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Contracts overview

VertaFlow contracts take a client from “let’s do this” to a legally signed, tamper-evident agreement — and then to payment. The whole flow is e-sign, audit-logged, and verifiable by anyone with the certificate ID.

The lifecycle

Section titled “The lifecycle”
  1. Send — you generate a public contract link for a service. The client opens it, fills in their details, optionally picks add-ons, reviews the generated PDF, and signs.
  2. Sign — the client provides a legally binding e-signature (typed name + drawn signature on the dedicated signing page). VertaFlow seals the signed PDF and records an audit trail.
  3. Pay — after signing, the client is handed off to a Stripe payment link and into account activation / onboarding.
  4. Verify — every sealed contract mints a certificate with a public verification page that confirms the signature and that the content is unaltered.

Where you manage contracts

Section titled “Where you manage contracts”

Open Contracts (/contracts) in the CRM to see every contract with its status (pending or signed), client, service, and created date. Click a contract to open its detail panel, which shows:

  • client and business details, service, created/signed timestamps,
  • the signature (typed signature, signer IP, and signed timestamp) once signed, and
  • a Download PDF button for the signed document.

What the client sees

Section titled “What the client sees”

Clients never log into the CRM to sign. They interact with three public pages:

Next

Section titled “Next”