Features
Retainers and e-signature in one workflow
Write each contract template once per language you serve, and send it for signature without leaving the file.
Start 30-day trialTemplates that fill themselves
Insert variables for client, booking, and form details where they belong, and each contract is filled in for you.
Sent when a client books
Attach a contract to a service and it is emailed for signature when a client books.
Or send one any time
To send a contract without a booking, such as a retainer, open Contracts and send it to anyone by email. Each signer gets a personal link.
Countersign your way
The client signs first. You then countersign by hand, or turn on auto-sign to apply your saved signature.
Filed where it belongs
Linking the contract to a file fills in the file’s details and files the signed copy with its documents. A retainer on a file keeps the client’s portal locked until they sign.
Common questions
Can I use different languages?
Yes. Write each template once per language you serve.
Do I need a separate e-signature subscription?
No. Contracts and electronic signing are part of Dossierly.
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