If you choose to sign your contract (this is an optional feature), your RPC contract workflow will prompt your client(s) to complete and sign their fields followed by you - the business owner (or representative).
A contract is considered complete once all required signatures, including any necessary countersignatures, have been obtained. If the countersignature is required but not yet added, the contract remains incomplete.
How to send a contract with a countersignature
1. Select "+ Contract"
2. Enter your client signer(s). For information about multiple client signers, click here.
3. Select yourself or a team member to countersign the contract. Note: any member of your team members is able to countersign. For more information about inviting team members, click here.
4. Assign fields to your client(s) and to the countersigner. In this example, there are two client signers and one countersigner, "Kelly Planner." You can tell which person a field is assigned to by the field's color.
5. Once you have assigned the desired fields to your client signers and yourself, click "Send for signature". The contract will be sent when you click this button and you will interact with your fields after your client has completed theirs.
7. Your client(s) will receive an email notifying them that they received a contract to view and sign.
8. The contract status will initially show as "Sent". Then, the status updates to "Awaiting Signers" after at least 1 signature is received and will stay that way until all signatures (including the countersigner) are completed.
A contract is marked as 'Complete' only after all required parties, including any designated countersigner, have signed it.
9. Once client signature(s) are completed, you will receive an email notification and be able to countersign.
10. After you sign, the contract status will update to "Complete". It is important to note that once a contract is marked as "Complete," it cannot be voided. However, contracts awaiting a countersignature can still be voided if needed.
Troubleshooting Countersigning Issues
If countersigning problems occur even after your client has signed, consider the following steps:
Verify the countersigner assignment during the contract setup phase.
Confirm that you or an appropriate team member is designated as the countersigner. If not, update the assignment in contract settings or log in as the assigned user to complete the signature. By addressing these common issues, you can ensure the countersigning process proceeds smoothly.