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Contracts, Requests and Team pages redesigned, with forms you can embed

Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.

A paper clipboard form and an inbox tray beside a real Workspace369 form's Share tab with its link, QR code and embed code.

Contract templates, countersigning and reminders

The Contracts page was rebuilt with a status filter, a Templates view for reusable agreements with signing roles and fields, and a builder where you set the signing order and add teammates as signers.

Teammates can countersign through their own link, and you can send reminders to everyone still waiting or set how often each contract nags its signers.

  • Reusable text and PDF templates
  • Signing order and teammates as signers
  • Reminders for signers who have not signed
Start a contract from a template, pick the client, review who signs in which order, and set reminders. Example data.
Where to find it
  1. Contracts in the sidebar
Open in the app
Plans
Every plan
Learn more
ContractsSend a contract for signature docs

A Requests table and a visual form builder

Requests show in a table with a quick-view panel. Convert a request to a client in one click, reply by text, or mark it as new again. Conversion checks for an existing client so you do not create a duplicate.

Forms have their own list and a visual builder with a Design tab for look, accent color and font. Share a link or QR code, or embed the form on your website inline, as a popup or behind your own button. Hidden fields pass values like campaign tags from the page address along with each submission.

Spam protection is built in, and a Send test lead button sends a sample lead through your setup so you can confirm it arrives in Requests before you publish the form.

  • Embed inline, as a popup or behind your own button
  • Hidden fields carry URL values such as campaign tags
  • Share link and QR code
  • Send a test lead
The Share tab of a website contact form with its link, a downloadable QR code and embed code with inline, popup and your own button options.
Where to find it
  1. Requests in the sidebar
  2. Forms
Open in the app
Plans
Every plan
Learn more
Client intake form softwareLeads from your website

Invite teammates and add seats in one place

The Team & seats page shows how many seats are used. Invite several people by email, resend an invite, edit it, or copy an invite link. Invites expire after 7 days.

If you are out of seats, the page offers to add one and shows the price before you confirm. Plans that cannot add seats say so and point you to changing plan.

The Invites tab of Team & seats: liam@oconnorbuild.example with a Custom role and access to 3 clients, expiring in 5 days and holding a seat, with a Resend button, and an expired invite for mia@maplerow.example with a Send a new invite button.
Where to find it
  1. Settings
  2. Team & seats
Open in the app
Plans
Voyager and up
Learn more
Roles and client-scoped accessInvite your team tutorial

Quick answers

Can my teammates countersign a contract?
Yes. Add teammates as signers in the builder, set the signing order, and each countersigns through their own link. You can also send reminders to everyone still waiting.#
Can I save a contract as a reusable template?
Yes. The Templates view holds reusable agreements with signing roles and fields, and you start a contract from one.#
Can I put a request form on my own website?
Yes. Share a link or QR code, or embed the form on your website inline, as a popup or behind your own button. Spam protection is built in.#
Does converting a request to a client create duplicates?
No. Converting a request to a client checks for an existing client first, so you do not create a duplicate.#
How long does a team invite last?
An invite expires after 7 days. You can resend it, edit it or copy the invite link from Settings → Workspace → Team & seats.#

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Contracts, Requests and Team pages redesigned, with forms you can embed, in your own workspace

Start your free trial on Voyager, then find it under Contracts in the sidebar.

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14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.