Contract Lifecycle
Contracts go through several stages from creation to completion.
Status flow
Section titled “Status flow”Draft → Published/Shared → Filled Out/Signed → LockedThe contract has been created but not yet sent to the customer. It can be freely edited.
Published/Shared
Section titled “Published/Shared”The contract has been published and a link is available. The customer can access it with an authentication code.
Filled Out
Section titled “Filled Out”The customer has submitted the contract with all required fields completed and signatures provided.
Overdue
Section titled “Overdue”A contract is overdue when the fillout deadline has passed and the customer hasn’t submitted yet.
Locked
Section titled “Locked”After submission, the contract enters lockdown mode. No further changes can be made.
Deleted
Section titled “Deleted”Soft-deleted contracts can be restored.
Contract detail page
Section titled “Contract detail page”The contract detail page has two views:
Info page
Section titled “Info page”- Contract name and sequence number
- Customer card (tappable to navigate to customer profile)
- Appointment card (if linked to an appointment)
- Signed document section with PDF download link and fill date
Preview page
Section titled “Preview page”Read-only rendering of all blocks with filled-in values — showing exactly what the customer submitted.
Actions
Section titled “Actions”- Share — Publish and share via the native share sheet
- Edit — Modify contract details (before submission)
- Delete / Restore — Soft-delete and restore