With Documents & Contracts in Oceanic Funnels OS (Payments → Documents & Contracts), you create a document or reusable template, add signature, initials, date and text fields, assign each field to a signer, and send it by email or a shareable link. You can add products to collect a one-time or recurring payment at signing. Track every document as draft, waiting for others or completed, and trigger workflows when it's viewed or signed.
What you can send
- Service agreements and engagement letters.
- Proposals with pricing and a sign-and-pay option.
- Waivers, consent forms and policies.
- Change orders and statements of work.
Create and send a contract
- Go to Payments → Documents & Contracts.
- Create a document from scratch or a template. Reuse blocks from the content library.
- Add fields: signature, initials, date, text and checkboxes. Set To be signed by for each field.
- Add text, images, video, tables or a product list. Add a payment to collect at signing if needed.
- For several signers, add recipients and choose sequential or simultaneous signing.
- Send by email or share via link. Set an expiry date if the offer is time-limited.
Track and follow up
The dashboard shows Draft, Waiting for others, Completed and Payments tabs. Resend to remind signers, and use workflow triggers for created, sent, viewed and signed documents, for example to start onboarding the moment a contract is signed.
Turn your contract into a template
Save a finished contract as a template, so next time you only change the client details. Editing a template doesn't change documents already sent.