Contracts & Lead Forms

Contracts let you create, send, and collect legally binding e-signatures from clients without leaving Growstack CRM. Lead Forms let you embed a capture form on any website and feed submissions directly into your CRM leads.

Table of Contents

1. Contracts
2. Lead Forms

Contracts

Overview

A Contract in Growstack CRM tracks a formal agreement with a client. The workflow is:

1. Admin creates the contract and links it to a contact
2. Admin sends the contract (marks it as Sent — optionally sends signing link by email)
3. Client opens the public signing page and adds their signature
4. Contract is marked Signed with a timestamp and audit record

Accessing Contracts

Admin Panel → Contracts (/admin/contracts)

Contract Statuses

Creating a Contract

1. Go to Contracts → New Contract
2. Fill in:
   • Subject — short title (e.g., "Service Agreement — Acme Corp")
   • Client — linked contact
   • Contract Value — optional monetary value
   • Content — full contract body (rich text / HTML)
   • Valid Until — optional expiry date
3. Click Save (contract is created in Draft status)

Sending for Signature

1. Open the contract
2. Click Request Signature
   • Generates a unique public signing URL
   • Optionally sends an email to the client with the link
3. Or click Mark as Sent to manually record that you shared the link another way

The signing URL has the format: https://yourdomain.com/contracts/{token}/sign

This URL does not require authentication — share it directly with the client.

Client Signing Flow

1. Client opens the signing link
2. They review the contract content
3. They enter their name and draw or type their signature
4. They click Sign
5. The contract is marked Signed with timestamp and IP address recorded

Marking as Signed (Manual)

If you collected a wet signature outside the system, use Mark as Signed in the admin panel to update the status manually.

Permissions

Lead Forms

Lead Forms are embeddable web forms you can place on any external website. When a visitor submits the form, a new Lead is created automatically in Growstack CRM.

Overview

Each form has:

• A public hosted page (/lf/{key}) you can link to directly
• An embed snippet (one <script> tag) you can paste into any website
• Configuration for field visibility, pipeline, stage, and owner assignment

Accessing Lead Forms

CRM → Lead Forms (/admin/crm/lead-forms)

Creating a Lead Form

1. Click New Form
2. Configure:
   • Name — internal label
   • Description — optional notes
   • Active — toggle off to stop accepting submissions
3. Set Lead Assignment:
   • Pipeline — which pipeline to assign new leads to
   • Stage — which stage new leads start at
   • Owner — which sales rep owns new leads (or leave blank for round-robin via Workflows)
4. Configure Form Fields — choose which standard fields to show and which are required
5. Click Save

Embedding on a Website

After saving, open the form and copy the embed snippet:

<script src="https://yourdomain.com/lf/{key}/embed.js" async></script>

Paste this anywhere in your website's HTML. The form renders inline where the script tag is placed.

Direct Link

Share the hosted form URL directly:

https://yourdomain.com/lf/{key}

This opens a standalone page with just the form — useful for email campaigns, QR codes, or social links.

What Happens on Submission

1. A new Lead is created in CRM with the submitted data
2. Source is set to Lead Form with the form name recorded
3. The lead is assigned to the configured pipeline, stage, and owner
4. Any Automation Workflows with the form.submitted trigger fire immediately

Submissions Inbox

View all submissions for a form on the form's detail page in the admin panel.

Rate Limiting

Form submissions are rate-limited to 5 per minute per IP address to prevent spam.

Disabling a Form

Toggle the Active switch on the lead forms list to disable a form. Disabled forms return a "Form not available" message to visitors — no leads are created.

Related Documentation

• Leads & Deals
• Automation Workflows — Auto-process form submissions
• Reports & Integrations — API and webhooks

Last updated: June 2026