How do I create a contract in Contractbook?
Step 1. Log into your Contractbook account and go to either the Templates or the Documents tab from the top main menu.
Step 2. 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.
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.
Note: Remember to work in Create mode, or set the Full-text editing option toggled on in order to make any changes to the contents.
Step 3. Choose who will sign the contract.
Step 4. Customize your contract by adding your company logo (Use team logo) if you would like that or upload any other logo (Add logo).
Step 5. Fill in the contact details in the Parties section of your contract.
- Hint 1: You need to add each company as a party only once, even if signatures from multiple people from the same company will be needed (read more about this further down in the Signatures section)
- Hint 2: If your details are not already added to the left side of the parties field, we recommend that you follow this guide on how to add it to your profile. Your information will now be automatically added, allowing you to save time when managing contracts.
- Hint 3: If you are signing the contract with one of your stakeholders, partners, or any other contact you usually add as the second party in your legal documents, find a shortcut of auto-populating their contact details here.
Step 6. Now you can proceed with the contract contents.
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.
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:
Hint 1: By holding down the tab key you will move right to the next editable field in your contract. This might be more efficient than scrolling through the entire contract manually if you know the contents well and do not need to read them through.
Hint 2: The recipient of the contract can be the one filling in the information in the editable fields. Simply share the contract in a draft mode with them and after they complete the information needed, proceed by initiating the signature process.
Step 7. Fill in the last information in the Signatures field.
It is now time to add the final needed information about the recipient/s in the signatures section at the bottom of your contract. Please make sure that the email address is spelled correctly since this is where the recipient will receive a link to access and sign the contract.
Hint: You can add as many signees as needed and connect each of them individually to the right party from the beginning of your contract. Simply choose the relevant party from the "On behalf of" dropdown menu while adding the data of the signee.
Step 8. 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 mode:
Step 9. Finally, customize your email message to the recipient/s and choose the signature type.
Do you want to learn more about the process after clicking on Send for signatures? Click here and read our article.
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.