Getting Started - Step 5: Creating a Contract

Contracts are generated based on a template that can be found under Settings -> Contract Templates. You can have multiple templates, but only one of them can be the default, which is used when a customer auto-books or if you create a contract that you'd like to manually send your customers. Our Contract Templates can be edited, revised, and created to follow your own companies policy, as the contract set by default only upholds a placeholder text used for example purposes only. You may use what we already have implemented, however, this may not be based off of what your state law requires.

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.

Is this article helpful?
0 0 0