Contracts and signatures
Billow tracks your signature and your client's separately. Here's the flow.
Contracts are optional. The Include a contract toggle in the offer wizard is off on new offers, so an offer without one sends with no signature from anybody.
Turn it on and Billow tracks two signatures.
The two sides
State | Meaning |
|---|---|
Unsigned | Nobody has signed |
Signed by you | You signed, ready to send |
Signed by both | Your client accepted, the deal is on |
You always sign first. The offer won’t send until you do.
Signing your side
Use your template. Billow generates the contract from your settings, filling in the account, project, and your standard terms. Hit Edit & Sign Contract, enter your name and company, and it’s signed. Edit the wording first if this project needs different terms.
Set your standard terms once under Contract templates so this is mostly pre-filled.
Your client’s side
Your client doesn’t type a signature. Accepting the offer is the signature.
When they accept with their verification code, Billow records the acceptance and produces the signed contract PDF: your name and company on one side, their main contact’s name and the acceptance date on the other.
Changing a signed contract
Invalidate unsigns it. Useful when terms change after you’ve signed, or after you’ve sent.
It’s more than an undo, so read this before clicking:
Invalidating clears both signatures, kills the share link your client has, releases the offer number, and pulls the project back to Draft.
Send again afterwards and your client gets a new link, a new code, and a new offer number.
Once the project is active
The contract is locked, and the Include a contract toggle greys out with “Can’t be changed once the project is active.”
It’s the document your client agreed to, so it stays as they saw it.
