Contracts & eSignatures

Signatures aren't a separate product in Foreman — they're a setting on the record. Turn on a signature for any recipient of a Client Agreement (proposal, contract, change order) or a Vendor Agreement, and that person has to sign before the record counts as accepted.

Require a signature per recipient

1. Open the record in the builder.
2. In the side panel's Recipients section, add the people who'll receive it.
3. Each recipient row has a Signature? toggle — switch it on for everyone who must sign.

What the recipient sees

When a client opens a record that requires their signature:

1. A consent screen appears: they check I agree to use electronic records and signatures and click Continue to Sign.
2. They tap the highlighted Sign here field in the document.
3. In the signing window they either Type their name (and pick a signature font) or Draw it with their finger or mouse.
4. They click Complete Signing.

The signature, the date, and the signer's name are stamped onto the record and saved for your files.

The all-or-nothing gate

When more than one recipient is required to sign:

1. The record moves to Pending (awaiting signatures) as soon as it's sent.
2. Each signature lands as recipients sign — but the record stays Pending until the last required signer signs.
3. Only when every required recipient has signed does it flip to Accepted and commit to the budget.

This means a partially-signed contract is never treated as accepted — you always have every signature before it counts.

Decline

A recipient can click Decline instead of signing. You're notified, and the record moves to Declined.