Auto Generated Contracts & eSigning

CONTRACTS OVERVIEW
In simplest terms, a Contract is a written agreement between you and the client, that contains details regarding scope of work, billing, and other items rel...
Mon, 11 Sep, 2017 at 10:43 AM
CREATING A NEW CONTRACT
To create a new Contract, simply navigate to Office–>Contracts, and click the + button From there, you will be taken to a page with a few fields...
Thu, 12 Jul, 2018 at 3:22 PM
VOIDING EXISTING CONTRACTS
To void an existing Contract, simply navigate to Office–>Contracts, and select “Mark as Void” from the Options dropdown next to the desired Contract. ...
Fri, 24 Feb, 2017 at 12:55 PM
CONTRACT TEMPLATES OVERVIEW
Contract Templates act as the basis for how your generated Contracts will look and feel. All of the formatting, non-dynamic content, and styling of a Contra...
Mon, 11 Sep, 2017 at 10:43 AM
CREATING A NEW CONTRACT TEMPLATE
To create a new Contract Template, simply navigate to Office–>Contracts–>Templates, and click the + button From there, you will be taken to a...
Thu, 12 Jul, 2018 at 3:25 PM
MANAGE EXISTING CONTRACT TEMPLATES
To view and manage your existing Contract Templates, simply navigate to Office–>Contracts–>Templates. From here, you can use the Options dropdown box ...
Fri, 24 Feb, 2017 at 12:58 PM
USING DIGITAL SIGNATURES
In addition to providing a PDF version of a Contract, you can also require that your Clients (and optionally an internal staff member) digitally sign any ge...
Thu, 12 Jul, 2018 at 3:28 PM