Documents & Contracts

Noddle's Documents & Contracts feature lets you create, send, and collect e-signatures on proposals, contracts, agreements, and any other document — all without leaving the platform. Every signed document is legally binding, timestamped, and stored in your account.

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What You Can Do

• Build reusable contract and proposal templates
• Auto-fill client details using contact fields (name, email, address, etc.)
• Send for e-signature via email or SMS
• Require payment upon signing
• Track document status (sent, viewed, signed, declined)
• Automate document delivery through Automations

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Creating a Document Template

1. Go to Payments > Documents & Contracts in the left menu.
2. Click + New Document.
3. Choose From Blank or pick from a pre-built template.
4. The Document Editor opens — a rich text editor where you can:
   • Write and format your contract text
   • Insert Custom Values (merge fields) that auto-fill with the contact's information, e.g. {{contact.full_name}}, {{contact.email}}
   • Add Signature Fields — drag them onto the document where you need the client to sign
   • Add Date Fields, Initials, Text Input Fields for the recipient to fill in
   • Add a Payment Field if you want to collect payment at signing
5. Click Save as Template when finished.

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Sending a Document

Manually:

1. Open your template from Documents & Contracts.
2. Click Send.
3. Select the contact (recipient).
4. Choose delivery: Email or SMS.
5. Customize the accompanying message if needed.
6. Click Send Document.

The contact receives a link to a hosted signing page. They click through, review the document, fill in any required fields, and apply their signature.

Automatically via Automation:

Use the Send Document action in an Automation to deliver contracts at exactly the right moment:

• Trigger: Opportunity moved to "Proposal Sent" stage → Action: Send contract template
• Trigger: Appointment completed → Action: Send service agreement

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Multiple Signers

If a document requires signatures from more than one person (e.g., both you and the client):

1. When building the template, assign signature fields to specific recipients by role (e.g., "Client", "Business Owner").
2. When sending, add all recipients.
3. Noddle sends each person a unique link showing only their assigned fields.
4. You can set a signing order if one party needs to sign before another.

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Tracking Document Status

All sent documents appear in Documents & Contracts with a status:

When a document is signed, Noddle logs it in the contact's activity timeline and can trigger a follow-up automation automatically.

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Security & Legal Validity

Every signature collected through Noddle includes:

• IP address of the signer
• Email address used
• Timestamp of signing
• A certificate of completion attached to the document

This meets the legal requirements for electronic signatures under the ESIGN Act (US) and similar laws in most countries.