The first step in generating documents and contracts is to create a template within the CRM. This section guides you through setting up a template that can be customized and reused for various clients and projects.

Accessing the Template Section #

In the Payments section, open the Documents & Contracts dropdown menu and select Templates to get started. Once in the Templates section, hit the +New button to create a fresh template. Give it a name that helps you identify it later, like “Master Template.”

Customizing Your Template #

Start by inserting your logo or an icon at the top of the document. Adjust its size and background color to match your branding. Click the “+” button on the top left side of your screen and drag and drop the image element onto the page.

Once you have your contract ready in a document, simply copy and paste it into your template. Before moving forward, it is always smart to ensure it has been thoroughly reviewed by a legal expert. This step guarantees your document covers all legal bases and avoids future issues.

Adding Signatures to Your Template #

If your document needs signatures, you will need to set those up as placeholders. In the template, you will find a section to drag and drop signature blocks. Add one for your client and another for your company, and label them as Client Signature and Company Signature.

For the company signature, you can assign the field to the sender or a specific team member. Select the signature field you want to assign to the sender, then under Properties, choose Sender as the signer. For the client’s signature, leave it blank for now; that gets filled in when the template is used.

Note: In Workflows, even if you assign a field to “Sender,” it will be tied to the business user who last edited the document. This happens because workflows are usually triggered by contacts and may not map to a specific sender.

Add as many signatures as you need and label them clearly. The person’s name will appear above the signature field if you have selected the auto-fill checkbox.

Inserting the Date element allows you to include things like the beginning day of the project or the day the client signed the contract as part of the document. If you need the date on which things were signed, you can limit it to today’s date only, or limit the dates to only past or future dates.

Using Your Template for a Specific Client #

Once your template is set up, the next step is customizing it for a specific client. Click Use Template in the upper right corner to generate a fresh document for your client. This duplicates your template, keeping the original intact.

Click on the signature block (like “Client’s Signature”). In the Properties panel on the right, under “To be signed by,” select the contact (client) from the dropdown. Assign the appropriate contact to each signature field, such as the client for “Client’s Signature” and your company for “Company’s Signature.”

Before sending it off, update any client-specific details, like products, charges, or extra terms that apply just to them.

Frequently Asked Questions #

Where do I create a document template? #

In the Payments section, open the Documents & Contracts dropdown, select Templates, and click +New to create a new template you can name, customize, and reuse.

How do I add separate signatures for my client and my company? #

Drag and drop signature blocks into the template and label them, such as Client Signature and Company Signature. Assign the company field to the sender or a specific team member, and leave the client field blank to be filled when the template is used.

What if I need more than two client signatures? #

You can add additional signature blocks by clicking Add More Recipient and labeling each block with the respective client’s name or role.

How do I make sure my template is legally binding? #

Have your contract text reviewed by a legal professional and include an electronic signature acknowledgment section in your template.

What happens if I assign a field to “Sender” in a workflow? #

In workflows, a field assigned to “Sender” is tied to the business user who last edited the document, because workflows are usually triggered by contacts and may not map to a specific sender.

Can I require a signing date on the document? #

Yes. Insert the Date element and, if needed, limit it to today’s date only or restrict it to past or future dates to capture exactly when the document was signed.