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.
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- This month's product updates - November 2023
- This month's product updates - October 2023
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- This month's product updates - August 2023
- How to change my email address in Contractbook?
- How can I search, sort and filter my contracts in Contractbook?
- How to create a contract?
- How can I use Contractbook in-app automation builder?
- Using your Contract View
- What is a team folder and how does it work?
- How to delete a pending contract?
- How to delete a contract draft?
- Organize your contracts and templates with folders
- Moving or adding contracts?
- How to use my private folders?
- Move contracts to private folders
- How can I delete, rename and move private folders?
- How can I search in Contractbook?
- Monitor the status of your contracts
- How to edit and resend a contract?
- Can I store signed contracts in Contractbook?
- Can I export my contract data to CSV?
- How to create tasks on contracts in bulk
- How to add a new task to my contracts?
- How can I add details to my contract tasks?
- How to add or remove contracts from a shared folder?
- I added a document to shared folder and deleted the original file - what happens?
- How to sign a contract with the default signature method?
- How can I select drafts' signature type automatically?
- Contract is opened - automation trigger
- Default data fields automations
- How can I use Contractbook and Salesforce integration?
- How can I use Contractbook and Pipedrive integration?
- Verifying contracts uploaded with AI Import
- AI import your old contracts