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A clear yes, signed on the task

When you need a client to approve a design or confirm a decision, add a signature to the task. They read it in the portal, draw or type their signature, and the project moves on.

Get started Task actions docs

A signature or a contract

Both are task actions the client completes in the portal. Use a signature for a quick sign-off and a contract for the agreement itself.

Signature

Contract

Best for
Approving a design, a draft or a decision
The agreement that starts the work
What the client sees
The task, its files and a signature box
The full contract text from your template
How they sign
Draw, or type a name
Type their full legal name, or draw
Your side
Approve it if the task needs review
Countersign when the template asks for it
Afterwards
Recorded on the task’s activity
Locked, with a signed PDF for both sides
How contracts work

A signed task moves the project on

When every action on a task is done, the task completes on its own. Turn on Requires review and it waits for your approval first.

  • Combine a signature with a form or a file upload on the same task
  • Choose a reviewer, and only they can approve it or request changes
  • Request changes sends it back with your note, and the client signs again

Works with workflows

Contract signed runs for signature actions too. Point it at one task and the next step starts the moment the client signs.

All triggers and actions

Design approved, build begins

The signed homepage goes straight to the build: the task is assigned and the client hears what happens next.

Contract signedApprove the homepage design
  1. 1Assign task: Build the homepage to Maya Ortiz
  2. 2Send email to the client

Waiting on a signature

If the sign-off is still open a day after its due date, the client gets a reminder and the project lead hears about it.

Task due date1 day after
  1. 1Send email to the client
  2. 2Notify team member: Maya Ortiz

Questions

What is the difference between a signature and a contract?

A signature is a quick sign-off on a task: the client draws or types it. A contract is a full agreement from one of your templates, with smart fields, an optional countersign and a signed PDF.

Can a client sign on a phone?

Yes. They can draw with a finger in the signature box, or type their name and let Upclient fill in the signature.

What if the client needs to sign again?

Request changes on the task. It goes back to the client as Needs attention with your note, and they sign again.

Can a signature start a workflow?

Yes. The Contract signed trigger also runs when a client completes a signature action, and you can limit it to one task.

More of Upclient

All features

Ask for your next sign-off

Add a signature to the task that holds the work, and send the link.

Get started Read the docs