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Contractor agreements at scale

If you bring on contractors every week, the agreement is a queue, not a project. Your system should send it, and the signed record should come back to your system with no one chasing.

What makes contractors different

Contractors arrive in batches, often on a phone, and often from a sign-up form instead of a hiring tool. Each one needs the same document with a few fields changed. Months later, someone may ask what that person agreed to and when. So the record is what you are really collecting.

The flow

  1. A new contractor finishes your intake form.
  2. Your system fills the agreement and calls create_document, with the contractor as signer and a "Sends directly" key if the document is fixed.
  3. The contractor signs on the hosted page, which works on a phone.
  4. document.completed marks them cleared to start.
  5. You store the sealed PDF and evidence with their profile.

Consumer disclosure

The signing page shows an electronic records disclosure by default. A contractor signing for their own business may not need it, but when in doubt, leave it on. It is a short extra step that shows the signer agreed to go electronic and could open a PDF. Your lawyer can tell you when consumer_disclosure: false is right.

Check the document first

Some documents can't be signed this way in some places. Wills and court papers are clear examples, but a contractor agreement normally isn't one. Worker classification is a separate question from signing, and a good signature won't fix a bad contract. We are a tool, not your lawyer.

Common questions

Can a contractor refuse to sign electronically?

Yes. The signing page has both a decline path and a request-paper path. Each is logged and you are told, so you can follow up another way.

Does the contractor get a copy?

Yes. Every signer is emailed the signed PDF. Never rely on a signer asking you for it.

Can I send one agreement to fifty people?

Each person needs their own document, so make one call per contractor. During the beta, live sends are capped at 100 a day per account. Write to us if that gets in your way.

Related

Try it in test mode

Free during the beta. Test keys send no email, so you can build the whole flow first.