This is a problem with contracts working with estimates for services. You have to link a generic contract from squareup.com to a customer and NOT send it to them, but save it as a PDF to your files, which will allow you to access it in invoices. Then you have to go back into invoices app to grab the estimate or make one, and attach the square contract you made. Once you send the estimate, they get a estimate with a link going to the contract. HOWEVER, if you don’t mention they must sign the contract/service agreement, they might not know and just accept the estimate without signing the contract/agreement. Which you must go back and tell them, you forgot to open up the agreement and scroll to the bottom to sign it.
It is WAY to many steps and cumbersome to go through all these hoops just to add a generic contract for them to read and sign on the estimate sent. Other option is just sending them the contract separately to sign then sending another for the estimate. However, this is not professional looking and customers might not feel obligated to sign, if there is no estimate attached. Do you see the problem?
It would be really nice if they incorporate this a little better. Allow us to attach a square contract that does NOT have to be linked to a customer. Once it is signed, it then attaches to the customer file, etc. Also allowing contracts to be made/edited right in the invoices app rather than having to go to a browser each time (back and forth).
