Find unsigned Dubsado contracts and draft reminders

1. On the Dubsado Projects page, click Display, choose Table, and turn on the Contract column under Shown in table to see each project's contract status at a glance.
2. Open a project, click View details, and check the Contract row of the Project info card; the Forms tab shows the same contract with its own status.
3. To nudge the client, select the contract in the Forms tab and choose Share > Send to email it again, or Share > Copy link to paste the link into your own message.
4. Countersignatures are separate: Forms > Action Required and the Waiting on You section of the Home page list contracts that need your signature.
5. After a signature, open the project and change its status from a lead status to a job status by hand. Each step lives on a different screen, so a quiet client or a forgotten countersign can sit for weeks.

Which contracts did I send that the client has not signed yet? Draft a short nudge for each, list the ones waiting on my countersignature, and move every project whose contract is signed to my "Booked" job status.

1. 01

   Split the two kinds of waiting

   list_forms with type contract returns three groups. Sent and viewed contracts wait for the client. Action required ones wait for you, and they go to a separate list with the project name, since Dubsado does not tell the client when you countersign.

2. 02

   Read the project before writing anything

   get_project gives the client, the project date and the proposal and invoice next to the contract. A contract for a date next month ranks above one for next year, and a project whose deposit is already paid is noted, because that client is likely to sign once reminded.

3. 03

   Skip what should not be chased

   Contracts sent in the last two days are left alone. A project with several contracts or a sub-agreement is reported for you to judge, since the second signer may be a different person from the client.

4. 04

   Draft, never send

   Each nudge is two or three sentences in your voice, naming the project and date, with a reminder that the link is in the earlier email. Cotlet has no tool that emails it, so you paste it into Dubsado or resend the contract there.

5. 05

   Move signed leads to the job status

   Completed contracts whose project is still in a lead status go to your job status, "Booked" here, with update_project_status. Projects already in a job status are skipped, which keeps the run from fighting a Flow that moved them first.

Waiting on the client (3):
"Acme rebrand", Design services contract, viewed, project date 3 Nov 2026. Draft: "Hi Dana, a quick nudge on the Acme rebrand contract so we can hold 3 November for you..."
"Grant headshots", Photography contract, sent 6 Oct, not opened yet.
"Lopez wedding", contract plus a sub-agreement for the venue; check who still has to sign.
Waiting on you: countersign "Nair wedding" (client signed 10 Oct).
Moved to Booked: "Spring brand shoot" and "Kim family session" (contracts signed this week).

• A Dubsado contract takes one client signature; when two people must sign, each extra signer gets a sub-agreement.
• Once any signature is on a Dubsado contract, the client's or yours, it locks and cannot be edited; changes go into a sub-agreement or a new copy that is signed again.
• Dubsado emails the client a copy of the signed contract automatically and this email cannot be turned off, while countersigning sends the client nothing.
• Dubsado's Flow trigger "after the contract is signed" watches the client signature only and ignores sub-agreements, and resending a form resets every "not completed" timer watching it.
• Archiving a Dubsado project in a lead status closes its open invoices, while archiving a job-status project leaves them open, so a signed client still parked in a lead status should be moved before any cleanup.

update_project_status changes only your own Dubsado data and reach no one else, so it runs without asking first.

Sources: Dubsado Help: Send a contract · Dubsado Help: Countersign a contract or sub-agreement · Dubsado Help: Flow triggers, client progress · Dubsado Help: The Projects page · Dubsado Help: Set an expiration date on a form

curl https://cotlet.dev/api/v1/dubsado/list_forms \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type":"contract","status":["sent","viewed","action_required"]}'

{
  "forms": [
    {
      "form_id": "frm_a4410c7e",
      "project_id": "prj_8e15c3a2",
      "project_title": "Acme rebrand",
      "type": "contract",
      "name": "Design services contract",
      "status": "viewed"
    }
  ],
  "next_cursor": null
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is dubsado_list_forms. Example data.

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