Stageory

Create & send an agreement

Send a contract for e-signature and track it to signed — a four-step wizard, all inside the project.

  1. 1

    Open the project

    Start from the project.

    • Navigate to Management System → Projects in the left sidebar.
    • Click the project row to open its details page — where agreements, contacts, invoices, and activity live.
    The Projects list with a project row to open
  2. 2

    Open the project details page

    The project workspace.

    • You land on the project workspace.
    • From here you manage inventory, contacts, calendar, invoices, agreements, and activity.
    The project details workspace with its tabs
  3. 3

    Open the Agreements tab

    Where documents get signed.

    • Select the Agreements tab from the project navigation.
    • This section prepares documents, collects signatures, and tracks status.
    The project "Agreements" tab
  4. 4

    Create a new agreement

    Start the e-sign workflow.

    • Click New Agreement.
    • Stageory guides you through a four-step e-signature process.
    The Agreements tab with the "New Agreement" button
  5. 5

    Add agreement signers

    Step 1 — Signees.

    • In Step 1, click Add Contact to pick the people who need to sign.
    • Signers are usually homeowners, realtors, property managers, or other project stakeholders.
    The Signees step with the "Add Contact" button
  6. 6

    Assign contact roles

    Role, primary, notes.

    • Select an existing contact and assign the appropriate role.
    • Optionally mark them as the primary contact, add project-specific notes, and define responsibilities.
    The add-contact panel with role, primary, and notes fields
  7. 7

    Select the signers

    Choose who signs.

    • Search for and choose the contacts who need to sign the document.
    • Add multiple signers when required.
    The contact search with signers being selected
  8. 8

    Confirm the signer list

    Review, then continue.

    • Review the selected signers.
    • Once at least one signer is added, click Next.
    The confirmed signer list with the Next button
  9. 9

    Upload agreement documents

    Step 2 — Documents.

    • In Step 2, click Add Files to upload the agreement.
    • PDF only · up to 10 files · max 25 MB per file.
    The Documents step with the "Add Files" uploader
  10. 10

    Review uploaded documents

    Check the files.

    • Verify the correct files uploaded; add or remove PDFs as needed.
    • Click Next when ready.
    The uploaded document list before continuing
  11. 11

    Configure signature placement

    Step 3 — Place fields.

    • In Step 3, click Open Placement Editor.
    • Define where signatures and dates should appear in the document.
    The "Open Placement Editor" control on the Place-fields step
  12. 12

    Review agreement details

    Step 4 — Title, type, pricing, message.

    • Enter a clear Agreement Title (e.g. Home Staging Agreement).
    • Pick the Agreement Type: Proposal, Contract, Change Order, Estimate, or Other.
    • Optionally add Total Price / Amount Due Now, and a Signer Message recipients see before signing.
    The Review & send step with title, type, pricing, and message
  13. 13

    Send the agreement for signature

    Deliver and track.

    • After reviewing everything, click Save & Send.
    • Stageory delivers it to all signers, tracks signature progress, records activity, and stores the completed agreement in the project.
    The Review & send step with the "Save & Send" button

Tips

  • Signing runs through BoldSign — signers get an emailed link and the status updates here automatically.
  • A signer must have an email on file — add one on the contact first if someone's missing from the list.
  • Use a clear, specific Agreement Title — it's what the client sees in their inbox.

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