SEND FOR SIGNATURE

Sending a contract in Revolve Core is a template pick plus a four-step wizard — recipients, fields, preview, send. Each signer gets their own secure signing link by email, and the system tracks every turn until the document is complete.

§Start the contract

On the customer’s CONTRACTS tab, tap + NEW CONTRACT. A template picker opens, already prefilled with this customer. You can also launch the same flow from ⚡ ACTIONS → SEND FOR SIG anywhere on the customer.

Templates come from your company’s Contracts hub (Admin Console → DOCUMENTS), where admins maintain the template library, a block builder, and an upload-a-PDF builder that places signature fields on an existing PDF.

§The four-step send wizard

1. 01RECIPIENTS — add people and set each one’s role: signer, CC, or viewer. Choose sequential routing (one signer at a time, in order — drag to reorder) or parallel (everyone at once). Recipients prefill from the customer record.
2. 02FILL — placeholders in the template resolve automatically from the customer and job; review and edit any of them before sending.
3. 03PREVIEW — a real render of the document your signers will see, not an approximation.
4. 04REVIEW & SEND — confirm and send. The system emails whoever’s turn it is; with sequential routing, the next signer is emailed only when the previous one finishes.

§Who gets what

• ◆Signers get their own individual signing link and complete their assigned fields.
• ◆CC recipients get a read-only copy for their records.
• ◆Viewers must open the document and can ✓ ACKNOWLEDGE RECEIPT.