Contracts app

The Contracts App makes it easy to prepare, sign, send, and manage all your eSignature contracts in one place.

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Internal user experience

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Views

Templates view Here you can see all the templates you have created and useful information for each, including:

• The number of open requests
• The number of submissions
• The date of the latest submission

To use an existing template, click on ⋯ and then Share. To create a new template click on New contract template. Template details view When you click on a contract template, you are taken to the template details view which has two tabs. The first tab is also called “Submissions and requests” but only shows submissions and requests for the specific contract template you clicked into. In addition, there are columns that represent data that was input on the particular contract. For instance, if a client inputs their address and phone number, there will be columns for each field. The second tab lets you edit the existing contract template. You can update the template’s name, remove fields, move fields, and add additional fields. However, you cannot rename fields. Submissions and requests view Here you can see submissions and requests across all contract templates, sorted by sent date. For each submission or request, you can see:

• Recipient
• Associated contract template
• Sent date
• Submission date
• Status (The status will always be Signed or Pending.)

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Creating a contract template and sharing it

When possible, you should always use an existing contract template rather than create a new one. Contract templates are highly configurable. To create a new contract template follow these steps:

1. Click on New contract template
2. Upload a .pdf file that represents the underlying contract template. You can click on Choose a file or drag and drop.
3. The template name will be auto-populated based on the file name, but you can edit it if you want to.
4. Add your blocks. See the table below to understand the differences.
5. Click on Create template.
6. Click on Share contract, add one or more clients, and then click on Send contract to confirm the contract request.
   When sending a contract, clients associated with companies will display the company name below the client name. Clients with multiple companies will appear once for each company. Select the clients based on which company or companies should receive the contract.

Block types Our recommendation: If you use custom fields to track information like phone numbers and addresses, you can use autofill fields to automatically add this info to contracts. Our recommendation: Variable inputs are great for info you don’t know until you’ve decided to assign a contract to a client. For example, if you have a sales agreement you could set up a variable field with the total price of the contract.

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Client experience

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Email notifications

Clients receive email notifications when a contract is ready for signature. This email notification contains the contract as a PDF attachment for easy reference, and a link to the signing experience. Clients receive a second email notification when all parties have signed the contract. This email notification contains the completed contract with an audit trail as an attachment.

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Portal notifications

Clients can see open and signed contracts by clicking on Contracts on the portal sidebar. If there are any open eSignature requests, the Contracts sidebar item will have an indicator that represents the number of open eSignature requests.

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Frequently asked questions