Getting Started with Documents & Contracts

Documents & Contracts lets you build proposals, agreements, and invoices that clients can review and sign online — no printing, scanning, or third-party e-signature tool required.

Where to find it

Open Payments > Documents & Contracts from the main menu. The dashboard is organized into tabs:

• Draft — documents you're still working on
• Waiting for others — sent and awaiting a signature
• Completed — fully signed
• Payments — documents tied to an invoice or payment
• Archived — declined, expired, or manually archived documents

Creating your first document

1. Click + New in Documents & Contracts.
2. Choose to start from a blank page, upload a PDF, or use one of the built-in templates.
3. Use the editor to add text, images, tables, page breaks, and product/pricing lists.
4. Drop in fillable fields — signature, initials, date, text, or checkbox — wherever a recipient needs to respond.
5. Add one or more recipients and assign each person the fields meant for them.
6. Optionally attach a payment request so the client can pay as part of signing.
7. Preview the document, then send it by email or share a link.

What happens after you send it

Recipients open a secure link in their browser — no login or app download needed — fill in their fields, and sign. Once everyone required has signed, Vendi Today combines everything into a single finished PDF and moves the document to Completed.

Good to know

• Save any document as a template so you can reuse the layout, fields, and pricing for future clients.
• Every signed document keeps an audit trail of who signed, when, and from what IP address, which you can pull up anytime for your records.
• Documents can also be triggered automatically from a workflow, tracked for opens and views, and connected to invoices — see the other articles in this section for details on each of those.