What Clients See When Viewing Agreements

Understanding the client experience helps you create better agreements and troubleshoot issues. Here’s exactly what clients see when they access your agreement.

Accessing the Agreement

How clients access:

Click View and Sign Agreement button in email
Click public link shared via text, chat, or other channels
Scan QR code (if you provided one)

No login required.
Clients view and sign agreements without creating a Nizam account.

The Public Agreement Page

When clients open the link, they land on a clean, professional page designed for clarity and ease of signing.

Page Header

At the top:

Your business logo (if configured in branding settings)
Your business name (e.g., “Acme Design Studio”)
Agreement name (e.g., “Website Design Agreement”)

Professional, branded experience that reinforces your identity.

Agreement Details Section

Key information displayed:

Agreement title: What the agreement is about
Client name: Who the agreement is for
Associated project (if linked): Project name, clickable if client has access
Associated proposal (if linked): Proposal name and link
Date created: When you created the agreement
Current status: Pending (awaiting signature) or Signed

Purpose:
Gives context before client reads the full content.

Agreement Content

Clients see all agreement sections in order:

Text Sections:

All written content with formatting (headings, bold, lists, links)
Paragraph breaks and styling preserved
Clear, readable typography

Image Sections:

Images displayed full-width or styled as configured
Captions or alt text (if provided)
Logos, diagrams, photos, etc.

Signature Section:

Labeled “Signature” or “Client Signature”
Signature pad for drawing signature
Legal name input field
Date field (auto-filled or editable)

Layout:
All sections appear in the order you arranged them during creation. No editing controls visible—purely read-only until signature.

Signature Box (Pending Agreements)

For agreements in Pending status, clients see an interactive signature section:

Legal Name Field:
Text input where client types their full legal name (e.g., “Sarah Johnson”).

Signature Pad:
Canvas area where client draws their signature using mouse, trackpad, or touchscreen.

Controls:

Clear: Erases signature, lets client try again
Sign Agreement or Submit: Completes signing process

Instructions (usually displayed):

“Please type your legal name and draw your signature below”
“By signing, you agree to the terms outlined in this agreement”

Mobile-Responsive Design

Clients on phones or tablets see:

Stacked layout optimized for narrow screens
Readable text without zooming
Easy-to-use signature pad (finger-friendly)
All sections accessible with scrolling

Touch-friendly signing:
Signature pad responds to finger or stylus for natural signing experience.

Signed Agreements: What Changes

Once client signs (or you accept a linked proposal), the page updates:

Signature Section Changes

Instead of signature pad, clients see:

✓ Signed badge or confirmation: “Signed by Sarah Johnson”
Signature image: The actual signature they drew
Date signed: Timestamp of signature
Legal name: Name entered during signing

No more editing:
Signature box is replaced by read-only signed confirmation.

Status Badge

Status changes from Pending to Signed—visible at top of page.

Download Option

Typically available:

Download PDF or Download Agreement button
Client clicks to get PDF copy for their records
PDF includes signature and signed date

Purpose:
Clients keep a copy for legal records, printing, or sharing with their team.

Page Footer

At the bottom:

Your business contact information: Email, phone, address (if configured)
Privacy policy or terms links (if applicable)
“Powered by Nizam” or similar branding (depending on your plan)

Professional touch, reassures clients of legitimacy.

What Clients Don’t See

Hidden from client view:

Internal notes or comments you added
Edit buttons, status change actions
Other clients or agreements in your account
Draft content or revisions before finalization
Your Nizam dashboard or any account settings

Purpose:
Clients see only the agreement content and signing interface—nothing confusing or irrelevant.

Accessibility and Usability

Design considerations:

Clear typography: Readable fonts, adequate size
Good contrast: Text easy to read on background
Keyboard navigation: Clients can tab through fields
Screen reader support: Alt text, labels for assistive technology
Mobile-friendly: Works on all devices

Signature experience:

Smooth, responsive signature pad
Clear instructions
Error messages if signature or name is missing

Error Messages and Validation

If client tries to submit without completing:

“Please provide your legal name”
“Please draw your signature”
Error highlights the missing field

What happens after successful signing:

Success message: “Thank you! Your signature has been recorded.”
Page refreshes to show signed status
Client receives confirmation email (if configured)

Email Notifications to Clients

Throughout the process, clients may receive:

1. Initial Agreement Email

When you finalize and email:

Subject: “Please Review and Sign Our Agreement” (or custom)
Your message
View and Sign Agreement button
Your branding and logo

2. Reminder Emails

If client hasn’t signed:

Automated reminders (if configured)
Gentle nudge to complete signing
Same link to agreement

3. Signed Confirmation Email

After client signs:

“Your signature has been recorded”
Copy of agreement or link to download PDF
Thank you message
Next steps (if applicable)

See Configuring Agreement Email Notifications.

Linked Proposals: Unified Experience

If agreement is linked to a proposal:

Client receives one email covering both
Proposal page includes link to agreement
Accepting proposal may auto-sign agreement
Unified, seamless experience

Client workflow:

Views proposal
Clicks agreement link
Reviews and signs agreement
Returns to proposal and accepts

Or, depending on configuration:

Accepts proposal
Agreement auto-signed
Done

See Linking Agreements to Proposals.

Branding and Customization

What affects client view:

Your logo: Uploaded in Settings → Branding
Business name: From your account profile
Color scheme: Some systems allow color customization
Email templates: Custom email text and styling

Professional tip:
Consistent branding builds trust. Clients recognize your logo and colors, reinforcing legitimacy.

Security and Privacy Indicators

Clients see:

HTTPS lock icon in browser address bar (secure connection)
Unique URL: Hard-to-guess identifier (e.g., /p/agreements/abc123)
No fishy prompts: No requests for passwords or payment info on agreement page

Reassures clients:
Legitimate, secure page from trusted source.

Common Client Questions (and Answers)

“Do I need to create an account?”
No, just click the link and sign.

“Can I download a copy?”
Yes, after signing, click Download PDF.

“What if I made a mistake signing?”
Contact us (you), and we’ll recall and resend.

“Is my signature legally binding?”
Yes, electronic signatures are legally valid in most jurisdictions.

“Can I view the agreement again later?”
Yes, keep the link or email. You can access anytime.

“Why isn’t the signature pad working?”
Try a different browser or device. Ensure JavaScript is enabled.

Best Practices to Improve Client Experience

✅ Use clear agreement titles: “Website Design Agreement” not “Agreement Draft 3”

✅ Add branding: Logo and business name build trust.

✅ Keep content readable: Avoid walls of text; use headings and bullet points.

✅ Test the public link yourself: See what clients see, catch formatting issues.

✅ Provide instructions: Brief note at top: “Please read and sign below.”

✅ Optimize for mobile: Many clients sign on phones—test mobile view.

✅ Send helpful email messages: Personalize, explain what to do.

✅ Follow up promptly: If client signs, acknowledge quickly.