Contracts and digital signature

Overview of contracts in Notfy: contract templates, sending for digital signature through ZapSign, tracking and payment plans.

In Contracts you create contract templates, fill them in with the customer’s or prospect’s data, send them for digital signature through ZapSign and track who has already signed.

Available when the company’s plan includes digital signatures and there is an active ZapSign by Toura integration. Without this, contract templates and digital signatures do not appear in the menu.

​

When to use

• Send contracts, proposals and terms for online signature.
• Reuse the same contract text with variables, such as the customer’s name and CPF.
• Record the agreed payment method within the contract.

​

How it works

1. Set up ZapSign

   See Set up ZapSign.

2. Create a contract template

   See Contract templates.

3. Send for signature

   From the customer’s or prospect’s record. See Send contract for signature.

4. Track

   See Track signatures.

​

Where to find each thing

What	Where
Contract templates	Registrations → Templates → Contract Templates
PDF templates (look of orders, labels and reports)	Registrations → Templates → PDF Templates
General list of signatures	Registrations → Digital Signatures
Create signature request	Customer record (Digital Signatures tab) or prospect record (Signature Requests tab)
Signatures report	Reports → Report Center → Digital Signature Report

​

Related pages

Contract templates

Text, variables and preview.

Send for signature

Step-by-step wizard.

Payment plans

Payment terms in the contract.

Financial

Charges by bank slip, PIX and card.