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Get started with contract builder
Learn how to use, send, and manage a contract using contract builder in QuickBooks Online and Intuit Enterprise Suite.
Contract builder helps you streamline your contract signing process by letting you send a contract for e-signature directly within the product. No need to switch between apps.
Know its key features
Upload existing contracts: Upload an existing contract in PDF format (up to 25 MB, and up to 5 files per request).
Add e-signature fields: Add signature fields, date fields, and text fields for both your business and your recipients onto your uploaded PDF.
Multiple signers: Send one contract to up to 5 signers. By default everyone can sign at the same time, or you can set a signing order so they sign one after another.
Access code security: Optionally add an access code for each signer for extra security. If you do, each signer enters their own code to view and sign the document.
Email notifications and reminders: Send contracts via email with a custom message. Configure automated reminders and expiration settings to prompt recipients with pending signatures.
Customer signing experience: Each signer receives an email with a link to view and sign the contract. They can add their signature by typing in their name, which converts to a digital signature. This is always a required field.
Add initials: You and your customer or lead can initial each page of a contract. This helps make sure that you have both reviewed and agreed to the terms.
Contract management: Track each contract's status on the Contracts page, including how many signers have signed. Download signed contracts for your records with a full audit trail.
Create and send a contract
Create a contract and send it to your customer or lead using contract builder.
Step 1: Upload a contract
Go to All apps
, then Customer Hub, then Contracts (Take me there).Select Create contract.
Select Upload Documents.
Browse your files, then select the contract you want to send.
Note: The acceptable file format is PDF. You can upload up to 5 files per signature request. The maximum file size is 25 MB. You'll see a preview of the uploaded contract.Select Open.
Step 2: Add signers
Select a recipient: choose a customer or a lead.
To send the contract to more people, add up to 4 more signers. Only the first signer needs to be a customer or lead.
To have signers sign one after another, select Set Signing Order, then drag signers into the order you want. If you don't, everyone can sign at the same time.
Choose whether you'll sign. Signing yourself is optional:
To sign after everyone else, select I will sign last. You'll get an email when all other signers are done.
To sign first, don't select I will sign last. Add your own signature fields on the next page.
If you don't need to sign, don't select I will sign last and don't add your own fields.
(Optional) Set a 6-9 digit access code for each signer, or let the system auto-generate one.
Select Next.
Step 3: Add e-signature fields
Select either Signature, Signing date, or Text to add a field. Then, select the location where you want them to appear in the contract.
Note: Drag and resize fields as needed.To add your own e-signature fields, select the Add fields for ▼ dropdown, then select your name.
If you're signing now, select Signature, then enter your full legal name. QuickBooks generates a digital signature for you.
Select Sign.
Select Preview document or Next.
Step 4: Send the contract
Double-check your recipients' information.
Important: If you set access codes, send each signer their code in a separate email, text message, or other secure channel. To look up codes later, go to the Contracts list, then select Get access code from the contract's actions.Add a custom message for your recipients.
Set up automated reminders and expiration settings.
Select Send.
Review and sign the contract
Each signer receives an email with a link to the contract. If you didn't set a signing order, everyone gets it at the same time and can sign in any order. If you did, each person gets it only after the person before them has signed. Ask each signer to:
Open the email from the product.
Select Review. If you set an access code, they enter it to view the documents.
Select Verify, then select Get started.
Fill out the required fields, then select Next.
Add their signature by typing their full legal name. QuickBooks generates a digital signature for them.
Note: The signature date is automatically filled in based on when the customer signs.Select Sign, then select Send. Once sent, you'll receive an email notification.
Manage contracts
Manage all your contracts in one location.
Go to All apps
, then Customer Hub, then Contracts (Take me there).View the status of each contract. If a contract has more than one signer, the status shows how many have signed — for example, 2 out of 3 signers have signed. Select the status to see each signer's name and whether they've signed.
Download the signed PDF for your records. Each contract includes an electronic signature certificate which gives a full audit history of signers.
Troubleshoot issues with contract builder
If you can’t upload your contract, make sure it’s within the size limit (25 MB) and that you’re uploading a valid PDF file.
If you set an access code, your recipients get up to 3 attempts to enter it correctly. If they fail, the contract is locked for all signers. If this happens, you'll need to send a new e-signature request.
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