Contract lifecycle
Draft, ready, sent, viewed, signed, rejected, expired or void - always visible on the job.
LevelUpContracts and eSign
Generate contracts from the job. Collect signatures online.
Draft, send, view and sign contracts on the job. Customer eSign via secure links within the Sales Build handover flow.
Customer eSign
Customers sign through a branded link without printing and scanning.
Unsigned reminders
Scheduled checks and automations can chase contracts that stay unsigned.
Tied to Sales Build
Contracts often follow job finalisation on packaged work with clear handover steps.
In context
High-value work often needs signed terms before or during delivery. LevelUp tracks contract status on the job, sends customer eSign links and pairs with automations when signatures stall.
Why it matters
Why teams rely on Contracts and eSign
Status at a glance
Draft, sent, viewed and signed are always visible on the job.
Customer eSign
Clients sign online without printing or scanning.
Chase when stuck
Reminders and automations nudge unsigned contracts.
What's included
What you get with Contracts and eSign
- Contract generation from jobs
- Customer eSign links
- Status tracking on job record
- Unsigned reminder automations
- Sales Build handover integration
- Audit log of sends and signatures
Built for
Who uses this day to day
Office administrators
Sales teams
Legal and compliance
Project managers
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Generate contract
Create from the job or Sales Build handover step.
Send to customer
Customer receives a secure link to review and sign.
Track progress
Office monitors viewed and signed status on the job.
Proceed with confidence
Site work follows your rules for signed terms.
Do not start site work blind
Company rules can require a signed contract before high-value jobs begin. Office monitors viewed and signed status and follows up when customers stall.
Contract lifecycle on the job
Every contract moves through defined states: draft, ready, sent, viewed, signed, or stopped. Office always knows where each job stands legally.
- Generate from accepted Sales Build work
- Send branded signing link to customer
- Track viewed and signed timestamps
- Void or reissue when scope changes
eSign your customers will use
Customers open a secure link, review terms and sign online. Signed copies stay with the job for office and audit reference.
Pair with automations
Scheduled checks can flag contracts that remain unsigned and trigger office notifications or customer chase emails when your process allows.
Outcomes
What changes when Contracts and eSign is part of your workflow
Faster signatures
Customers sign from email on any device.
Clear go-live rules
Know when site work can begin against signed terms.
Less paper chasing
Office monitors viewed and signed status centrally.
Related
Explore more of the platform.
See Contracts and eSign in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.