Prepare agreements, collect signatures, and revise safely

Before you start

• Prepare terms suitable for your business. Flovuni supplies the editor and signing tools, not legal advice or a legally reviewed contract template.
• Link the required contacts to the project and check your business's client-facing information.

Step-by-step

1. 01

   Create the project's contract

   Open the Contract module in Overview and create the agreement. Give it a recognizable name. The module keeps the name, version, signing status, and actions compact; the Contracts page makes agreements across projects easy to find.

2. 02

   Format and review the content

   Type or paste your text, then use the rich-text controls for headings, font size, bold, and other available formatting. Add fillable fields and signature boxes where appropriate. Pasting can preserve supported formatting, but always review the result—complex Word or PDF layouts may not transfer exactly.

3. 03

   Share the signing view

   Open the contract's title to inspect the client signing URL, then share the private link with the intended people or provide it through the portal. Clients do not need workspace access to use the signing link.

4. 04

   Collect and review signatures

   The agreement supports your business signature and up to two client signatures. Check the saved signers and dates, not just the appearance of a signature field. Use the edit action for the internal editor rather than expecting the public signing view to be the editor.

5. 05

   Replace changed terms with a new version

   Amend the agreement through a new version. The previous version becomes void and the replacement requires fresh signatures. Clearly direct the client to the new version and keep the signing history available.

6. 06

   Keep a reference copy

   Use the internal or client-facing PDF action to download a copy. Review the version and status before using it. Void versions remain identifiable in the live view and current downloads; you cannot remove a copy someone previously saved on their device.

The version matters as much as the signature

A signature records agreement to a particular version's content. An amendment must not imply that an earlier signature accepted new terms. The client needs to be able to distinguish the current agreement from a void one.

• Review all required signatures before treating an agreement as fully signed.
• Use the Contracts list to sort by project date, contact, and signing state.
• Delete only when you have deliberately decided the record is not needed; retaining history may be important to your business.

Share the agreement—not the internal workspace

A signing URL grants access to the client-facing document. Treat it as private and send it only to the intended recipient. Do not put internal workflow notes, staff pricing, or another client's data into the contract text.

• Preview the signing page before sending it.
• Check business identity and client names.
• If a private link is no longer appropriate to share, review its access settings or generate a current link rather than publishing it.

See the pieces together

The client adds two hours after signing

A fictional wedding coverage agreement needs a material change.

1. 1
   Version 1

   Original terms have saved signatures and dates.

2. 2
   Version 2

   Revise the coverage and agreed terms in a replacement.

3. 3
   Void old version

   The original is visibly void rather than presented as current.

4. 4
   Sign again

   Both clients and the business sign the replacement terms.

This is a product walkthrough, not guidance on whether particular terms or signatures satisfy your legal obligations.

How it connects to the rest of your workspace

The same booking context carries through these tools. Follow a guide to see the next part of the process.

Common questions