Overview
Contracts in Wedy Pro are Smart Documents — professionally formatted, fully branded agreements that clients can review and e-sign directly from their inbox. No third-party tools, no chasing paper signatures. Once signed, you'll have a secure, timestamped record linked directly to the client's Project.
A contract document is built around a contract page for your terms and signature fields. You can also add invoice and payment pages to the same document if you want clients to sign and pay in a single, unified flow. For a standalone service agreement, the contract page alone is all you need.
Time to complete: 10–20 minutes.
Before you begin
Three things must be in place before you can send a contract:
Connected email account — All documents are sent from your own business email address. If you haven't connected your email yet, go to Account > Integrations to set it up.
Payment account set up — Required before sending any Smart Document. Navigate to Payments in the sidebar to complete setup if prompted.
A project with at least one lead — Contracts are tied to Projects. Your client must be added as a lead on the associated project before you can send.
How to create a contract
In the sidebar under CRM, click Documents then select Contracts.
Click Create Contract in the top-right corner of the page.
A template selection modal opens. Choose a starting template or begin from scratch.
Select the Project you want to associate this contract with. This links the contract to the correct client and keeps all documents organized in one place.
The Smart Document editor opens and your contract is ready to build.
How to build your contract in the editor
The editor uses a three-panel layout: a Pages panel on the left, a visual canvas in the center, and a Settings panel on the right. All changes save automatically in real time — you'll see All changes saved in the header as you work.
Rename the document — Click the document title in the header to edit it inline. Use a clear name your client will recognize, such as "Photography Services Agreement — Sarah & James."
Write your contract terms — Click on the contract page in the canvas to start editing. Add your service terms, deliverables, cancellation policy, and any other clauses. You can use AI assistance within the editor to help draft or refine your contract language.
Add signature fields — Insert a signature section so your client can sign directly in the document. You can also add a vendor signature field if you want to counter-sign as well.
Apply your branding — Open the Themes tab in the right panel to customize colors and fonts. Your company theme is pre-loaded — apply it in one click to keep the document on-brand.
Rename pages — Click any page title in the left panel to rename it. Clear page titles help clients navigate multi-page documents.
Preview your contract
Before sending, preview the contract as your client will see it. Click Preview in the top-right corner of the editor. Use the navigation arrows to move between pages. When you're satisfied, click Exit Preview to return to the editor.
How to send your contract
Click the Send button in the top-right corner of the editor.
Wedy Pro runs prerequisite checks first. If your email isn't connected, payment setup is incomplete, or no leads are on the project, you'll be prompted to resolve each issue before continuing.
Once all checks pass, an email compose dialog appears with a pre-filled subject line, message body, and a View Contract call-to-action button. You can edit the subject and body before sending.
Click Send in the dialog. The contract is dispatched from your connected email account. The contract status changes from Drafts to Sent.
How your client receives and signs the contract
Your client receives the email from your address — not a generic platform address. They click View Contract, verify their identity with a one-time code sent to their email, and are taken directly to the document. They can read every page, e-sign, and submit from their browser — no account or app needed.
Once signed, the contract status advances automatically. If the document also includes an invoice or payment page, the client can complete payment in the same session.
Track and manage your contract after sending
Click on any contract from the Contracts list to open the File Summary view. This shows you:
Status — whether the contract is Sent, Viewed, In Progress, or Completed, with timestamps and expiration details
Shared with — the list of recipients, with the option to toggle each person's access on or off or generate a share link
Action summary — a per-page breakdown showing which signatures have been collected
Use the status tabs at the top of the Contracts page to filter all contracts by stage at a glance.
Update a sent contract
If you need to make changes after sending, open the contract and make your edits. When you click Send again:
For minor changes (small text edits that don't affect the agreement terms): an Update document? dialog appears. Click Notify Changes to email the client, or Send Without Notifying to publish silently.
For material changes (anything altering contract terms or amounts): clients must re-approve before their previous signature remains valid.
Save your contract as a template
Once you have a contract you're happy with, save it for future use. Open the Documents tab in the right panel and select Save as Template. Enter a title and the template will be available under Templates > Documents the next time you create a contract.
Tips
Use descriptive document titles that include the client name and event date — this makes contracts easy to find as your business grows.
Set an expiration date on your contract so clients have a clear deadline to sign. Open the Documents tab in the right panel to configure expiration type (absolute date, or relative to when the contract was sent or first viewed), duration, and a custom expiry message shown to the client.
Duplicate any contract to reuse it for a similar engagement. Open the document's action menu and select Duplicate, then choose the target project.
Send the contract immediately after a verbal agreement — the sooner a client signs, the more protected both parties are.
Frequently asked questions
Can I add a payment to my contract?
Yes. You can add an invoice page and a payment page to the same contract document, letting clients sign and pay a retainer in a single step.
Can I sign the contract as the vendor?
Yes. Add a vendor signature field to the contract page so both parties sign the same document. Your counter-signature can be added from the document's response view after the client signs.
What happens if a client doesn't sign before the expiration date?
The document moves to Expired status and clients see an expiry notice when they try to access it. You can resend with an updated expiration or create a new version.
Can I send a contract to multiple clients on the same project?
Contracts are associated with a project. In the Shared with section of the File Summary, you can manage which recipients have active access to the document.
Can I automate what happens after a client signs?
Yes. In Automations, you can build workflows that trigger when a contract is signed — such as sending a welcome email, creating a task, or moving the project to the next stage. See Create an Automation for a step-by-step guide.
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