After insurance is approved, the vendor reaches Sign Contract. Here you assemble the Independent Contractor Agreement (ICA) and Scope of Work (SOW), send them for e-signature, and record the executed documents.
The Contract Overview screen
What you're looking at
- Independent Contractor Agreement fields. Contractor Legal Name, Contractor Address, List of Services / Scope of Work, and Rate / Fee Structure — the values that populate the agreement.
- Generate Draft. Builds a preview of the combined ICA + SOW on the right so you can check it before sending.
- Confirm. Checkboxes for Pricing confirmed and Scope of work confirmed, plus the reviewer who confirmed.
- Signature. Send for Signature dispatches the agreement via DocuSign to the vendor's contact and the internal authorized signer.
Happy path
- Fill in the legal name, address, scope, and rate.
- Click Generate Draft and review the ICA + SOW preview.
- Tick Pricing confirmed and Scope of work confirmed and enter the confirming reviewer.
- Click Send for Signature.
- After both parties sign, upload the executed ICA and SOW to the vendor's Documents to complete the stage.
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✉️
This step sends email. Send for Signature triggers a real DocuSign envelope to the vendor and the internal signer. Only send when the draft is final. Use Resend if it's lost, or Void to cancel an envelope.
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🕒
The Authorized Signer is emailed after the vendor signs, not at the same time. The envelope routes in order — vendor first, Freedom Power second — so if the internal signer hasn't received anything yet, the vendor most likely hasn't signed yet. That is normal, not a missing email.
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When a send doesn't go out
A send can fail at DocuSign's end — for example when the integration key is missing its consent grant. The portal now tells you when that has happened rather than reporting a success.
- Check the message after you click. A successful send confirms the contract went out via DocuSign. If DocuSign refused it, the message says so instead — nobody has been asked to sign, and the contract still needs to go out.
- The warning persists. Because a toast disappears after a few seconds, the sent-contract card also shows a standing warning and a DocuSign status row whenever no envelope exists. If you come back to the page later and see that warning, the signature request never left.
- What to do. Click Resend and check the result. If it keeps failing, the DocuSign account itself needs attention (usually a one-time consent grant for the integration key) — that is an account fix, not something to work around by re-sending repeatedly.