Sending Agreements

There are several ways to send agreements to your customers in Field Onboard.

Manual Send

Click Send Agreement from the dashboard or a contact's profile to start a one-off send:

• Upload a PDF — select the agreement document you want to send (1 PDF per manual send)

• Name the agreement — give it a title the customer will see

• Place signing fields — position Full Name, Signature, Property Address, and Date fields on the document

• Choose delivery method — toggle SMS and/or email delivery on or off

• Send — the agreement is delivered to your contact immediately

Sending from Review Quotes

When a customer approves a quote in your CRM, it appears in the Review Quotes table on your dashboard. From there:

• Click Send next to any quote to open the send flow with that contact pre-selected
• Select multiple quotes and click Send to send agreements in bulk

Sending from a Contact Profile

Open any contact's profile and click the send agreement button to start a send flow pre-filled with that contact's information.

Delivery Options

• Email — the customer receives an email with a link to view and sign the agreement
• SMS — the customer receives a text message with a signing link

You can enable both channels for the same agreement.

Tracking Sent Agreements

After sending, the agreement appears in your Agreements list with a status of Pending. From there you can track when the customer views and signs it.