When a quote is ready to become a real, signable agreement, Eano gives you a full contract editor — and then lets your client sign it without ever leaving the platform. No exporting to a separate signing tool, no chasing PDFs through email, no copy-pasting the same boilerplate into every new job. You write the contract once, drop in fields that fill themselves with the right project details, and send it off to sign.
This article walks through the whole path: opening the editor, inserting dynamic fields so your contracts fill themselves in, saving a default you can reuse, reviewing before you send, and signing right inside Eano.
Why This Matters
Two things slow contractors down at signing time. The first is retyping — the same terms, the same payment language, the same company details, manually pasted into every contract, with the client’s name and project address swapped in by hand (and occasionally wrong). The second is the back-and-forth of an outside signing tool: send to one service, wait, download, file it somewhere. Eano collapses both. Dynamic fields handle the retyping and the swap-ins automatically, and in-app signing keeps the whole thing — draft to signature to filed contract — in one place where everyone can find it.
Opening the Contract Editor
Open an opportunity in Eano Pro.
Look in the top-right corner — the Preview and Finalize Quote buttons sit there on every tab.
Click Finalize Quote, clear any pre-send items the quick check flags, then click Preview and Send Quote.
That opens the contract editor, where your contract is laid out and ready to edit. What you see here is what your client will see — the editor, the client’s view, and the final PDF all render consistently, so there are no surprises between drafting and delivery.
Inserting Dynamic Fields
Dynamic fields are the heart of a reusable contract. Instead of typing “123 Main Street” or your client’s name into the body, you drop in a placeholder, and Eano fills it with the real value for that project. Write the contract once with placeholders, and every future contract built from it fills itself in.
To insert one while editing:
Place your cursor where the value should appear.
Type @** to open the variable list, or click Insert Variable** in the editor toolbar (both open the same menu).
Pick the field you want.
The values you can drop in include:
Client details — the client’s name and email, and the signer text for multi-party contracts.
Project details — the project address, city, and state.
Your business details — your company name, license, and email.
Pricing — the total contract price.
Dates — the day, month, and year, in a range of formats.
Insurance — your insurance company’s name and phone, when you’ve got them on file.
Each of these fills automatically from the project or opportunity, so the contract is always consistent with what’s in Eano — no mismatched names or stale addresses.
Saving a Default Contract to Reuse
Once you’ve shaped a contract the way you like it — your terms, your language, your dynamic fields in all the right places — you don’t have to rebuild it next time. Click Save as Default in the editor to make it your default contract. From then on, new contracts start from that version, with every dynamic field ready to auto-fill for the new project.
If you ever want to start clean, Reset to default contract brings you back to your saved baseline. Set it up thoughtfully once, and signing becomes mostly review-and-send from there on.
Reviewing Before You Sign
Before sending the contract out for signature, give it a once-over:
Read through the formatting and the terms.
Confirm the dynamic fields filled in correctly — the right client, the right address, the right total.
Make sure it’s genuinely ready to be signed.
Because the editor, the client view, and the PDF stay consistent, what you approve here is exactly what your client receives.
Signing Inside Eano
When the contract’s ready, you sign and send right from Eano — your client signs in their portal, no separate signing service required.
First, decide the signing order — who signs first, you or the client. This changes how the send works:
Client signs first. You send it over, your client signs, and it comes back to you to countersign. The send button reads Send Final Quote to Client.
You sign first (a pre-signed contract). You sign up front, then it goes to the client for their signature. If you’re the signer, the button reads Sign & Send to Client; the signing page opens right inside Eano so you can sign on the spot, no switching tools or digging through email. If someone else on your side is the designated signer, it goes to them instead (Send Final Quote to Signer Email).
Once everyone has signed:
The completed contract is saved to the project.
All parties can access it from that same place — no hunting through inboxes for the final copy.
A Few Things Worth Knowing
What you see is what your client gets. The editor, the client’s view, and the PDF all render the same, so reviewing in the editor is reviewing the real thing.
Dynamic fields beat manual typing — every time. A field like the project address or client name pulls straight from the opportunity, so it can’t drift out of sync the way a hand-typed value can. Lean on them.
Your default is a starting point, not a cage. Saving a default speeds up every future contract, but you can still edit any individual contract freely before sending, and reset to your default whenever you want a clean slate.
Signing order is yours to choose per contract. Some teams always pre-sign; others always let the client go first. Set it to match how you work.
Frequently Asked Questions
How do I add a field that fills in automatically? While editing the contract, put your cursor where you want the value, then type @** or click Insert Variable** and choose the field — client name, project address, total price, date, and so on. It fills from the project automatically.
Can I reuse the same contract for every job? Yes. Build it once with dynamic fields, then click Save as Default. New contracts start from that version with the fields ready to fill in for each new project.
Does my client need a separate app or account to sign? No. Signing happens inside Eano — your client signs in their portal, and you can sign right in the app too. No external signing service to set up.
Who signs first? That’s up to you, set by the signing order. Either the client signs first and you countersign, or you pre-sign and send it to the client. Pick whichever fits the job.
Where does the signed contract go? It’s saved to the project once everyone has signed, and all parties can access it from there — no emailing copies around.
I’m not ready for a binding contract yet — can I get a soft approval first? Yes. On the Pro plan and above, you can send a non-binding initial proposal for your client to approve before you send the signable contract. See Sending an Initial Proposal Before the Final Contract.