Post-Signature Actions
When contracts are signed in Readybuild, the system automatically performs several critical actions based on the signature status and contract type. Understanding these actions helps you manage the transition from proposal to active project.
Signature Stages
Readybuild tracks two key signature milestones:
- All Clients Signed - All customer signees have signed, but company signee(s) have not yet counter-signed
- Fully Executed - All parties (both clients AND company signees) have signed the contract
The contract is not considered complete until it reaches the Fully Executed stage.
When Clients Sign
When all client signees complete their signatures:
- Notifications sent to company signees and relevant team members
- Company signees prompted to counter-sign (if required by contract configuration)
- Contract status updates to "All Clients Signed"
- No project changes yet - contract is not fully executed until company signs
This intermediate stage allows your team to review client-signed contracts before finalizing.
When Fully Executed
Once ALL parties have signed, Readybuild automatically performs these actions:
| Action | Description |
|---|---|
| Estimate Locked | Linked estimate locked for production - no changes without change order |
| Project Marked Sold | Project stage changes to Won (if configured) |
| Sold Amount Set | Project sold amount set from linked estimate total |
| Invoices Created | Invoices generated based on payment schedule |
| Workflows Triggered | Any configured automation rules execute |
| Notifications Sent | Team members notified of new sale |
These actions ensure your project transitions smoothly from proposal to active work.
Contract Type Behavior
Different contract types trigger different automatic actions when fully executed:
| Contract Type | Locks Estimate | Creates Invoices | Marks Sold |
|---|---|---|---|
| Project Proposal | Yes (production) | Yes | Yes |
| Design Services | Yes (design) | No | No |
| Deposit Agreement | No | No | No |
| Change Order | Yes | Yes | Updates totals |
Project Proposals trigger the full suite of actions, converting a prospect into an active project. Change Orders update existing project totals and create additional invoices.
Understanding Sold Amount
The sold amount on a project represents the total contract value:
- Initial contract: Sold amount equals the linked estimate total
- Change orders: Sold amount is updated by adding the change order value to the original
- Multiple contracts: Each fully executed contract affects the final sold amount
- Reporting: Sold amount is used for revenue projections and sales analytics
This amount is locked once the contract is signed and can only be changed through formal change orders.
Automatic Invoice Creation
When a contract is fully executed, Readybuild creates invoices based on the payment schedule:
- Deposit invoice: Created and marked due immediately (if deposit exists)
- Progress payments: Invoices scheduled for milestone completion dates
- Final payment: Invoice scheduled for project completion
- Invoice amounts: Based on percentages defined in payment schedule
After creation, you can manage these invoices in the Client Invoicing section.
Note: Design Services and Deposit Agreement contracts do not automatically create invoices.
Workflow Automations
Readybuild can trigger workflow automations when contracts reach the Fully Executed stage:
Common automations include:
- Creating production tasks and schedules
- Sending welcome emails to clients
- Notifying production managers of new projects
- Moving projects to production stages
- Generating required permits or documents
Configure these automations in Workflows to standardize your post-sale processes.
Next Steps
After a contract is fully executed:
- Review invoices - Verify payment schedule invoices were created correctly
- Check project status - Confirm project moved to appropriate stage
- Verify sold amount - Ensure total reflects the contract value
- Monitor workflows - Check that automation tasks completed successfully
- Begin production - Start scheduling and assigning work
The contract is now locked, and any changes require a formal change order process.