Build and configure the system to fit your needs!
We designed contracts to help you deal with the on-boarding process with a clients. Our system allows to generate contracts (or any type of document) that can be signed by end-client.
First thing you need to do is to define a contract template. Contract template will be used to generate a PDF with some pre-defined information. First thing you need to do is to define a contract template. Contract template will be used to generate a PDF with some pre-defined information.
At first you will see the empty page. Click "Add template"
Here you can define your template based on a special language called "Markdown". You put in brackets all the values you would like to feel.
You have two types of fillings:
- - Auto-filling. Those information will be taken from the client and product progile
- - Manual-filling. You define fields that user that use a generator needs to provide before he will create a PDF file with a contract
As you see above we generated a template called "Client Contract 202106"
Now any of the the bill users can generate a contract. To do that go to Contracts section on the left side menu:
In this section you will can build your first contract. Click "Add contract"
First thing you need to do is to select a client for this contract. Next you need to select a template you developed before. When you do that the system will generate you a PDF contract.
Of course this is just an example with pre-filled information. You can customize the view of this document in a way you like
If you provided an email address of a Client he will receive the contract as an e-mail attachment. If you set the flag to "New" instead of "Signed" a user will have to approve it first by clicking "Go to contract". Only after he approve the contract by accepting terms the cycle connected to this contract will be activated.