If a recipient is not an existing customer, you will be prompted to add the customer and their contact details to your Directory. Select New contract, choose a template, and click Create.Īdd your recipients to the contract. To send a contract to multiple recipients: Note: Bulk sending contracts is not for multi-party negotiations where multiple signers need to review and complete the same contract. You can send contracts in bulk to up to 20 recipients at a time. Create one contract and choose your recipients-then, we'll create independent contracts for each recipient and send them separately for signature. Spend less time creating and sending individual contracts by sending contracts in bulk. Select Share to either email the contract directly to your customer or download it as a PDF to deliver it manually. Note: Clauses are arranged in the order they will display.Īdd the owner name and an e-signature and signed date will automatically populate. It will not be saved to your clause library. You can also create a new clause for this contract. Square provides predefined clauses, but you can reorder, remove, or edit them as needed. You can also attach a Square invoice or estimate, even if the contract does not require payment information.Ĭlick Next to select the clauses you want in the contract. If this contract requires payment, you can enter payment information here. Under Payment, select from No Payment or Add payment information. Note: Click Save as draft at any point to save your changes and finish the contract later. If you write one, we will include it at the top of your contract.

It is not part of the contract.Ĭontract overview (optional): An overview is a great way to summarize your contract. You can also search for a customer saved in your Customer Directory.įill out the customizable fields in your selected template, including:Ĭontract message (optional): This message will only be included in the email we send to your customer. Select New contract to select a standard or saved template and then click Create.Įnter the recipient’s name or email address. Go to Contracts in your online Square Dashboard.

See Square Contracts Terms and Conditions. Square does not provide any legal advice, and we do not guarantee or advise that any contract is suitable for your purposes or enforceable in any jurisdiction. Note: Square Contracts only provides sample templates for you to create your own contract. Send contracts in bulk to up to 20 recipients at a time. Include your business logo and receipt background colour in the contract PDF. With Square Contracts you can:ĭuplicate, edit and reorder any clause in the template to best fit your contract. Choose one of Square’s predefined templates and customize it to meet your needs, or build an entirely new template from scratch for your business.

Auto payment contract template