Getting started with negotiating and signing contracts

Negotiate & Sign Contracts

Here are the main shortcuts for you to draft, negotiate, sign and archive contracts:

• Start drafting a new contract, go to Templates > View template > Create draft.
• Edit the draft contract and send it when ready, go to Drafts > Select draft > Send draft.
• Negotiate and edit the contract, go to Documents > Negotiate > Select document > Agree / Edit.
• Review and sign the contract, go to Documents > Negotiate > Select document > Review & sign > Start signing process.
• Signing the contract, go to Documents > Waiting for signatures > Select document > Setup signers > Sign the document.
• Archive the signed contract, go to My archive > Inbox > Select document > Edit document info > Change folder.

Updated on: 02/02/2021