Step 1: Access Contract Management
Navigate to Organization Settings and click on Manage Documents.
On this screen, you’ll see any previously created contracts listed.
To create a new contract, click Add Contract Template.
Step 2: Creating a Contract
There are two ways to create a contract:
From Scratch: Use the built-in text editor.
Upload a PDF: If you have a pre-designed contract.
Mandatory Fields:
Enter the Title, Description, and State.
Optionally, toggle the switch to set a Document Expiry Date and select the date.
After entering these details, click Next to proceed to editing mode.
Step 3: Editing a Contract
In the editing mode, you can fully customize your contract with various tools:
Text Formatting:
Make text bold, italic, or underline.
Align text to the left, center, or right.
Tables:
Add a table and customize the number of rows and columns.
Merge cells using the merge icon and format text within the merged cells.
Dynamic Placeholders:
Use Project Placeholders or DocuSign Placeholders (if your account is linked).
Add recipient details (e.g., name, phone, email) directly into the document.
Custom Placeholders:
Create placeholders for fields like "System Size." Assign values (optional) and click Create.
Add Images:
Click the image icon to upload, resize, and align images within the contract.
Step 4: Finalizing the Contract
Save Your Edits:
Once you’ve made all changes, click Save to exit editing mode.
Manage Your Contract:
The contract will appear on the main screen. From here, you can:
Edit
Delete
Preview
Copy
I hope you find this feature helpful! If you have any questions, feel free to reach out to us. Thank you for watching!