The Documents & Contracts Builder enables you to design templates for contracts, agreements, invoices, and other essential documents. Use this tool to craft professional documents that align with your brand image and effectively convey the necessary information.

To access the Builder, navigate to the Documents & Contracts Templates section within your account. From there, you can create a new template or select an existing one to begin. Alternatively, select a drafted template in the All Documents & Contracts category. This guide uses an existing template.

Builder Tools #

• Name: Assign a name for your template in this field. This name can be updated at any point to accurately reflect the purpose of the document.
• Add an Element: Incorporate text elements, diverse media, and interactive fields to enhance the functionality and versatility of your document.
• Pages: Within the pages tab, use the drag-and-drop feature to rearrange the pages of the document. Select the “+” button to add a page before or after the current page.
• Document Variable: Access and manage the variables linked to your document. Document variables serve as placeholders that are automatically replaced with actual values upon execution, providing dynamic content control essential for templating and automation.

Payment Settings #

This section allows you to manage payment and invoicing for your document. Choose whether you want to add a one-time or recurring invoice. Enable “Direct Payment” to collect payments immediately after signing, and toggle “Send Invoice” to email invoices upon signing; otherwise they remain in drafts. When Auto Payment is enabled, the card used for the first payment is automatically charged for all subsequent payments.

You can add a payment schedule to product lists and set payments based on the signing date or a fixed date. Signers will see the payment plan details in the product list. Configure the first payment date, set recurring payments by interval or fixed dates, and choose a percentage or fixed amounts, ensuring easy payment management and automation.

Settings #

Within the Document Settings, you can enable the “Override Email Configuration” option to customize the From Name and Email. You can also specify an Email Subject and select an Email Template to suit your needs. With the Enable Redirection to Custom URL option, when a customer signs a document or completes a payment, they can be redirected to a custom URL of your choice. Set this redirection globally for all documents and contracts, or configure it for individual templates, and choose whether the link opens in an existing tab or a new tab.

You can also upload files to include them as attachments in your outgoing emails. Whether the email is sent manually or through a workflow, the selected files are delivered as standard email attachments, fully visible and downloadable from the recipient’s inbox. Drag and drop your files or browse your device to upload them. Supported file formats include SVG, PNG, JPG, and PDF, with a maximum size of 15 MB per file.

Typography and Alignment #

Typography: Refine the appearance of your text elements by adjusting the font type, size, and various styling options to align with your brand identity and enhance readability.

Alignment: Control the positioning of text and other elements. You can align content to the left, center, or right, depending on your design needs.

Further Customizations #

• Add Line Height: Adjust the vertical spacing between lines of text to improve readability and layout.
• Disc List: Create a bulleted list using disc-shaped bullets to organize and present information.
• Text Color: Change the color of selected text to match your design preferences or brand guidelines.
• Format Selected: Apply specific formatting options to the highlighted text.
• Custom Values: Incorporate custom values that can be dynamically replaced during document generation.

Undo, Redo, and Saving #

• Undo: Revert the last change made to your document, allowing you to quickly correct mistakes or return to a previous state.
• Redo: Reapply the last change that was undone, restoring the document to the most recent version before the undo action.
• Publish: Once satisfied, use this button to publish the document.
• Use Template: Click Use Template to convert the document into a draft template, which can then be distributed to the intended recipients.
• Save: Maintain your adjustments by clicking the Save button.

By utilizing this tool, you ensure your documents are aligned with your brand image and convey the necessary information clearly and effectively.

Frequently Asked Questions #

How do I open the Documents & Contracts Builder? #

Navigate to the Documents & Contracts Templates section, then create a new template or open an existing one. You can also open a drafted template from the All Documents & Contracts category.

What are document variables? #

Document variables are placeholders within the document that are automatically replaced with actual values upon execution, giving you dynamic content control for templating and automation.

How do I set up payments in the Builder? #

In Payment Settings, choose a one-time or recurring invoice, enable Direct Payment to collect payment after signing, toggle Send Invoice to email invoices, and optionally enable Auto Payment and a payment schedule.

Can I redirect clients to a custom page after they sign? #

Yes. Use Enable Redirection to Custom URL in Settings, set it globally or per template, and choose whether the link opens in the existing tab or a new tab.

What file types can I attach to outgoing emails? #

You can attach SVG, PNG, JPG, and PDF files up to 15 MB each, and they are delivered as standard, downloadable email attachments.

What is the difference between Publish, Use Template, and Save? #

Publish makes the document live, Use Template converts it into a draft template you can distribute to recipients, and Save simply stores your latest adjustments.