CRM & Sales

How to Send a Contract with Electronic Signature

April 30, 2026 4 min read5 steps

Contracts are where most booth projects either accelerate or stall. Exphora removes the chase by generating a contract directly from the accepted proposal and managing the dual-sign flow inside the same client portal — no DocuSign, no PDF round-trips.

What's in the auto-drafted contract

Sending the contract

  1. 1

    Open the accepted proposal

    Go to Proposals, find the accepted one, and click Generate Contract. A draft opens with all specs and price terms inherited from the proposal.

  2. 2

    Review and customize clauses

    Edit any clause in-line. You can swap your standard template, add an addendum, or attach extra files (insurance, GC permits).

  3. 3

    Add signatories

    Set who signs from your side and who signs on the client side. Multiple signatories per side are supported (e.g. legal + project lead).

  4. 4

    Send via branded portal

    Click Send. The client opens your branded portal, reviews the contract, and signs by drawing or typing their name. Both sides receive a signed PDF copy.

  5. 5

    Track and archive

    The contract status updates in real time (sent / opened / signed). Once fully signed, Exphora stores the PDF plus the audit trail under the project record.

Frequently asked questions

People also ask

Are Exphora electronic signatures legally binding?
Yes. They comply with eIDAS (EU), ESIGN (US), and equivalent regulations in the UK, Turkey, UAE, and Saudi Arabia. Each signature carries a tamper-evident audit trail.
Can I use my own contract template?
Yes. Upload a Word or Markdown template with placeholders for client, specs, and price; Exphora fills it from the proposal data.
What happens if the client edits the contract before signing?
Clients cannot edit the document directly — they request changes through the portal, which routes back to your CRM as a comment. You make the edit and re-send.
Does the audit trail include IP and geolocation?
Yes. Each signature event records timestamp, IP address, approximate location, and browser fingerprint, exported with the signed PDF.
Can I countersign before the client signs?
Yes. Set the signing order to Sequential and put your side first, or pick Parallel to let either party sign first.

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