Alpha Contracts
Parametrised contract templates, issued per deal and signed on a public page
Contracts
A contract in Alpha is a template with placeholders, filled in per deal and issued to one customer at one price. The customer opens a private link, reads what they are agreeing to, and signs, by typing their name, drawing a signature, or both.
Templates
Open CRM → Contract templates.
| Field | Notes |
|---|---|
| Name | How the template is picked when issuing |
| Body | HTML with {{placeholders}}: anything between double braces is replaced per deal |
| Signature statement | Shown above the signature field: what the signer is agreeing to |
| Active | Inactive templates stay available on contracts already issued but cannot be chosen for new ones |
One parametrised template beats a folder of near-identical documents: any term or price is supported without adding a file, and there is one place to change when the wording changes.
Where the legal text genuinely differs (a twelve-month commitment versus a rolling monthly one, with different cancellation terms), make that a separate template rather than a branch inside one.
The template body is HTML written by an administrator and is rendered as such. The values filled into placeholders are escaped, because they come from whoever closed the deal and are data, not markup.
Unresolved placeholders
A placeholder with no value is left visible in the document and logged, rather than blanked. A contract that visibly still has a gap is better than one quietly missing its price.
Issuing a contract
Contracts are usually issued together with a payment link from a won appointment. You pick the template, the values, and Alpha generates the document and a one-time access link.
The link is stored only as a hash. A database leak does not produce a signable URL, and the link cannot be recovered after issuing; reissue instead.
What the customer sees
The public page shows the rendered contract, the signature statement, and a signing area. Signing records the typed name, the drawn signature as an image, the timestamp and the originating IP.
A customer can also decline, with a reason.
Sending
A contract prepared alongside a payment is not sent when the deal is agreed; it is released automatically when the payment is confirmed. A contract that goes out before the money does is one you cannot easily walk back.
Withdrawing
A contract that has not been signed can be withdrawn. Its link stops working immediately, so a superseded offer cannot be accepted from an old email.
A signed contract cannot be withdrawn.
This happens automatically when a plan is renegotiated; see Payments.