Help Center | Contractbook
Categories
- Product Updates Your home for monthly product updates, release notes, and other big announcements 📣 🎉
- Partner Tools Find more about creating questionnaires and connecting them to the right templates here.
- Contractbook Account Settings A collection of articles to help you finish your account setup.
- Getting started with Contractbook A collection of articles to help you get familiar with the basic areas and features of the Contractbook platform.
- Collaboration and Negotiation in Contractbook A collection of articles to empower your collaborating and negotiating skills on Contractbook.
- Contractbook Signature A collection of articles with all the help you need to understand Contractbook signing process.
- Contractbook Automations A collection of articles to help you manage the entire lifecycle of your contracts by automating every part of them.
Promoted articles
- This month's product updates - February 2023
- What features can I use as a free user?
- Everything you should know about data fields and metadata fields
- How can I use Contractbook in-app automation builder?
- What is the difference between metadata fields and data fields?
- Everything you should know about suggestions in Contractbook
- How do I know if my contract was signed?
- How can I search, sort and filter my documents in Contractbook?
- Can I use data fields in formulas?
- What do data fields look like in the body of my documents?
- How can I format dates in data fields?
- Add to a shared folder automation
- Move to a private folder automation
- Using the forms sidebar in your templates
- Templates settings
- How to share Contractbook drafts?
- How can I unshare a shared draft?
- How to share pending, signed and rejected contracts?
- How can I unshare a shared pending, signed or rejected contract?
- Shared draft sent for signatures
- How to automatically upload signed documents?
- How to automatically create or update data fields?
- Data field date is reached - automation trigger
- Data field updated - automation trigger
- How to automatically pre-fill a form once a contract is signed?
- How can I integrate Contractbook with the rest of my tech stack?
- Automatic draft creation and deal update: HubSpot integration
- Automatic draft creation and opportunity update: Salesforce integration
- Form is completed - automation trigger
- How to use "transform data" automation action?