Getting Started - Step 5: Creating a Contract

Default Contract

Contracts are generated based on a template that can be found under Settings -> Contract Templates. You can have multiple templates, but only one can be set as the default. This default template is used for auto-booking by customers or when you manually create and send a contract. Our Contract Templates can be edited, revised, and created to follow your company's policy. The default template contains placeholder text for example purposes only. While you can use the provided templates, please note that they may not comply with your state's specific legal requirements.

Generate a Contract in 1.5 seconds

When viewing a lead, simply change the status to Contract, by clicking the word "Contracted" on a lead. This will immediately create a new contract using the default template (if no contract exists for that lead) and set the lead status to Contracted.

Click Here to read more on Emailing the contract to the customer.

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