thread Re: How to download PDF/print a contract without sending it to a customer? in Archived Discussions (Read Only)

How to download PDF/print a contract without sending it to a customer?

k80mae2 — Wed, 14 Oct 2020 15:30:58 GMT

How do I print or download a PDF of a contract without sending it to my customer?

Re: How to download PDF/print a contract without sending it to a customer?

isabelle — Thu, 15 Oct 2020 16:20:20 GMT

Hey @k80mae2! ✨ 🌸

Thanks for posting in the Seller Community!

You first need to get to Contracts in your online Square Dashboard.

Navigate to Contracts in your online Square Dashboard
Select New contract to select a template and then click Create.
Fill out the customizable fields in your selected template. Save as draft at any point to save changes and finish the contract later.
Click Next to select the clauses to include in the contract. Square provides predefined clauses, but you are able to reorder, remove, or edit them as needed.
Click Next to preview the contract.
Select Share to either email the contract or download a PDF to deliver it manually. After you've downloaded it to your device, you can print it.

That should do it! Let me know if not.

Re: How to download PDF/print a contract without sending it to a customer?

Justkids — Fri, 24 Sep 2021 22:31:38 GMT

If the client has signed the PDF copy in person, is there a way to mark as signed in square contracts? Most of my contracts are signed electronically and archived but I can only cancel the unsigned contract. I don’t want to cancel it just mark it as signed offline and archive. Would be great if signed PDF could be uploaded back onto the electronic contracts or customer profile etc.

Re: How to download PDF/print a contract without sending it to a customer?

Arie — Sun, 26 Sep 2021 04:18:23 GMT

Hi @Justkids,

Thanks for getting in touch, I noticed it's your first post, welcome to our community 👋 🙂

At this time, it's not possible to mark a contract as signed in Square Contracts manually, or upload a PDF of a signed contract. I imagine this could be to avoid contracts that haven't actually be signed, as signed by accident, or even on purpose. I'll pass on your suggestion to mark contracts as signed, and the ability to upload a PDF, to our product team for consideration, and will keep you updated with any news!

Re: How to download PDF/print a contract without sending it to a customer?

pf7 — Tue, 22 Aug 2023 00:12:19 GMT

How can you print your contracts/waivers without having a recipient labeled at the top. I am running an event and need that area blank for people to fill in. Is it possible to print without having to prefill in a recipient.