How to Send Contracts

Overview

CoachVantage allows you to send a contract to a client for electronic signature from two locations:

1. Contracts Page
2. An Individual Contact Record

Option #1: Contracts Page 🤝

If you send a contract from the Contracts page, you will complete these 4 steps: 

1. Select Document
2. Select Client
3. Edit Document
4. Preview and Send

To begin, select Contracts from the left-hand menu, then click Send Contract.

Step 1: Select Document

Choose one of the following options:

• Upload Document: Upload a contract from your device or Resource Library.

• Choose from Template: Select a contract template you previously created in CoachVantage.

If you click the Choose From Template button, you can select a template that you have already created.

Important: Contracts uploaded to CoachVantage must be PDF files. Microsoft Word documents (.doc or .docx) and other file types are not supported.

Enter a descriptive Document Title, then click Next.

Tip: Choose a title that clearly identifies the contract for your client. For example: Coaching Agreement for John Smith.

Step 2: Select Client 👩

Choose whether you want to send the contract to:

• An existing client
• A new client

Enter or select the client’s information, then continue to the next step.

Step 3: Edit Document

Drag and drop the fields you want to add to the contract:

• Signature
• Full Name
• Email
• Text
• Date
• Checkbox

You only need to add the fields required for your contract.

To remove a field, double-click the field’s outline and select Delete.

For each field, you can configure the following settings:

• Signer: Choose whether the field should be completed by the coach or the client.
• Field Information: Add instructions explaining how the field should be completed. The signer will be able to view these instructions.
• Required: Choose whether the signer must complete the field before submitting the contract.

Important: Make sure each field is assigned to the correct signer before sending the contract.

Step 4: Preview and Send ✉️

Review the contract to confirm that:

• All fields are positioned correctly.
• Each field is assigned to the correct signer.
• All necessary fields are marked as required.
• The client’s information is correct.

When everything looks correct, click Send.

Click Proceed to confirm that you want to send the contract. A confirmation message will appear when the contract has been sent successfully.

CoachVantage will automatically email your client to let them know that a contract is ready for their signature.

To see the signing process from the client’s perspective, refer to How Clients E-Sign Contracts.

Confirm that you would like to send the contract by clicking Proceed.

A pop-up window will appear stating that the contract has been successfully sent.

9. CoachVantage will send an automated email to notify your client that you've sent a contract for them to sign. 

The email looks like this:

For more details on how clients can e-sign a contract, refer to this article: "How Clients E-Sign Contracts."

Option 2: Send a Contract from an Individual Contact Record 🧑
 

You can also send a contract directly from an individual contact record.

1. Select Contacts from the left-hand menu.

2. Select the client to open their individual contact record.

3. Navigate to the Contracts section.

4. Click Send Contract. 📧

2. The process of sending a contract is similar to the steps mentioned above. However, under Select Client, you will see that the client's name has already been auto-populated.