ProPortalBusiness logoProPortalBusiness
Contracts

Contracts and e-signatures on the customer record

A signed contract is only useful if you can find it. ProPortalBusiness stores contracts on the customer record, so the agreement sits next to the work it covers and the invoices raised against it.

Start FreeSee pricing

Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.

Sign online, store in context

Send a contract to the customer, let them sign it in their portal, and the signed document stays on their record with a timestamped history entry.

  • E-signature capture with a recorded signing history
  • Signed documents stored on the customer record
  • Visible from the client portal for the customer

Fewer tools to maintain

Most small businesses pay for a separate e-signature product used a handful of times a month. Here it is part of the same workspace as the customer, the job and the invoice.

Common questions

Where are signed contracts stored?
In secure storage tied to your account and linked to the customer record they belong to.
Can the customer sign without an account?
Contracts are signed through the client portal access you grant to that customer.