Adding Signatures: Documents & Contracts

The first task in generating documents or contracts is to design a template within the CRM. This guide will walk you through the setup of a customizable template that can be used repeatedly for various clients and projects.

Step-by-Step Guide

1. Accessing the Templates Section: Begin by selecting the 'Payments' option in the left-hand menu within your sub-account dashboard. Under this, click on the 'Documents & Contracts' section and select 'Templates' to continue.

2. Creating a New Template: Click the 'New' button to start a blank template. Assign a name like "Master Template" to ensure it's easily identifiable for future use.

3. Customizing Your Template:

• Adding Your Branding: Insert your logo or an icon at the top of the document. Adjust the dimensions and color scheme to align with your company’s brand.

• Inserting Contract Text: Copy and paste your pre-prepared contract text into the template. Ensure that this text has been legally reviewed for accuracy.

• Listing Products and Services: Add a detailed breakdown of the products or services you offer, alongside their pricing. This promotes transparency and helps avoid misunderstandings.

• Including Electronic Signature Acknowledgement: Insert a section before the signature block to confirm the acceptance of electronic signatures. This adds formality and ensures everyone understands the digital signing process.

Setting Up Signatures in Your Template

If your document requires more than one signature, it’s essential to arrange signature fields correctly. This section outlines the procedure for adding individual and multiple signature blocks.

Detailed Instructions

1. Inserting Signature Fields: Drag and drop two signature placeholders into your template from the elements menu—one for your client and another for your company. Label them as "Client Signature" and "Company Signature" accordingly.

2. Assigning Signatures: Choose yourself as the signer for the company field, entering your email address. Leave the client’s signature unassigned so it can be completed when the document is customized for each specific client.

3. Adding Multiple Client Signatures: If additional client signatures are required, insert another signature field and label it with the individual’s name or role, such as "Bob’s Signature." Selecting the checkbox will automatically display the signer’s name above the field.

4. Inserting Date Blocks: The Date Element allows you to specify key dates in the document, such as the project start date or the signature date. You can also set restrictions to ensure the date reflects only today or a specific time frame (e.g., past or future dates).

Using Your Template for a Client

Once your template is built, the next step is to tailor it for a particular client. This section covers how to use your template to generate client-specific documents or contracts.

Detailed Process

1. Generating a New Document: Click the 'Use Template' button in the top right-hand corner to create a new document based on your template for a specific client.

2. Adding Recipients: Click on the people icon to include primary and secondary recipients. Ensure that you assign the correct signature placeholders to each client.

3. Client-Specific Customization: Before sending the document for signatures, adjust the product list, pricing, and any other client-specific information as needed.

Troubleshooting and FAQs

• Q: What if more than two client signatures are needed?

  • A: You can add extra signature fields by clicking on 'Add more recipients' and labeling each block with the respective client's name or role.

• Q: How can I ensure my template is legally binding?

  • A: Make sure the contract text is reviewed by a legal professional and include an electronic signature acknowledgment in your template.