Contracts and Signatures Generate a contract from a deal, fill it from deal data, sign it, and collect the client's signature - without leaving NearSync.

Contracts are created and signed on the deal itself, in the Legal tab. There is no separate e-signature product to buy, and no step where deal data is retyped into another tool.

Before You Start

The contract fills itself from the deal, so the quality of the output depends on what is already on the record. Worth having in place first:

• The linked company and the contact who will sign
• The deal value and its currency
• The effective date

Anything missing here is something you will be typing by hand later.

The Process

1. Open the deal, go to the Legal tab, and click Generate Contract. A panel opens for the contract details.
2. Check what pulled through. Template placeholders fill automatically from the deal: client name, company name, project name, total cost, effective date and payment schedule.
3. Write the Scope of Work. The plain-language description of what is being delivered. This is the part no template can write for you, and the part disputes are usually about.
4. Build the Payment Schedule. Add a milestone row for each payment: a name, the amount due, an optional note, and a due date.
5. Click Confirm and Generate. A PDF is produced, ready to sign.
6. You sign first. Your signature is recorded digitally inside the system.
7. The client signs. Their signature is recorded with a QR code for verification.
8. Both parties receive the executed copy. The final PDF carries both signatures, timestamps and a DIGITALLY EXECUTED watermark.

Where The Contract Lives Afterwards

Attached to the deal, permanently. Anyone on the deal team can open it at any time.

This is the part that quietly matters. Nobody searches an inbox for the executed version, nobody wonders whether the copy in the shared drive is the final one, and there is only ever one document to find.

The Payment Schedule And Invoicing

Milestones are not decoration. The schedule you set here is what the Billing tab bills against, so the invoices your finance team sees carry the same numbers the client signed. See Sales Overview for how the deal connects to Finance.

On Enforceability

NearSync's digital signatures comply with common e-signature standards. Legal requirements vary by country, so check with your own legal advisers if you need certainty in a specific jurisdiction.

Common Questions

Can I edit a contract after it has been generated? Generate a new one. The executed PDF is a record of what was agreed, so it is not editable after signing - that is what makes it worth having.

What if the client will not sign digitally? Download the PDF and handle it however they prefer, then upload the signed copy to the deal's Files tab so the record is still complete.

Who can see the contract? Everyone on the deal team. Access follows the deal, not the person who generated the document.