Contracts and e-signature

How the contract is built

QuoteAI ships one residential/small-commercial services agreement with province-specific clauses for Ontario, British Columbia, Alberta and Québec, plus a generic Canadian version for everywhere else. The template is merged with your quote: scope from the line items, price and payment schedule, your business details and licence number, the customer's name and address. Clauses that depend on the province — the statutory cancellation notice for contracts signed at the customer's home, the construction-lien holdback, workers'-compensation coverage — are inserted automatically. In Québec the contract is issued in French; English only if the customer expressly asks for it, which QuoteAI records.

You can also upload your own template with {{variables}} such as {{clientName}} or {{total}} if you already have wording your lawyer approved.

Review and send

1. Open Contracts. A draft appears the moment a quote is accepted (or click New contract from an accepted quote).
2. Read every section. Edit the scope, dates, schedule or any clause. Toggle the holdback on or off and set its percentage — the clause text adapts.
3. Click Send for signature. The customer receives an email with a personal signing link. If the quote had no email on file, you will be asked for one and it is saved to the client record.
4. Reminders go out automatically after 3, 7 and 14 days while the contract is unsigned.

How the customer signs

1. They open the link and read the contract in full.
2. They request a 6-digit code, which is emailed to the address you sent the contract to — this is how QuoteAI verifies who is signing.
3. They type their full name, tick the consent statement and sign. They can also decline with a reason, which you see immediately.
4. You countersign from the contract page. Once both signatures are in, the final PDF and an audit certificate (names, emails, timestamps, IP addresses, SHA-256 hashes of the unsigned and signed documents) are generated, stored and emailed to both parties.

What happens next

A signed contract automatically sets up the job (milestones, schedule, cost budget) and drafts the deposit invoice. You get one notification — "Review job setup" — and confirm everything with a click. Signed contracts are never deleted: archiving a job keeps them, because they are financial records you must keep for seven years.