---
title: "How to Send Contracts"
url: "https://coachvantage.productfruits.help/en/article/how-to-send-contracts"
language: "en"
last_updated: "2026-08-12T21:32:23.684Z"
---

# How to Send Contracts

Learn how to send contract documents to clients for e-signature

[Embedded content](https://www.youtube.com/embed/wzFr1tM24No)

## **Overview**

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

1.  [Contracts Page](https://coachvantage.productfruits.help/en/article/how-to-send-contracts#contracts-page-%F0%9F%A4%9D)
2.  [An Individual Contact Record](https://coachvantage.productfruits.help/en/article/how-to-send-contracts#2.-option-2:-send-a-contract-from-an-individual-contact-record-%F0%9F%A7%91%C2%A0)

* * *

## **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**.

![](https://cdn-assets.productfruits.com/9f837276-670a-4209-96fd-c67bc4cb600b)

![](https://cdn-assets.productfruits.com/a62dc574-64bd-4e2c-8a45-afd8d4774878)

### Step 1: Select Document

Choose one of the following options:

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

![](https://cdn-assets.productfruits.com/a1cbe7e1-b34c-4cf4-93cd-18a7a2430ec6)

![](https://cdn-assets.productfruits.com/b91406d4-8375-4a46-a47f-ecfa71095068)

-   **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.

![](https://cdn-assets.productfruits.com/4fff3b4e-dac0-4f2d-9209-7f800cf4e925)

***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.*

![](https://cdn-assets.productfruits.com/b03f4fb1-974c-4e81-aa33-5bb88bbbbeec)

### 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.

![](https://cdn-assets.productfruits.com/f01e5bda-62ed-4c8f-bf2e-f08928014111)

### Step 3: Edit Document

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

-   **Signature**
-   **Full Name**
-   **Email**
-   **Text**
-   **Date**
-   **Checkbox**

![](https://cdn-assets.productfruits.com/350bce6b-f1f9-4400-8df8-b54a211e1fd0)

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

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

![](https://cdn-assets.productfruits.com/03aa14e2-bae8-4392-a4cb-3cf1348d98c2)

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.

![](https://cdn-assets.productfruits.com/498b1fa1-ba69-4a20-b324-4cd0e37399c2)

### 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](https://coachvantage.productfruits.help/en/article/how-to-e-sign-a-contract-in-the-client-portal).

![](https://cdn-assets.productfruits.com/2c1b754e-0865-4611-8bb5-2fe043e4fd00)

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

![](https://cdn-assets.productfruits.com/117ea1b4-1098-40db-8d8f-83a0d805372d)

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

![](https://cdn-assets.productfruits.com/22147a6e-42f1-4dd9-88f1-0f6310ca220d)

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:

![](https://cdn-assets.productfruits.com/73e719de-0ff6-4018-89ab-88205d5dd454)

For more details on how clients can e-sign a contract, refer to this article: "[**How Clients E-Sign Contracts**](https://coachvantage.productfruits.help/en/article/how-to-e-sign-a-contract-in-the-client-portal)**."**

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

You can also send a contract directly from an [individual contact record](https://coachvantage.productfruits.help/en/article/individual-contact-record-page#13.-contracts).

1.  Select **Contacts** from the left-hand menu.

![](https://cdn-assets.productfruits.com/921b06fa-b6b8-408a-9468-d044f5c2113f)

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

![](https://cdn-assets.productfruits.com/a1171f50-8132-495a-a59a-03b64905b4ec)

3\. Navigate to the **Contracts** section.

![](https://cdn-assets.productfruits.com/eccc8e0f-e8e1-40ef-bf18-ac61f382b0ef)

4\. Click **Send Contract**. **📧**

![](https://cdn-assets.productfruits.com/300f31f7-11bc-4c7c-9a93-ec9bff8461a1)

2\. The process of sending a contract is similar to the steps mentioned [above](https://intercom.help/coachvantage/en/articles/6253899-how-to-send-contracts#h_3f7492fdeb). However, under **Select Client**, you will see that the client's name has already been auto-populated.

![](https://cdn-assets.productfruits.com/24eda8c7-5f00-4cf1-943c-ba1041f20d36)