Use the contract template feature to add sections, move them around, and edit text. With smart fields, automatically populate the sections with the contract elements such as names, dates, payment amounts, etc.
How does it work?
When you're creating a contract, fill in the information per the usual flow. Click on "Review and Sign" and then "Edit template" on the top right to access the editing screen.
Changing the text in sections
You can add or remove text from each section to customize the contract. Simply use it as any text editor. You can use different formatting such as bold, underline, add bullet points, etc.
Add new sections
You can add new sections and insert your own text. You can also use smart contract elements that will automatically pull in information from the contract such as contractor name, client name, dates, etc.
Click on the + icon of a section to add a new section.
Name the section and add the text as desired.
Choose a smart field from the right to insert to the text
Reorder the sections
You can change the order of the sections by clicking on the arrows on the top right of the section.
Remove a section
To remove a section, click on the bin icon on the top right of the section.
That's it. After you've customized the contract, click on "save template" and finish the signing flow.
In case you need assistance, please contact us via chat. If you prefer email, reach out to us at firstname.lastname@example.org.