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How to draft contracts
How can I create a draft?
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. Go to Templates > Select template > Create draft. Create draft.
How can I add attachments to drafts?
How can I add attachments to drafts? 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. Add attachments
What is the difference between "Negotiate & sign" and "Sign-only" contracting?
What is the difference between "Negotiate & sign" and "Sign-only" contracting? Dealsign has two different methods for contracting, negotiate & sign and sign-only. Negotiate & sign: When the sender creates draft and sends the "Invitation negotiate" invite to the receiver party, the receiver can edit and negotiate the document proposal and sign the document once it is ready for signing. Sign-only: When the sender creates draft and sends the "Invitation to sign" invite to the rec
How can I edit a 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. And finish editing by clicking the "Finish editing". Editing draft
What is a draft?
What is a draft? Draft is a unique document created from a digital template but is not yet sent to anyone. Your drafts remain stored in the Drafts folder until you proceed to negotiate and signing or delete the draft.
How can I share drafts with my colleagues?
How can I share drafts with my colleagues? Here are the main shortcuts for you to manage team sharing permissions and invite colleagues to access your documents: Go to Drafts > Select document > Team sharing & access. You can then invite users and groups with edit or use rights to access the template. Team sharing & access