Start Projects Only After Contract Signatures

Starting a project without a signed contract can lead to costly delays, scope changes, or client disputes. You might spend time on work that gets canceled or renegotiated later. This wastes resources and frustrates everyone involved.

Imagine a plumber starting a job before the client signs the agreement. If the client later changes their mind, you’ve already invested time and materials. Contracts with e-signatures solve this by tying project delivery to formal approval.

When a client signs the contract via e-signature, the automation engine kicks in. It sends an approval request to the client (or confirms their signature) and only moves the project to the next stage once approval is received. No manual steps required.

For example, a roofing company can set up an automation that triggers when a contract is signed. The system automatically creates an approval request, emails it to the client, and holds the project on hold until they approve. Once approved, the project card updates to 'Active' status.

You can confidently start projects only when terms are finalized. This reduces rework, protects your reputation, and keeps clients happy. Automations handle the heavy lifting, so you don’t have to manually track approvals or guess if a contract is signed.

For a dental office, this means no starting treatments until insurance approvals and payment terms are signed. For a construction firm, it ensures crews don’t arrive on-site without a signed agreement.

Set up an automation in your platform’s Automations dashboard. Choose the ‘Contract Signed’ trigger (under Project Management triggers) and link it to your project card. Add a node to send an approval request to the client via email. Then add a MOVE_PROJECT_STAGE node to lock the project until approval is received.

Use pre-built templates like ‘Deal Won → Project Setup’ to speed things up. Test the automation with a sample contract to ensure approvals flow correctly before going live.