A contract is the agreement you and your client sign before the job: what you'll do, when, for how much, and the rules for both sides. In Mosaii.co you write it once as a template, create it for a project in one click, and send it as a link. The client reads it, fills in what you ask and signs on screen, from any device.

This guide shows you how to prepare a contract, what to ask the client to fill in, how to send it and what happens when it's signed.

Where contracts live

Open Money in the left bar, then the Contracts tab. Under it you can switch between two lists:

Contracts — every contract you've created, with its status: Draft, Sent, Signed or Declined.
Templates — the texts you reuse. Mosaii.co gives you a few ready-made ones, and you can write your own.

Start from a template

A template is the contract text you send to every client, with blanks that fill themselves in: the client's name, the project date, your studio's details.

Go to Money › Contracts › Templates.
Open a Mosaii.co template to read it. To change it, press Duplicate and edit: you get your own copy. Mosaii.co templates are read-only.
Or press New template to write one from scratch. Give it a name in the header, write the text and press Save.

Contracts you've already created stay as they are when you change a template.

Create a contract for a project

Every contract belongs to a project, so the client's details and the job's date are always the right ones.

Open the project and use the + next to Contracts in the Journey, or the Next move button. You can also press New contract in Money › Contracts and choose the project there.
In the New contract window, click a template. Yours come first, then the Mosaii.co ones. Or choose Blank contract.
The contract opens straight away as a Draft, with the client and project details already filled in.

Tip: if the client has accepted a quote, open it and choose Create contract from its ··· menu. The quote's summary, with items and amounts, is added at the end of the contract.

Adjust the text

The contract opens as a sheet you can edit like a document. Two buttons in the toolbar do the special work:

Automatic data — details that fill themselves in: the client's name, email and phone, the project's name, date, type and location, your studio's name, address and VAT number. Your custom fields for clients and projects are in the list too.
To fill in — blanks the client completes before signing (see the next section).

Switch to As the client sees it to read the contract with the real details in place, then back to Edit. Press Save when you're done. The Valid until date in the header is the last day the client can sign.

Ask the client to fill something in

Most contracts need at least a signature. You can also ask for a name, a date, a tick on the terms or a yes/no answer.

Click in the text where the blank should go.
Open To fill in and choose the type: Text field, Checkbox, Yes/No choice, Signature or Date.
Give it a Name (for example “I accept the terms”), switch on Required if the client must complete it, and press Create.

The header shows how many fields the client fills in, and how many are required, under Filled in by the client. Click it to see them all, rename them or remove them.

Tip: use a Yes/No choice when the client must answer one way or the other, for example “Can we publish the photos?”. Two checkboxes can't do that.

Send it for signature

When the contract reads well, send it.

Press Send for signature at the top of the contract.
Choose how:
- By email — Mosaii.co sends it to the client's address. You can check the subject and the text before pressing Send.
- Copy the link — you send the link yourself, on WhatsApp or anywhere.
- Add to portal — it appears in the client portal with a notification: no email, no link.
The status changes to Sent, with the date in Sent on.

How the client signs

The client doesn't need an account or a password. They open the link and:

Read the contract, with their details already in place.
Fill in the fields you added, for example a tick on the terms.
Draw their signature in the box, with a mouse or a finger. Clear starts it again.
Press Sign. The button only works when every required field is filled in.

When the contract is signed

The status becomes Signed, with the date in Signed on, and you get a “Contract signed” notification.
If the project was still open, it's marked as won and moved to the Production stage.
A signed contract is locked: nobody can change it any more. Press Open PDF to print it or save a copy.
Signed on paper? Open the sent contract and press Mark as signed.

Contracts you don't need to see any more can be archived from the ··· menu. You find them again in the Archived view of the list.

Good habits

Make your own templates. Duplicate a Mosaii.co one, adapt it once, and every new contract takes a click.
Use Automatic data instead of typing names and dates: they're always right, even when the project changes.
Always add a required signature. It's the clearest record that the client agreed.
Read it as the client sees it before sending.
Need a change after signing? Create a new contract and send it again: the signed one stays as a record.

See also Projects, Quotes and Client portal.