Contracts and documents
Send a contract for review and signature
A clear Pixie CRM walkthrough for send a contract for review and signature, with the screen path, field checks and post-save verification.
Where to goContract → Send to Email
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 send a contract for review and signature, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Contract → Send to Email in Pixie CRM.
- Confirm the related record, recipient or audience before preparing anything client-visible.
- Review the controls that matter for this task: Customer, Subject, Contract value, Start and end dates.
- Then check Contract type, Contract content, Signature/renewal status. Use verified information and do not fill optional values with placeholders.
- Complete Send a contract for review and signature using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Customer
Subject
Contract value
Start and end dates
Contract type
Contract content
Signature/renewal status
Checks before you finish
- Check parties, effective dates and renewal dates.
- Review final client-visible content before signature.
- Do not remove signature evidence without approval.
- Confirm signed document and activity trail.
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.