Frequently Asked Questions

I am getting a “HelloSign” error when sending a Contract

• What Email Address are you sending to?
  • The most common cause is if you try to “Sign and send” a contract to your own email address.
  • This error is caused because the service (HelloSign) wants to prevent fraudulent attempts to sign on behalf of other people by sending contracts to your own email address to sign.
  • Your recipient (Client) must have a different email address than your own. You can access your profile to know which email address you are using here: https://app.gethearth.com/dashboard/profile
• Attachment Size
  • HelloSign limits attachments to be a max of 40MB total (for all attachments)

How to Send a Contract

1. From your main dashboard, click on "Send New” in the top right corner. Select “Send contract” from the drop down menu.

   

2. Enter the customer's name, phone number and email or choose "+Existing client" if they have already entered their information before (from a financing or payment request) A personalized message can also be added here.

   

3. Under contract details a job description can be added. Select a due date for the contract signature and attach any files or additional provisions if needed.

1. Payment details can be added and optionally can trigger a payment request upon signature (for a deposit for example)

1. Choose to send via text, email or both then click "Preview"

   

2. The preview will show the full contract. They can download as a PDF or go back to edit information. If everything is okay, click "Sign and send Contract" ******