Documents and Contracts

27 guides covering documents and contracts on the Sparkforge platform.

• Add Attachments to Sparkforge Documents & Templates Sparkforge documents and templates accept up to 5 file attachments (SVG, PNG, JPG, PDF), 15 MB each. Files ride along as standard email attachments when the doc
• Automate Workflows with Documents & Contracts Trigger The Documents & Contracts workflow trigger in Sparkforge fires when a document is sent, viewed, signed, or completed. Filter by template, recipient type, status
• Automatically Generate Invoices from Signed Documents & Contracts Sparkforge can collect payment in the same flow as a signed document. Add a product list to the document, switch on Direct Payment, and the primary signer gets
• Control Signature Type for Documents & Contracts Pick whether recipients sign Sparkforge documents by drawing, typing, or both. The setting is sub-account level and applies to every document sent from that sub
• Decline Documents in Sparkforge and Automate Follow-Up Decline Documents lets recipients and business users formally decline a document with a reason, instead of leaving it unsigned. Sparkforge tracks the decline as
• Documents & Contracts - Content Library Support in Sparkforge The Content Library lets you save reusable blocks (signature tables, pricing sections) or full pages and drop them into new Sparkforge documents and contracts.
• Documents & Contracts Email Templates & Notifications Customize client-facing email templates for proposals, contracts, and signed copies in Sparkforge Documents & Contracts, and set team notifications so internal
• Documents & Contracts Public APIs in Sparkforge The Documents and Contracts public APIs let you list documents, send existing files, list templates, and generate documents from templates without manual clicks
• Documents & Contracts in Sparkforge – Setup and Guide Documents & Contracts lives under Payments in Sparkforge. Create from scratch, upload a PDF, or use a template — then collect e-signatures, take payment at sign
• Documents & Contracts: How to automate sending invoices when documents are signed Sparkforge Documents & Contracts can generate invoices the moment a signer completes a document, including recurring schedules with optional setup fees. Configu
• Documents & Contracts: Public APIs Sparkforge exposes public APIs for listing documents, sending documents, listing templates, and generating-and-sending from a template in one call. Authenticate
• Easy Management of Documents and Contracts within Contacts Open a contact, click the Document Management icon, and see every document tied to that contact, primary or secondary recipient. Download, view source, or copy
• How to Configure and Accept Tips on Invoices Enable tips under Invoices > Payments Settings > Invoice Tips. Customers can leave a percentage or custom amount on any invoice, and you can configure tips glob
• How to Set Signing Order for Recipients in Documents and Contracts Toggle Signing Order on a document or contract to send signature requests one recipient at a time, in the order you set. Drag and drop to reorder. Leave it off
• How to Track Activity for Documents and Contracts In Sparkforge, hover the contact icon on a document line to see last viewed time and pending actions. Click the three-dot menu and pick View History to see ever
• How to Use Document Expiration in Sparkforge Documents Document Expiration in Sparkforge sets a deadline on documents sent for signature. Once the deadline passes, the document is marked Expired and recipients can n
• How to Use Documents and Contracts in the Mobile App Use the Sparkforge mobile app to create and send documents and contracts from saved templates. You can't create templates from scratch on mobile — build them on
• How to automatically add an appointment date to a Contract? Sparkforge contracts cannot read appointment merge tags directly. Use a workflow to copy the appointment start time into a custom field on the contact or opport
• How to redirect a user to a specific page after signing a contract? Sparkforge can redirect a customer to any URL after they sign a document or pay an invoice tied to a document. Set the rule globally or per document, with the d
• Leveraging Opportunity Custom Values in Document Templates Drop Opportunity merge fields into Sparkforge document and contract templates so deal data populates automatically. Trigger sends from pipeline stage changes.
• Link Custom Values to Text and Date fields: Documents and Contracts Link document text and date fields to contact custom values so signed documents push data straight into the contact record. Download all filled fields as CSV.
• Multiple recipient support on Documents & Contracts Sparkforge lets you assign signature fields to multiple recipients on one document, designate CC viewers, and include the sender as a signer. Each signer gets a
• Public Document Links for E-Signing Public Document Links let you publish a signable agreement once and share a single URL. Recipients sign with just a name and email, and signed copies land back
• Send Contracts & Proposals Using Workflows in Sparkforge Build a reusable document template in Sparkforge Documents & Contracts, then trigger it from a workflow on tag added, pipeline stage change, or any other workfl
• Send Documents and Contracts via SMS in Sparkforge Sparkforge can deliver documents and contracts by SMS, Email, or both. Set a global default under Payments > Documents & Contracts > Settings, save reusable SMS
• Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts Sparkforge documents and contracts let you mark product list items as optional or quantity-editable so signers choose what they want, and the total recalculates
• Split Columns Support: Documents & Contracts Drop any element next to another in the Documents and Contracts editor and Sparkforge creates a split column layout. Use it for cleaner proposal and contract de