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How to draft contracts
How can I create a draft?
You can create a draft from any template by clicking the pink "Create draft" button on the upper right panel on the template preview mode.
How can I send a draft?
You can send a draft by clicking the pink "Send draft" button on the upper right panel on the draft editor.
What is a draft?
Draft document is created from the template but not yet sent to anyone.
How can I add attachments?
You can add attachments to contract templates, drafts and negotiated contracts by clicking the "Add Attachment" button at the bottom of the contract view. You can add typical office document file formats, for example PDF, PPTX, XLS, DOCX, CSV, PNG, JPEG, SVG files.
How can I share drafts with my colleagues?
You can share your drafts with any Dealsign user, internal colleagues or external employees. First, click the "team sharing & access" icon on the upper right panel on the draft editor mode. You can then invite users with edit or use rights to access the draft.
How can I edit a draft?
You can edit draft sections by clicking the edit pen icons on upper right corner of each section.