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 the weekly CRM support call or reach out through your REI Pulse support channel.