FreshBooks · Zignature Integration

FreshBooks +
Zignature E-Signatures

Connect FreshBooks to Zignature to send signed service agreements before invoicing, and trigger document signing from client creation events.

Free plan available · No credit card required · ESIGN Act compliant

Pre-invoice
Sign before billing
Auto
Client event triggers
SOC 2
Type II certified
Zapier
& API ready
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Pre-Invoice Signing

Get Signed Agreements Before Sending FreshBooks Invoices

Protect your revenue — require clients to sign your service agreement or project SOW before the first FreshBooks invoice is sent. Zignature and FreshBooks together create a sign-then-invoice workflow.

  • Sign before invoice — Client signs service agreement before invoice is generated or sent.
  • Retainer agreements — Monthly retainer signed before recurring FreshBooks billing starts.
  • Project SOWs — Scope of work signed before project invoice milestones are created.

Get Signed Agreements Before Sending FreshBooks Invoices

Signed service agreement gate before first FreshBooks invoice is issued.

Included on all plans
Client Events

New FreshBooks Client → Contract Sent Automatically

When you create a new client in FreshBooks, Zignature automatically sends their service agreement and NDA — pre-filled with client name and contact details from FreshBooks.

  • New client trigger — Client created in FreshBooks → engagement letter sent automatically.
  • Contact data auto-fill — Client name, email, and company populate the document template.
  • Project-based triggers — New FreshBooks project → SOW sent to client for signature.

New FreshBooks Client → Contract Sent Automatically

New FreshBooks client creation triggers automatic engagement letter dispatch.

Included on all plans
Freelancer Ready

Professional Contracts for FreshBooks Freelancers

FreshBooks is built for freelancers and small agencies. Zignature gives your client relationships the professional, legally-binding contract foundation they deserve — without enterprise complexity.

  • Freelance contracts — Service agreements, NDAs, and project terms in one signing flow.
  • Payment terms — Signed payment terms acknowledgement reduces late payment disputes.
  • Client portal — Branded signing pages carry your freelance brand — not a generic tool.

Professional Contracts for FreshBooks Freelancers

Simple, professional contract signing purpose-built for freelancers and agencies.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect FreshBooks & Zignature

Link via Zapier — authenticate both apps in minutes.

2

Set trigger events

Choose new client, new project, or new invoice as the trigger.

3

Client receives contract

Engagement letter or SOW sent automatically with your branding.

4

Invoice after signature

Invoice sent once signing is complete — protected revenue flow.

Connect FreshBooks to Zignature Today

Free trial — no credit card required.

Frequently Asked Questions

Everything you need to know.

How do I connect FreshBooks to Zignature?

Connect via Zapier using FreshBooks triggers (new client, new project, new invoice) to fire Zignature document dispatch. The integration requires no coding — configure in the Zapier dashboard in minutes.

Can I require a signed service agreement before the first FreshBooks invoice?

Yes. The workflow is: client created in FreshBooks → Zapier triggers Zignature to send service agreement → client signs → Zapier confirms completion → invoice sent from FreshBooks. This protects you from billing disputes.

What FreshBooks data auto-fills Zignature document templates?

Client name, email, company, address, and project name from FreshBooks can map to Zignature template variables via Zapier field mapping.

Does Zignature work for FreshBooks freelancers, not just agencies?

Yes. Zignature's starter plan is affordable for solo freelancers. The FreshBooks integration via Zapier provides the same automated contract workflow whether you have 1 client or 100.

Can I use Zignature for retainer agreements connected to FreshBooks recurring invoices?

Yes. Send the retainer agreement via Zignature before activating FreshBooks recurring billing. The signed agreement is the authorisation evidence for recurring charges — reducing chargeback risk.

Can signed contracts be attached to FreshBooks clients or projects?

Yes. Use Zapier to trigger a FreshBooks file upload action when Zignature signing completes — attaching the signed PDF to the relevant FreshBooks client or project record.