Contract Management Inside Your Workflow
Manage client contracts directly from the project page. Once a contract is sent and signed, Creative Ecom Builder guides you through the next steps, including sending a branded onboarding email that reflects your business voice. The system automatically creates the client onboarding workspace, keeps the contract available in the client activation workflow, and mirrors contract access in the client portal.
to signed agreement. ↗
Create Project Contracts
Prepare and send client contracts directly from the relevant project, keeping agreements connected to the work they cover.
Track Contract Signatures
Keep track of contract progress and signing activity within your workflow instead of managing agreements across disconnected tools.
Guided Client Onboarding
After the client signs, follow the guided next steps, send your branded onboarding email, and let the system create the client workspace automatically.
From Project to Client Onboarding
Send the agreement from the project page, guide the next steps after signing, and keep client contract access connected.
Important: The system guides you after the contract is signed, but the onboarding email is sent by you or your team. The client onboarding workspace is created automatically by the system.
Keep Signed Contracts Within Reach.
A signed contract stays connected to the client workflow. The agreement remains available in the client activation and onboarding workspace, and contract access is mirrored to the client’s own client portal dashboard.
Turn Agreements Into Connected Workflows.
Manage client contracts from the project page, follow guided next steps after signing, send onboarding emails in your brand voice, and keep contract access connected to the client onboarding workspace and portal.
Get Started Today →Connected workflow. ↘