How to create a contract?

You can create a new contract by using one of your existing templates and saving it as a new contract draft, or by starting from scratch. With Contractbook, you can also easily sign a pre-existing .pdf document or any of your .doc, .docx, .png, and .jpg files.

Go to either the Templates or the Documents tab from the top main menu.

Click on the blue button called Create new on the top left-hand side of the screen and choose Create new document to create a contract. You can choose to start with a new blank draft or create a draft from one of your own or Contractbook premade templates. 

As a suggested Contractbook workflow, we recommend you use a template and turn it into a draft.

You can also choose the option to Sign a PDF with Contractbook. This allows you to quickly and easily sign a pre-existing .pdf document or any of your .doc, .docx, .png, and .jpg files.

How can I make changes to my Contractbook documents?

Remember to work in Create mode, or set the Full-text editing option toggled on in order to make any changes to the contents of your docuemnts.

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Step 3. Choose who will sign the contract.

How can I add my company's logo to my contract?

You can customize your contract by adding your company logo (click on Use team logo) or upload any other logo (click on Add logo).

Editing the body of my contract:

If you are creating a contract from scratch, you can use the different features of Contractbook editor to compose the contract's body.

If you are using a template instead you can adapt the contents precisely as it fits.

Note: Remember that you need to first save the template as a draft in order to then turn it into a contract by initiating the signature process. 

Filling in editable fields in my contract:

If there are any editable fields, please remember to fill them in before sending the contract for signatures. You need to work in Create mode or have the Full-text editing option toggled on in order to fill in any editable fields. 

A Name editable field in Create mode will look like this:

A Name editable field in Preview mode will look like this:

How can I go to the next editable field in my contract?

By holding down the tab key you will move right to the next editable field in your contract. This is more efficient than scrolling through the entire contract manually if you know the contents well and do not need to read them through.

The recipient of the contract can be the one filling in the information in the editable fields. Simply share the contract draft with them and allow them one of the following permissions:

• Fill document: A collaborator can fill in the editable fields available in the draft
• Edit document: A collaborator can edit the entire body of the draft, including any editable fields
• Full access: A collaborator has the same permission rights as the owner of the draft and can fully manage the draft

Read more about sharing drafts with your collaborators here.

If you need to attach any appendixes, terms of service, etc. to the contract, you can do that from Add attachments section in your draft:

After the body of your contract is completed, you need to make sure to define the recipients by populating the recipients' details across your Party and Signee fields.

Read more about how we define a good contract in our free e-book "How to write a good contract".

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.