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Preview company contracts before sending

Review your agreement in a preview with the Send contract button always in reach.

Review, then send

In Companies, open Send company contract, enter the company and signer details, and choose a PDF or Word agreement. Select Preview and send to review the prepared PDF, including its signature page. Word documents use the same text-based PDF conversion used for signing, so review the converted layout carefully.

Scroll through the agreement while Send contract stays at the bottom of the preview. Use Back to adjust the details or document. Previewing does not send anything; choose Send contract when you are ready. Sending becomes available after the preview loads.

The preview signature page uses a preview reference. The final signing request receives its own unique reference when sent.

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