Create and Send Square Contracts
You can create and send Square Contracts to customers in your online Square Dashboard. Learn more about getting started with Square Contracts.
Create and Send a Contract
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.