Coaching contract and e-signature software

Send the document, the other party signs it electronically on a dedicated signing page, and the signed result stays with the client record rather than in a separate inbox. There is no print-and-scan round trip and no extra e-sign tool to pay for. The agreement lives where the relationship does.

Work from contract templates instead of rebuilding the same agreement for every client. Set up the wording once, reuse it for each new engagement, and adjust where a specific client needs it. If you want to draft the wording first, the free coaching agreement generator is a good starting point, and the signed, tracked version then lives inside Exantur.

A solid coaching agreement usually sets out the scope of the engagement, the fee and payment terms, the session cadence and duration, a cancellation and rescheduling policy, confidentiality, and a clear statement that coaching is not therapy or advice. Under the GDPR it should also say how you handle the client's personal data. You do not have to draft all of that from a blank page: the free coaching agreement generator gives you a structured starting point, and you then tailor it to how you actually work.

The value of putting these terms in writing is that they prevent the awkward conversations later, the missed-session dispute, the misunderstanding about scope, the surprise over a fee. Signing at the start means both people agreed to the same thing while goodwill was high.

Each signature is recorded with an audit trail, the signer’s IP address, the browser they used and a content hash of what was signed, and the signed document is archived as a PDF in secure storage. If you ever need to show that a specific version was agreed to, the evidence is there rather than in a memory of an email thread.

Booking can be gated on a signed contract, so a first paid session is only scheduled once the agreement is in place. The paperwork stops being an afterthought chased down weeks later and becomes the clean first step of the engagement.

The contract is one step in a larger start. In practice it sits between the intake form the client completes and the first booking they make, so a new client moves from questionnaire to signed agreement to scheduled session without leaving the workspace. Because the signed document lands on the client record next to their intake, goals and notes, the whole beginning of the engagement is in one organized place rather than split across an inbox, a signing app and a calendar.

Signing happens in the same protected, EU-hosted environment as the rest of your documents, encrypted in transit and at rest, with row-level security controlling access. For agreements that carry personal and commercial terms, that is the environment the work requires rather than a generic file share.