When creating a contract, you can choose when you (the vendor) sign the contract in relation to your client. This setting helps control the signing flow and ensures the contract is executed in the order that best fits your workflow.
You have two options:
Sign before the client (Pre-sign)
Sign after the client (Post-sign)
📍 Where to Find This Setting
During contract creation, you’ll see the following options:
Countersign the contract yourself (toggle)
Would you like to sign before or after the client?
Before
After
✍️ Option 1: Sign Before the Client (Pre-sign)
If you choose Before, you will sign the contract before sending it to your client.
How it works:
You create the contract
You sign the contract first
The contract is then sent to your client
Your client reviews and signs
When to use this:
When you want to approve and finalize the contract first
When your signature is required to validate the agreement before client review
When you want to speed up the client’s signing process
💡 Tip: Pre-signing helps reduce back-and-forth and can speed up contract completion.
🕒 Option 2: Sign After the Client (Post-sign)
If you choose After, you will sign the contract only after your client has signed it.
How it works:
You create the contract
The contract is sent to your client
Your client signs first
You receive the signed contract and countersign
When to use this:
When you want to review the client’s signed agreement before finalizing
When your signature acts as a final confirmation
When internal approval is needed after client agreement
💡 Tip: Post-signing is ideal when you need a final review step before making the contract fully executed.
⚠️ Key Things to Remember
Enabling "Countersign the contract yourself" allows you to participate in the signing process
Choosing Before makes you the first signer
Choosing After makes you the final signer
The signing order cannot be changed once the contract is sent
💡 Best Practice
Choose a signing order that aligns with your business process:
Use Pre-sign for faster execution and upfront approval
Use Post-sign for added review and final confirmation
📩 Need Help?
If you're unsure which option works best for your workflow, feel free to reach out to our support team—we’re happy to guide you.