Materio offers the ability to generate a contract to be signed by the client based on the scope of work. Not only can you get a contract signed, but it can also include your firm's standard terms and conditions.
How to generate a contract:
Open the project and go to the share button in the window's top right corner.
Navigate to the CONTRACTS section of the menu and click "Send contract..."
Select or create or new client as the recipient and choose the level of pricing detail. You have the ability to determine the level of pricing detail (per item, per category, or the grand total) and whether it's displayed by category or location.
[Optional] Include a message to the client.
Copy and paste your contract terms.
You can choose to have a PDF created or send for electronic signature
You can download a PDF version of the contract to have 'wet signed' by selecting the "Download PDF" button.
Send the contract to the client by selecting the "Send" button.
You'll see if a brief, "Contract Sent" screen.
You'll be prompted to sign the contract. Once you use your mouse, stylus, or finger to create your signature, you can send it to your client for them to review and sign. The client will receive and email with instructions on how to review and sign the contract.
Here's the email you'll receive once the client signs with the attached signed contract.
The signed and unsigned contracts will also be visible within Materio under the Share button. A green checkmark indicates the contract has been signed while a yellow "..." indicates it has not.
Here's an example of a signed contract in Materio.
What the Client Sees
Here's the email your client will receive:
They'll then have the ability to review the scope of work and sign the contract. Once signed, both the firm and the client will get a signed version emailed to them.
