Contracts

Draft a contract from a template or upload a PDF and place signature fields yourself, then send it by public link or email so the customer signs electronically without logging in. The status updates automatically on view and signature, and the signer, time and access info are recorded as evidence.

Open contracts from the Contracts menu on your home. The list supports both list and card views and shows each contract's title, amount, customer and current status. Start one with New contract at the top right, or use 'Create document → Contract' on a deal to auto-link the customer and amount. Use the Contract forms button to manage reusable templates with @variables.

Contract statuses

Draft Sent Viewed Signed Rejected Active Ended Canceled

• Draft — not sent yet — edit the body, PDF and signature fields freely.
• Sent · Viewed — sending issues a public link; opening it the first time flips to Viewed automatically.
• Signed · Rejected — set automatically when the customer signs or rejects on the public page, and notifies the owner.
• Active — once both parties have signed or you start settlement.
• Ended · Canceled — mark Ended when the term completes, Canceled when you stop it. Canceled/rejected contracts show a banner at the top of the detail.

Two ways to build a contract

1. From a template — put @variables (customer, amount, period…) in a contract template and it auto-fills from the contract data; you can still edit the body.
2. Upload a PDF & place fields — upload your PDF and drop signature, text, date and checkbox fields exactly where you want on the page. A contract can hold several PDFs, each with its own fields.

Open password

Each contract can have an open password. With it set, the customer must enter the password to view and sign. The password is stored hashed and can't be shown again after you leave the screen, so copy it right after setting and keep or share it separately.

How sending works

1. tapping Send opens a sheet for recipient email, subject and message.
2. the email is sent under your workspace name — from your verified sending domain if you have one, otherwise from the system address.
3. leave the recipient empty to just create a public signing link you share yourself.

What the customer sees

The public contract URL looks like botn.app/c/<token> ; the customer views the contract without logging in, fills and signs at the marked spots, checks the consent box and submits. PDFs support zoom (50–300%) and print/save-as-PDF, and with multiple documents a left-side list lets them move between docs and see each one's required-field completion as a badge.

Signing supports drawing or typing a name — when signed, the signer's name, time, IP and device are recorded as electronic-signature evidence. After the customer signs, you can add your own (the company's) signature to complete both-party signing.

Settlement, expense & history tabs

• Settlement — set a label, amount and due date per installment (deposit, interim, final…), and check off collected ones. Collected and total amounts sum at the bottom.
• Expense — set a per-contract budget and log spending by account, vendor, amount and date — total spend and remaining budget compute automatically.
• Signatures & history — each party's signer and time, access IP, signing method (drawn/typed) and send/view records form an audit log. After the customer signs, countersign with Our signature, and open completed documents via Signed copy.