16 articles
Contracts and eSigning Help
Configure templates, prepare recipients, collect signatures, send reminders, and track execution.
Quick reference
4The 60-second eSigning model
Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF
Read articleStatuses and recipient roles
The customer-facing contract flow commonly appears as:
Read articlePermissions, package, and availability
The source Commitment and Change Order tools require the Financial package. Preparing and administering eSigning uses financial write access. Executed source records can additionally require Edit after executed permission.
Read articleTroubleshooting contracts and eSigning
Step 1 requires:
Read articleSetup and preparation
5Understanding contract records and eSigning
Constructable connects a financial source record to a controlled PDF approval and signature process.
Read articleConfiguring document-signing settings and templates
Before sending contracts, review Organization Settings:
Read articlePreparing contract documents and recipients
The flow requires exactly the two signing positions shown by the organization signing order. The same person cannot fill both positions.
Read articleUnderstanding approvers, signers, and copy recipients
Only add an approver when an explicit pre-signature decision is required. Do not use Copy Recipients as a substitute for signers, and do not assign the same user to conflicting roles.
Read articlePlacing fields, previewing, and sending
At least one field is required. Previewing does not send the contract. After sending, the source record's status is managed by eSigning.
Read articleApproval and execution
4Approving, signing, or rejecting a contract
Approvers can approve or reject. A rejection records the rejected state and reason when provided, stops the contract, returns the source record to Draft, and notifies the preparer. Signers act in order; the next signer cannot complete fields early.
Read articleTracking contract status and reminders
Open the source Commitment or Change Order and review Contract Status. It shows approvers, signers, copy recipients, and per-recipient progress such as Pending, Viewed, Approved, Signed, or Rejected.
Read articleCompleting and retrieving the signed document
After all required approvals and signatures:
Read articleCancelling eSigning and revising a contract
From Contract Status, select Actions → Cancel eSigning. Confirm Yes, Cancel.
Read articleConnected contract work
3Managing contract attachments and insurance requests
The Commitment's Contract Document is separate from the eSigning Contract Documents prepared in the three-step flow. Verify which file is being sent.
Read articleUsing contracts and eSigning on mobile
Recipients can open signing requests and complete assigned actions on mobile. Source records and status panels also use compact layouts.
Read articleWorking with financial contract records
Use Constructable Financials Help Articles for:
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