How to Attach the Contract as a PDF in an Email

You can send a contract as a PDF attachment instead of (or alongside) the online signing link.
• Generate a PDF contract from the order's "Documents" tab.
• Send the contract for signature.
• A signed copy is emailed to the customer automatically after signing.

Some customers want the contract in hand as a file rather than a sign-online link. Rentopian can generate the contract as a PDF and send it, and it emails a signed copy once the customer completes the signature.

1. Open the order on the "Order View" screen.
2. Go to the "Documents" tab and scroll to the contracts list.
3. Click the blue "Add Contract" button.
4. Choose a contract template and preview it.
5. Choose "Generate a PDF" to create the file, or "Generate and Send" to email it to the client.
6. Click the green "Submit" button.
7. Once the contract is generated, you can also select the contract and then click the blue "Send for signature" button.

Result: The contract is produced as a PDF and (if sent) delivered to the customer.

When a customer signs, a signed copy is emailed to them automatically.

You can also open the order's "Documents" tab to view or re-send the signed version.

1. Open the transaction you'd like to send the contract for.
2. Click on the "Documents" tab
3. Select the contract you'd like to send
4. Click the blue "Email" button and choose the contact you'd like to receive the copy.

Find out more about contract management.

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