Create and Send Square Contracts
You can create and send Square Contracts to customers in your online Square Dashboard, in the Square Invoices app, and the Square Point of Sale app. You can edit contract templates in your Square Dashboard. Learn more about getting started with Square Contracts.
Create and Send a Contract
- Go to Customers > Contracts in your online Square Dashboard.
- Click Create contract, choose a template, and click Create.
- Enter the recipient’s name or email address. You can also search for an existing customer in your Customer Directory.
- Fill out the customizable fields in your selected template, including:
- Contract name (required).
- Additional notes (optional): Describe your contract and give your recipient an idea of what to expect, we will include it at the top of your contract.
- Under Payment, select No Payment or Add payment information. If this contract requires payment, you can enter payment information here. You can also attach an invoice or estimate, even if the contract does not require payment information.
- Click Next to select the clauses you want in the contract. Square provides predefined clauses, but you can reorder, remove, or edit them as needed. You can also select Create a new clause. This new clause will not be saved to your clause library. Clauses are arranged in the order they will display.
- Click Next to preview the contract.
- Add the owner’s name. An e-signature and signed date will automatically populate.
- Click Share to either email the contract directly to your customer or download it as a PDF to deliver it manually.
- Open the Square Invoices App and tap More > Contracts.
- Select + to select a standard or saved template and then tap Create.
- Enter the recipient’s name or email address. You can also search for an existing customer in your Customer Directory.
- Fill out the customizable fields in your selected template, including:
- Contract name (required).
- Additional notes (optional): Describe your contract and give your recipient an idea of what to expect, we will include it at the top of your contract.
- You can attach an invoice or estimate.
- Add the owner’s name. An e-signature and signed date will automatically populate on the contract once sent.
- Add a Contract message (optional): This message is only included in the email sent to your customer. It is not part of the contract.
- Tap Share to either email the contract directly to your customer or download it as a PDF to deliver it manually.
- Open the Square Point of Sale app and tap More > Contracts.
- Select + to select a standard or saved template and then tap Create.
- Enter the recipient’s name or email address. You can also search for an existing customer in your Customer Directory.
- Fill out the customizable fields in your selected template, including:
- Contract name (required).
- Additional notes (optional): Describe your contract and give your recipient an idea of what to expect, we will include it at the top of your contract.
- You can attach an invoice or estimate.
- Add the owner’s name. An e-signature and signed date will automatically populate on the contract once sent.
- Add a Contract message (optional): This message is only included in the email sent to your customer. It is not part of the contract.
- Tap Share to either email the contract directly to your customer or download it as a PDF to deliver it manually.
Send a Contract to Multiple Recipients
Create one contract and choose your recipients — then, we'll create independent contracts for each recipient and send them separately for signing. You can send contracts in bulk to up to 20 recipients at a time.
Sending contracts in bulk is not for multi-party negotiations where multiple signers need to review and complete the same contract.
To send a contract to multiple recipients:
Go to Customers > Contracts in your online Square Dashboard.
Click Create contract, choose a template, and click Create.
Add your recipients to the contract. If a recipient is not an existing customer, you can add the customer and their contact details to your Directory. Learn how to manage customer profiles in your directory.
Continue filling out the customizable fields in your template. Keep in mind that you cannot customize Payment information for each recipient and it’s the same for all customers on the contract. Note: Adding an invoice or estimate isn’t available when sending a contract to multiple recipients.
Click Next to select the clauses you want to include in the contract. Square provides predefined clauses that you can reorder, remove, or edit as needed.
Click Next to preview the contract. You can view each contract for each recipient and choose from a drop-down list of recipients to flip between contracts.
You can save your contract for later by clicking Save as draft. If you save your contract as a draft, you’ll see one line in your Contracts Dashboard that indicates it’s a multiple recipient draft.
Click Share to either email the contract directly to your customers or download a PDF to deliver it manually. You can track the progress of each contract individually from your Dashboard after you share it with your customers.