What is it?
Contracts is the module where you draft a service agreement, have it signed and archive it, next to your quotes and invoices.
Create a contract and have it signed online, hassle-free
Clients & sales
Draft a service agreement, send your client a link to sign and keep the signed contract as a PDF. Then start the invoice or project with one click.
Start free, no credit card needed.
Who is it for?
For freelancers who put the agreement with a client in writing before they start and do not want to juggle Word files and loose emails.
What problem does it solve?
A contract in a separate document, a signature by email and then the same client details typed into your invoice: it costs time and leaves gaps. In SmartWerk the contract carries on into your invoice and project.
What you get
01
Start from a template
Pick a built-in template or start from an accepted quote; the client and price are already filled in.
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Your client signs without an account
Your client opens a link, reads the contract and adds a signature. A SmartWerk account is not needed.
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Signed contract as a PDF
Once both parties have signed, a locked PDF is archived that your client can download again later.
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On to invoice or project
From the signed contract you start an invoice or a project with one click, with the client details already filled in.
Start for freeHow it works in SmartWerk
Create the contract
Choose a client and a template, or start from a quote. Fill in the assignment, rate, term and conditions; your business details come from your profile.
Sign it yourself
Add your own signature to the contract and save it.
Send the link to your client
Email the contract or copy the link. Your client reads and signs online.
Follow up and archive
You see whether the link was opened and when it was signed. The signed contract is kept as a PDF.
Part of one workflow
SmartWerk follows a job from client to bookkeeper. The highlighted step is this page.
What you can do
A contract sits between the quote and the work: it starts from a client or quote and continues into a project and the invoice.
Built-in templates
Begin with a service agreement template and adapt the text to your assignment.
Sign digitally via a link
Both parties sign online; the signatures appear on the signed contract.
Archived PDF
After signing, a PDF of the signed contract is stored, and your client can download it through the link too.
Status at a glance
See per contract whether it was sent, opened or signed. A client who has not signed yet gets a reminder after a few days.
From quote to invoice or project
Start an accepted quote as a contract; from the contract you open an invoice or a project.
Connected to other tools
Frequently asked questions
Does my client have to create an account to sign?
No. Your client opens the link you send, reads the contract and signs online.
What happens to the signed contract?
After both parties have signed, a PDF is archived. Your client can download it again later through the same link.
Can I create a contract from a quote?
Yes. You start an accepted quote as a contract, pre-filled with the client details and the price from the quote.
Can I create an invoice from a contract?
Yes. From the contract you open an invoice or start a project, with the client and rate already filled in.
Is a digital signature valid?
An electronic signature can be legally valid in the EU for many agreements. Whether that applies to your case depends on the contract; ask an adviser if in doubt.
Try it with your own data
Create a free account and start with one client. Upgrading can wait until you really need a feature.