Contract Templates

CONTRACT TEMPLATES SETUP & BEST PRACTICES

WHAT THIS IS

Contract templates are reusable documents (agreements, proposals, contracts) that you can send to clients.

They can include:

• Text (terms, conditions)

• Pricing tables

• Custom fields (auto-fill client info)

• Signature fields

👉 Templates save time and ensure consistency

WHERE TO FIND DOCUMENTS & CONTRACTS

To access contract templates:

Go to: Payments → Documents & Contracts → Templates

📍 Located in the left sidebar menu inside your sub-account (location view)

HOW TO CREATE A TEMPLATE

1. Go to Payments → Documents & Contracts → Templates

2. Click Create New Template

3. Build your document using the editor:

   • Add Text (terms, conditions)

   • Add Images/Logo

   • Add Custom Values (auto-fill data like name, email, deal info)

   • Add Pricing Table (if needed)

4. Add Signature Fields (see steps below)

5. Click Save

HOW TO ADD SIGNATURE FIELDS

1. Inside the template editor, click + Add Element

2. Select Signature

3. Place the signature field in the document

4. Assign who will sign:

   • Sender (You)

   • Recipient (Client)

5. Adjust placement and size as needed

6. Click Save

👉 This allows documents to be signed digitally (e-signature)

HOW TO SEND A CONTRACT FOR E-SIGNATURE

1. Go to Payments → Documents & Contracts

2. Click Create / Send Document

3. Select your Template

4. Add recipient details:

   • Name

   • Email

5. Review the document

6. Click Send

👉 The recipient will receive a link to review and sign the document

IMPORTANT INSIGHTS

✔ Templates are reusable
Use once → reuse forever

✔ Edits do NOT affect sent contracts
Changes only apply to future documents

✔ Use dynamic fields
Auto-fill:

• Name

• Email

• Deal info

👉 Saves time and avoids errors

✔ Signature fields are required for signing
Without a signature field, the document cannot be signed

FREQUENTLY ASKED QUESTIONS

1. What is a contract template?

A contract template is a reusable document (agreement, proposal, etc.) that you can send to multiple clients without recreating it each time.

2. Can I edit a template after creating it?

Yes 👍
You can edit anytime, but:
👉 Changes only apply to future contracts, not ones already sent.

3. Can I automatically fill in client details?

Yes — using custom fields (dynamic values).
👉 Example: name, email, deal info auto-fill into the document.

4. Can I send templates automatically?

Yes — using workflows based on triggers (e.g., form submitted).

5. Can clients sign the contract digitally?

Yes — you can add e-signature fields for digital signing.

6. Do I need to add a signature field?

Yes 👍
👉 A document must have a signature field in order to be signed.

7. Where do I upload my signature for future use?

You can manage signature settings in:

Payments → Documents & Contracts → Settings → Document Settings

👉 This helps streamline signing, but signature fields must still be added inside the document.

Still have questions? Join a live support call Monday and Thursday at 2pm MST, or reach out through your REI Pulse CRM support channel.