How to Download Blank Contract PDFs From REI Pulse

Operations
May 14, 2026•2 min read

⚫️ How to Download Blank Contract PDFs From REI Pulse

Here we cover how to download PDFs from existing contracts or generate blank contract templates within Pulse REI CRM. This process allows users to quickly retrieve completed agreements or create clean PDF versions of templates for review, printing, or sharing.

Existing Contract or Purchase Agreement PDF Download

Step 1: Open Pulse REI CRM and Navigate to Payments

  1. Log in to your Pulse REI CRM account.

  2. From the Dashboard, open your CRM.

  3. Navigate to Payments.

  4. Locate the contract, purchase agreement, or document you need.

Note:
If the document has already been generated, you can access and download it directly from this section.

Step 2: Open the Existing Document

  1. Click on the existing purchase agreement or contract.

  2. Verify that you selected the correct document before proceeding.

Use this option when:

  • You need a completed agreement with information already filled in.

  • You need the finalized PDF version of a contract.

Step 3: Download the Existing PDF

  1. Once the document opens, click Download PDF.

  2. Wait for the system to generate the file.

  3. Open the downloaded document to confirm it downloaded correctly.

Important:
Contracts and agreements are system-generated as PDF files only. Word document versions are not available.

Generate a Blank Contract Template PDF

Step 4: Navigate to Templates

  1. Inside the CRM, go to:

    • Documents and Contracts

    • Templates

  2. Locate the agreement template you want to use.

Use this option when:

  • You need a blank version of a contract.

  • You want to review or print a clean template without populated information.

Step 5: Use the Template

  1. Select the desired agreement template from the list.

  2. On the right-hand side, click Use Template.

The system will generate a blank document that includes:

  • Visible mapped tags

  • Dynamic field placeholders

  • Template formatting

Step 6: Download the Blank PDF

  1. Review the generated template to ensure it is the correct document.

  2. Confirm the template appears blank as expected.

  3. Click Download PDF.

  4. Wait a few seconds for the PDF to generate.

Step 7: Verify the Downloaded File

  1. Open the downloaded PDF.

  2. Confirm the formatting and content appear correctly.

  3. Save, print, or share the file as needed.

Cautionary Notes

  • Pulse REI CRM contracts are generated as PDFs only.

  • Always verify you selected the correct contract or template before downloading.

  • Existing agreements may already contain populated client information.

  • Blank templates generated through Use Template will still display mapped tags and placeholders.

  • PDF generation may take several seconds depending on document size.

Tips for Efficiency

  • Use the Payments section when downloading completed agreements quickly.

  • Use Templates > Use Template when generating blank versions for review or printing.

  • Keep documents organized within the CRM for easier retrieval.

  • Always open the PDF after downloading to verify it generated successfully.

  • If changes are needed, update the template before generating a new PDF copy.

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