Create a contract

From the Contracts Dashboard, click on the “Create Contract” button in the top right corner of the screen.



Follow the series of onscreen steps to fill in important details including what type of contract you’d like to create, your information, your client’s information, etc. As you fill in the details in the left panel, they will populate into the contract template on the right side of the screen.


Important note: the highlighted portions are editable fields. Simply click that field to make your edits.


Once you’ve filled out all the necessary information, review the contract once more before pressing the “Sign” button in the top right corner.


Important note: you can unsign an unsent contract if you'd like to make any edits. 


After you’ve signed your contract it’s ready to send! Simply click the "Send" button in the top right corner of the screen. send_contract.png

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