Onboarding - checklist

What do I need to get started on a Foundation plan?

In this section of the article, we will go through the onboarding checklist to get you started on our Foundation plan.    

1. Set up your profile: you can easily complete your profile settings, but this will save you so much time going forward! The information you add under Profile settings->Company and Personal details will always be available to you on all your Contractbook contracts in one-click time. 
2. Create your team: the users under your Contractbook account will be represented in a team. After you create your team you will be able to add team members and viewers to it. Furthermore, you will be able to control documents access for each member or guest by setting team-level permissions. And the team will have their own document work environment under the team folder.
3. Get to know the difference between templates and drafts: templates will be your universal base on our platform and you will often use them for the creation of your contracts. Understanding the two different lifecycle stages of your legal documents: templates and drafts will reveal to you how your usual Contractbook management workflow will be looking. 
4. Create one template: from scratch or from Contractbook templates library and save it under your account. Discover the numerous features we have created for you to save time while managing your legal obligations. You can also test our Template generator and turn any of your pre-existing templates into a dynamic Contractbook-native format.
5. Basic recommended workflow: getting an idea about the basic process of creating drafts from your templates and sending them for signatures to your recipients will boost your onboarding. You can go ahead and test the way it works. Use the template you have already created in step 4 and save it as a draft. Can you find the difference in locating templates and drafts under your account? Find the draft you have created and now turn it into a contract by sending it to some of your team members. The recipients from your team can then use our guide on how to receive and sign a contract on our platform. Explore the steps together and note down any of your feedback which we will highly appreciate hearing. 
6. Organize your documents: during this step, you can create a private folder and move a template or the signed in the previous step contract to it. You can also explore how shared folders work by creating one, adding a document to it, and sharing it with your team. It is beneficial to use folders within your Contractbook environment for better overview, collaboration, and organization. By getting an idea about the difference between adding and moving documents to your folders, you will be ready to manage your legal obligations more structured and synchronized than ever. 
7. Basic in-app automation builder workflows: get ready to leverage your contracts lifecycle by automating the most time-consuming workflows. As a commonly used example, you can use our in-app automation builder to add auto-tasks to your sales contracts - approval, review, or renewal of the contract. Get an overview and inspiration about the possibilities Contractbook can offer to you and try building some workflows on your own by following our guided articles. 

What do I need to get started on a Foundation plan with an add-on?

How to achieve the best imaginable setup? Here is the checklist for you to get prepared for our onboarding call:

1. Define who is going to be involved in the call with us: we recommend the person who signed the contract with us to be present, and the implementation manager from your company if that person is different than the signee. Additionally, it is expected that the person on the onboarding call with us is having admin rights to the tool you want to connect to (for example Salesforce, Hubspot).
2. Identify the general automation workflow: having a plan about which steps precisely you want to automate with Contractbook Add-on will be very beneficial for your onboarding process. You can always visit our website for some more insights and extra inspiration on the numerous possibilities. 
3. Use editable fields to mark the data points in your templates: With the workflow in mind, as a next step, you need to make sure the templates that are going to be used for the automation setup include the data points which will be pulled into the draft created from it defined as editable fields. This will allow the automation to recognize and pull them in as a result of the integration flow. 
4. Define the data points in the external tool we will connect with Contractbook: And last but not least, you need to make sure that you have the data points in the external tool you want to connect to Contractbook defined as well. Example data points in Hubspot can be broken down into two categories:

   1. Contract data

   2. Billing data

Examples of Hubspot data:

• Line items title
• Line items price
• Total amount per month
• Currency
• Hubspot deal ID