Using eSignature with Contracts

The eSignature integration in Squava makes it easy to manage contracts and send them out for signature without leaving your workflow. With eSignature built into the Squava experience, your team can manage and track contracts in Squava while completing the document and signing process through the integrated eSignature provider.

This helps reduce manual steps, improve visibility into contract status, and keep your contract workflow connected from creation through signature.
 

Step-by-Step Guide: 

1. Access Contracts:

   To get started, navigate to Menu → Clients & Projects → Contracts.
   
   This is where you can manage contracts and agreements with clients and vendors, as well as view the status of each contract throughout its lifecycle.
   
   From this page, you can create new contracts, manage existing ones, and send contracts out for signature as part of your workflow in Squava.
    

   
    

2. Get Started with eSignature:

   The eSignature integration allows your team to work with contracts more efficiently by keeping the signing process connected to Squava. You can access eSignature from the Integrations page or directly while working with contracts. When you create your first contract, Squava will guide you through getting set up so you can send it for signature.

   This allows you to:

   • Get set up quickly without leaving your workflow
   • Move directly from creating a contract to sending it for signature
   • Keep the signing process connected to your contract management

   This approach keeps everything simple and ensures eSignature is ready when you need it.
    

   
   
   
   
   
   
   
    

3. Use eSignature with Contracts:

   Once eSignature is set up, it becomes a seamless part of your contract workflow in Squava.
   
   With eSignature in Squava, your team can:

   • Manage contracts within Squava
   • Reduce manual handoffs between systems
   • Keep the contract workflow more organized and connected
   • Improve efficiency from contract creation through signing

   This allows your team to handle contract execution in a more streamlined way while continuing to work inside Squava.

   
    

4. Track Contract Status:

   After a contract is sent for signature, Squava helps you stay informed by showing contract progress and status as part of your workflow.
   
   This makes it easier to:

   • See whether a contract is still in draft
   • Know when a contract has been sent out for signature
   • Monitor progress as contracts move toward completion
   • Maintain visibility into the status of important agreements

   For more details on managing contracts in Squava, see the Manage Contracts article.
   
   
    

   By combining contract management in Squava with eSignature functionality, your team can move faster while keeping everything more organized and visible.

SUCCESS!!! 

You now know how to access contracts, get started with eSignature during contract creation, use it throughout your workflow, and track contract status. This helps your team manage agreements more efficiently and complete the signature process with less manual work.