes the text, signatures and signing details.

- ### The PDF comes to you

    Emails about a fully executed contract carry the signed PDF, and both sides can download it at any time.

## What your client sees

The contract appears on a task in their portal. They read it, type their full legal name or draw a signature, agree to sign electronically, and click Sign.

- After signing they see who signed and when
- If you still need to countersign, the task says so, and they are told when you have
- Once both sides have signed, the task shows Contract fully executed and a Download PDF button

## Works with workflows

Contract signed fires once the contract is fully signed: after your countersign when the template asks for one.

[All triggers and actions](https://upclient.app/workflows)

### Welcome after signing

The signed agreement starts the project: a welcome email with next steps, the questionnaire opens and the project lead hears about it.

Contract signedService agreement

1. 1Send email to the client

2. 2Set task status: Kickoff questionnaire to Active

3. 3Notify team member: Maya Ortiz

### Still unsigned

If the agreement task has been waiting for three days, the client gets a friendly reminder.

Task status elapsed3 days in Active

1. 1Send email to the client

## Questions

Who on my team can send, countersign or void a contract?

Workspace Owners and Admins. Members can follow the project’s tasks, but cannot send, countersign or void a contract.

What does Upclient record when a client signs?

The time, IP address and browser, and a fingerprint of the exact text that was signed. You can see these in the audit details for each signature.

If I update a template, do contracts I already sent change?

No. Adding a template to a task makes that project’s own copy. Later changes to the template only affect contracts you send afterwards.

Do I always have to countersign?

Only when the template has Require countersign turned on. Otherwise the contract is fully executed as soon as the client signs.

What if I sent the wrong contract?

Void it, optionally with a reason, then add the right template to the task. The client sees that the first one was voided.

## More of Upclient

[All features](https://upclient.app/features)

- [FormsIntake questionnaires with conditional questions](https://upclient.app/features/forms)
- [E-signaturesA drawn or typed sign-off on any task](https://upclient.app/features/e-signatures)
- [File uploadsAsk for files and keep them with the project](https://upclient.app/features/file-uploads)
- [EmbedsBooking calendars and videos inside a task](https://upclient.app/features/embeds)
- [Portal pagesWelcome notes, briefs and timelines](https://upclient.app/features/portal-pages)
- [MessagesProject threads with internal replies](https://upclient.app/features/messages)
- [Notifications and remindersYour team hears, clients get reminded](https://upclient.app/features/notifications)
- [Review and approveApprove client work or send it back](https://upclient.app/features/review)
- [BrandingYour logo, colour, header and layout](https://upclient.app/features/branding)

## Put your agreement on a task

Paste your current contract into a template and add the smart fields.

[Get started](http://app.localhost:4400/signup) [Read the docs](https://upclient.app/docs)