Creating Contracts

Create contracts by selecting a template and filling in the details. The contract is generated instantly and ready to send for signatures.

Create a Contract

  1. Go to Contracts in your dashboard
  2. Click New Contract
  3. Select a template
  4. Fill in the variable values
  5. Add signers
  6. Send for signature

Fill in Variables

Variables from your template appear as form fields. Fill in each one:

Client Name: Acme Corporation
Client Email: john@acme.com
Contract Date: January 15, 2025
Project Description: Website redesign
Total Amount: $5,000

The contract preview updates in real-time as you fill in values.

Add Signers

For each signer, provide:

  • Name - Full legal name
  • Email - Where they'll receive the signing link
  • Role - Label like "Client" or "Provider"

Example setup:

NameEmailRole
John Smithjohn@acme.comClient
Jane Doejane@yourcompany.comProvider

Signing Order

Choose how signers receive the contract:

Sequential - One at a time in order

1. Client signs first
2. Provider signs after client completes

Parallel - Everyone at once

All signers receive the contract simultaneously

Review and Send

Before sending:

  1. Preview - Check how the contract looks
  2. Verify variables - Make sure all values are correct
  3. Check signers - Confirm email addresses
  4. Send - Contract is emailed to the first signer (or all signers if parallel)

Test First

Create a test contract and send it to yourself to verify everything works before sending to real clients.

After Sending

Once sent, you can:

  • Track signing progress in real-time
  • Send reminders to signers who haven't completed
  • Download the contract at any time
  • Cancel if needed (before completion)

Next Steps