loblolly

where the signed pdf lives — bullfrog

every signed contract files into bullfrog automatically with the customer's folder. the dragonfly contact card also shows it under files.

3 steps~2 min
  1. 1

    find it via the contract detail

    the contract detail page has a "download signed pdf" button. takes you straight to the bullfrog file.

  2. 2

    or open bullfrog directly

    every signed contract gets tagged to the customer's email. their bullfrog folder shows the pdf next to anything else you've shared with them.

  3. 3

    or pull it from dragonfly

    the customer's dragonfly profile lists the file under their files section. one click downloads.

    tip

    the signed pdf is the legal artifact — it has the body, the signature line, the recipient's typed name, the timestamp, and the audit trail rendered as a final page. that's what would hold up if it ever went to court.

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