Countersigning and completing contracts

Sign the contract as the business owner and finalize the agreement.

Once all signers have signed a contract, you countersign it as the business owner. This makes the contract official and legally binding.

How to countersign a contract

1Open a contract where all signers have signed.
2Review the contract one more time to make sure everything is correct.
3Click Countersign.
4Enter your name (your signature is added automatically with the date).
5Click Complete.

What happens when you countersign

When you countersign:

The contract status changes to Countersigned.
A completion email is sent to all signers with a copy of the fully signed contract.
If the contract is linked to a deal, the deal automatically advances to the next stage (certs_issued).
An audit entry is recorded in the contract timeline.

Contract linked to a deal

Contracts can be linked to deals (B2B opportunities) in your pipeline. When you countersign a contract linked to a deal, the deal automatically progresses.

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Tip: To link a contract to a deal, open the contract and click Link to Deal, then select the deal from the dropdown.

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Note: You can only countersign a contract once. After countersigning, the contract is final and cannot be edited.

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