(A tutorial video that walks you through the entire process can be found here: https://youtu.be/fkhDFcnPQSg)
The process for creating a contract and sending it for signatures goes something like this:
Step 1: Create a Contract Template
Create one or more Contract Templates through the Contract Templates page. This is an optional step, but if you're going to be using the same basic contract multiple times it will save you some time to create a template for that contract and then re-use it as often as you'd like.
To create a contract template head to the Contracts » Contract Templates page from within the navigation menu, and then either click the Create New Custom Template button at the top of the page, or click the Copy & Customize button found next to any of the samples already available.
Step 2: Create the Contract
Whether or not you decided to create a contract template first, the next step is to create the actual contract document. To create a contract head to the Contracts » Contracts page within the navigation menu, click the Create New Contract button found at the top of the page, and then follow the prompts to start creating your contract.
If you select to start with a contract template that includes variables within it, you'll be prompted to provide values for those variables. You will also be prompted to provide the names and email addresses for everyone that is going to be signing the contract.
Once you've provided the values for everything that you're prompted for, you can then scroll to the bottom of the page and select the Finalize & Request Signatures option. Once you've saved a contract with the Finalize & Request Signatures option selected, two things will happen:
- The contract will become locked. No additional changes can be made to the contract after that point unless the contract is reverted back to a draft status.
- You and your client(s) will each receive an email with a link to add your signatures to the document.
Step 3: Obtain Signatures
After the email has been sent out, you can sign the contract by either clicking on the link found in the email that was sent to you, or you can simply click on the name of the contract in your contract list and sign it from there. Your client(s) will need to click the link found in the email that was sent to them.
To sign the contract, scroll to the bottom of the document and click the "Sign the Document" button.
Once the button has been clicked you'll be prompted sign the document (with your mouse, finger, stylus, etc.), and then save your signature.
Step 4: Done
That's it! Once the final signature is provided, you and your client(s) will each receive an email with a link to the fully-signed contract, which you can then print out if you'd like a hard copy. You can also view the fully-signed contract anytime you'd like through the Contracts page itself.