You sent a contract and then caught a problem — wrong term, a stale rate, a typo in the signer's email, or the customer asked for a different supplier. You don't need to start a new contract and leave the old one hanging. Broker Forge edits and resends in place.
Two flows, picked automatically
The platform looks at the contract's current status and chooses the right behavior:
- Edit & resend — the contract is still
pendingorsent(not signed yet). The same record is reused: you change what's wrong and a fresh signing link goes out. - Replace & resend — the contract is already
signedoractive. A corrected replacement is drafted on a new record and sent for signature. The original signed contract stays valid the whole time and is only marked superseded once the replacement is signed — so there's never a gap with no agreement in force, and an already-executed document is never voided.
The rate, term length, and supplier on a contract are locked to the quote option you picked. To change any of them, you re-pick a different option on the quote — you can't free-type a new rate onto the contract. This is deliberate: it keeps what the customer signs identical to what you quoted.
Step-by-step
Open the contract
Find it on the customer record or at Contracts → In flight. Open it and choose Edit & resend (or Replace & resend if it's already signed).
Change the terms — re-pick the quote option
To change rate, term, or supplier, select a different quote option in the send modal. That option becomes the contract's terms; the document fields re-fill from it. If the option you need doesn't exist yet, add it on the quote first.
Fix the customer or signer details
For contact changes — name, email, phone, billing address — use Edit Customer on the customer record. The contract is sourced live from the customer row, so corrected details flow into the resend automatically.
Resend
Confirm the send. On Edit & resend the customer gets a new link on the same contract. On Replace & resend a new corrected contract goes out for signature while the old signed one stays in force — it flips to superseded automatically once the replacement is signed. Either way the in-flight view reflects the latest state.
Tips & gotchas
When you change the quote option, confirm the supplier and rate on the review screen before sending. Re-picking the option is what drives the contract's supplier — skip it and the resend keeps the original terms.
A replaced contract isn't deleted — it's marked superseded and stays on the record. You can always see which version a customer signed and when it was replaced.
Resending doesn't relax REP validation. If the LOA legal name doesn't exactly match the entity on the bill, the REP rejects it — same rule as a first send. See Sending contracts for e-signature.