Send a contract
- Open the contract summary.
- Click Send contract. On an earlier contract, use the send button shown on its summary.
- Choose the recipients and sender.
- Review the subject and message.
- Keep the contract review button in the message. Neptune will ask you to add it if it is missing.
- Add any allowed brochures or documents if required.
- Send the message.
The current flow sends the contract PDF and any selected supporting contract documents, then returns to the contract summary. A sent contract can be opened and signed through the customer-facing review page.
Open from the client portal
Eligible sent contracts also appear on the client’s Home and Documents pages. The portal opens the contract in a new Gateway tab for review and signature. The contract email keeps its direct secure review link; sending it alone does not automatically grant portal access.
To give a contact portal access, grant access on the customer record or email a portal link. See Open and sign contracts and variations.
Customer review and signature
The customer opens the contract from the review button in the email. The customer-facing page takes them through the available sections, which can include Contract, Terms, separate supporting documents, Payment, Checklist, and Sign.
To accept the contract, the customer:
- Reviews the contract, terms, payment details, and each included document.
- Signs each separate document when the contract includes document types that require their own signature. Earlier contracts can instead require signatures for approvals, supply, or landscaping sections when those documents are included.
- Completes every item on Checklist, when your organisation has configured one.
- Opens Sign, types their full name, and acknowledges the contract and terms.
- Clicks Accept Contract.
Only the customer using the secure review link can complete the signature. For a current contract, opening a sent contract changes its status to Viewed. Successful acceptance changes the contract to Signed, stores the signature details, and notifies the consultant. Earlier contracts also change to Signed after successful acceptance, but continue to use their existing review experience.
If a signed contract was completed outside Neptune, open the actions menu and choose Mark as signed. Use this only when you have confirmed that the signed document is valid.
Continue to invoices or a Job
If Invoices is enabled for your organisation, a signed current contract can show suggested invoices under its Invoices tab. Review each suggestion before selecting Create invoice. See Invoices.
Signing a contract does not create a Job automatically. When your team is ready to hand the customer into delivery, open the customer and choose New → Job. If Work Orders are enabled, link the proposal and optionally the contract in the Job details. See Jobs and Work Orders.