Client portal
Help a client sign a contract
Use this Pixie CRM guide to help a client sign a contract. It covers the navigation path, key controls and the checks that confirm completion.
Where to goClient portal → Contracts
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for help a client sign a contract, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Client portal → Contracts in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Contact permission, Contract status, Signature status, Customer ownership.
- Work through Help a client sign a contract using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Contact permission
Contract status
Signature status
Customer ownership
Checks before you finish
- Confirm contact identity before changing access.
- Grant only portal areas genuinely needed.
- Check whether notes/files are staff-only or client-visible.
- Verify saved permissions from the contact record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.