Understanding Agreement Actions and Operations

Every agreement has a set of available actions depending on its status. Knowing what you can do—and when—helps you manage agreements effectively throughout their lifecycle.

Actions Menu Overview

How to access actions:

• From list view: Click ⋮ (three dots) or Actions button on agreement row
• From agreement details page: Actions dropdown in header or sidebar

Actions change based on status:
Draft agreements have different options than Pending or Signed ones.

Draft Agreement Actions

Available actions when agreement is in Draft status:

1. Edit

What it does:
Opens agreement editor, allowing you to modify content, add/remove sections, adjust settings.

Use when:

• Building new agreement
• Fixing errors before sending
• Updating client details

How to:

1. Click Edit
2. Make changes
3. Save

See Creating Your First Agreement.

2. Preview

What it does:
Shows client-facing view of agreement without finalizing.

Use when:

• Checking formatting
• Spotting missed placeholders
• Seeing what client will see

How to:

1. Click Preview
2. Review layout and content
3. Return to editing if changes needed

3. Finalize

What it does:
Changes status from Draft to Pending. Makes agreement accessible to client via public link. No email sent.

Use when:

• Agreement is ready
• You’ll share link manually (text, chat, etc.)
• Linked to proposal (proposal sends email)

How to:

1. Click Finalize
2. Status → Pending
3. Copy public link and share

See Sharing Agreements with Public Links.

4. Finalize and Email

What it does:
Changes status to Pending AND sends email to client with agreement link.

Use when:

• Agreement is ready
• You want professional email delivery
• Client expects email notification

How to:

1. Click Finalize and Email
2. Compose email message
3. Send
4. Status → Pending, client receives email

See Sending Agreements to Clients via Email.

5. Delete

What it does:
Permanently removes agreement from your account.

Use when:

• Agreement created by mistake
• Test agreement no longer needed
• Duplicate you don’t want

Warning:
Cannot be undone.

How to:

1. Click Delete
2. Confirm deletion
3. Agreement removed

6. Duplicate

What it does:
Creates a copy of the agreement in Draft status with same content and settings.

Use when:

• Need similar agreement for different client
• Want to create variation of existing agreement
• Reuse structure for new project

How to:

1. Click Duplicate
2. New Draft agreement created
3. Edit copy as needed (change client, details)
4. Save and finalize

Benefit:
Faster than creating from scratch or template.

Pending Agreement Actions

Available actions when agreement is Pending (sent to client, awaiting signature):

1. View

What it does:
Opens agreement in read-only mode. Shows current content and signature status.

Use when:

• Reviewing what client sees
• Checking if client has signed
• Verifying content

How to:

1. Click View
2. Browse content
3. See signature section (empty if not signed yet)

2. Copy Link / Share

What it does:
Copies public agreement URL to clipboard.

Use when:

• Client lost original email
• Sending link via text or chat
• Sharing for client’s records

How to:

1. Click Copy Link or Share
2. Paste link into message
3. Send to client

See Sharing Agreements with Public Links.

3. Resend Email

What it does:
Sends another email to client with agreement link. Same link, new email.

Use when:

• Client didn’t receive original email
• Following up after several days
• Client lost the email

How to:

1. Click Resend or Send Again
2. Optionally edit email message
3. Send
4. Client receives new email with same link

Note:
Does not create duplicate agreement—just resends access to same one.

4. Recall

What it does:
Changes status back to Draft. Client loses access to agreement. Allows editing.

Use when:

• Spotted error after sending
• Client requested changes before signing
• Need to add or remove clauses

How to:

1. Click Recall or Recall to Draft
2. Confirm action
3. Status → Draft
4. Public link deactivates
5. Edit agreement
6. Re-finalize and resend

Important:
Notify client: “I’m making a quick update and will resend shortly.”

See Managing Agreement Status Transitions.

5. Cancel

What it does:
Changes status to Cancelled. Client cannot sign. Agreement remains for records.

Use when:

• Client declined
• Deal fell through
• No longer needed

How to:

1. Click Cancel
2. Confirm action
3. Status → Cancelled
4. Public link shows “Agreement cancelled”

Note:
Cannot be undone. Create new agreement if needed later.

6. Duplicate

Same as Draft: Creates copy in Draft status for reuse.

Signed Agreement Actions

Available actions when agreement is Signed (client completed signature):

1. View

What it does:
Opens agreement in read-only mode. Shows content with signature.

Use when:

• Reviewing signed agreement
• Verifying signature details
• Checking terms for project execution

2. Download PDF

What it does:
Generates and downloads PDF of signed agreement.

Use when:

• Keeping records
• Sharing with accountant or lawyer
• Printing for physical files
• Sending copy to client

How to:

1. Click Download PDF
2. PDF opens or downloads to device
3. Save or print

PDF includes:

• Full agreement content
• Client signature
• Legal name
• Date signed
• Your branding

3. Copy Link / Share

Same as Pending:
Copies public link. Client or others can view signed version (read-only).

4. Cancel

Rare action on signed agreements.

What it does:
Changes status to Cancelled even after signature.

Use when:

• Agreement signed in error
• Legal issue requires voiding
• Project cancelled after signing

Important:
Cancelling in system does not void legal signature. Consult lawyer if needed.

5. Duplicate

Same as Draft/Pending: Creates Draft copy for reuse.

Cancelled Agreement Actions

Available actions when agreement is Cancelled:

1. View

Read-only access to cancelled agreement content.

2. Delete

Permanently removes cancelled agreement from account.

Use when:

• Cleaning up old cancelled agreements
• Test agreements no longer needed

Warning:
Cannot be undone.

3. Duplicate

Creates Draft copy if you want to reuse content with new client.

Bulk Actions

If supported:
Select multiple agreements and perform actions on all at once.

Common bulk actions:

• Delete multiple Draft or Cancelled agreements
• Export selected agreements
• Tag multiple agreements
• Archive old agreements

How to:

1. Check boxes next to agreements
2. Click Bulk Actions or actions dropdown
3. Select action
4. Confirm

Use case:
Delete 10 test agreements at once instead of one-by-one.

Agreement Actions Summary Table

* Can delete after cancelling

Quick Actions from List View

Without opening agreement:

• View: Quick preview
• Edit (Draft only)
• Finalize or Send (Draft only)
• Copy Link (Pending/Signed)
• More actions (⋮): Full actions menu

Saves time:
No need to open details page for simple operations.

Keyboard Shortcuts (if supported)

Speed up actions:

• E: Edit (Draft)
• P: Preview
• S: Send/Finalize
• D: Duplicate
• Del: Delete (Draft/Cancelled)

Check Help > Keyboard Shortcuts for full list.

Best Practices for Agreement Operations

✅ Preview before finalizing: Catch errors in Draft stage.

✅ Use Duplicate for similar agreements: Faster than creating from scratch.

✅ Recall immediately if you spot errors: Don’t wait—fix and resend.

✅ Download signed PDFs promptly: Keep records in case of system issues.

✅ Cancel unused agreements: Don’t leave old Pending agreements cluttering list.

✅ Delete only test agreements: Keep real client agreements for legal/audit trails.

✅ Use bulk actions for cleanup: Delete multiple test drafts at once.

Common Questions

Can I edit a Pending agreement?
No. Recall it to Draft first, then edit.

What’s the difference between Cancel and Delete?
Cancel marks agreement as terminated (keeps record). Delete permanently removes it.

Can I undo a cancellation?
No. Duplicate the agreement and create a new one if needed.

What happens to the client link when I recall?
Link becomes inactive or shows “Under Revision.”

Can I resend a signed agreement?
Not typically. Client already signed. Copy link if they need access again.

Why can’t I delete a Pending agreement?
System prevents accidental deletion of sent agreements. Cancel first, then delete.

Can clients see my action history?
No. Actions are internal to your account.

What if I duplicate a signed agreement?
Creates Draft copy without signature. You’re starting fresh for a new client.

Can I batch finalize multiple drafts at once?
Depends on system. Check for bulk actions.

How do I see who performed an action?
In team accounts, activity log may show user names. Check agreement history or audit log.

Related Articles

• Managing Agreement Status Transitions
• Searching and Filtering Your Agreements
• Creating Your First Agreement
• Understanding Agreement Statuses and Workflow