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Basic workflow and features

Basic workflow and features

New
Tarek Slimani
Written by
Tarek Slimani
Updated
August 27, 2020

This article will give you a quick overview of the Contractbook features and our recommended workflow.

To kick off your digital contract lifecycle management journey in the best way possible, we recommend you start by familiarising yourself with our platform's features. This article will briefly explain the main tabs and features that you will work with.

Templates

In the Templates section, you can find predefined contract templates and adjust them to your needs. Alternatively, you can create your own templates from scratch. 

Documents

In the Documents section, you can see all your contract drafts and contracts. 

How we differentiate between drafts and templates

Templates are reusable and can be used for creating numerous contracts. Templates are meant to be more static and without case-specific information.

Drafts are contracts in the making. You can create a draft from a template or from scratch. All contracts created in Contractbook will be a draft at some point in the contract creation process.


Learn more about drafts and templates


Under Documents you can see all your sent, received, and uploaded contracts as well as the status of those contracts eg: Pending, Signed, Rejected, or Requested Changes. Here's how it looks:

Signed

Pending

Requested Changes

Rejected

The purpose of the Document tab is to provide you with an easy overview of all of your contracts so that you quickly can take action.

You can organise your documents further with tags!

Team

In the Team section, you can add your colleagues to a team and start collaborating in a convenient manner which facilitates greater transparency throughout your organisation

You can manage your team by setting up permissions as to who can see who's contracts.
Learn more about Team Management

Profile settings

In the profile settings, you can set up basic information, change your plan, or fetch a unique API-key for larger integrations.

Basic information

It will save you a lot of time if you fill in all of your information in the profile settings. If you do so, every time you send out a contract Contractbook will automatically add your data to your contract so that you don't have to fill this out every single time.

The language of automatic outgoing e-mails for e.g. contract recipients can be set to either English or Danish depending on your customers.

Setup billing/change plan

If you find that you want access to some of the paid features you can upgrade your plan in this section of the profile settings.

Read more about our pricing and plans

Contact list

Save time by saving your contacts! With a few clicks, you can create contacts, edit them when required, and delete them when they are no longer necessary.
Read more about Contact list

API

We do offer API solutions! To learn more about the possibilities of integrating with our platform, please get in touch with us.

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