Contracts

Generating a contract from a proposal

Contracts are available on Starter, Pro, and Advanced (not Free).

Prerequisites

  • Proposal is Approved
  • Client email is present
  • Your plan includes contracts
  • One contract per proposal (creating again opens the existing one)

Steps

  1. Open the approved proposal.
  2. Click Generate Contract.
  3. Docora creates a Draft contract and opens /dashboard/contracts/[id].
  4. Edit terms as needed, then Save changes.
  5. Click Send to client (or resend later). The client gets an email with /contract/{token}.

Statuses

StatusMeaning
DraftEditable, not yet with the client
SentAwaiting signature
SignedClient signed; contract locks

Signed contracts show an audit trail (name, time, IP). See E-signature and what it legally means.

This documentation is a living guide and may not cover every edge case yet. Features and labels can change as Docora evolves.

Still stuck? Contact us at support@docora.io.

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