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How to create, sign, and send a contract

How to create, sign, and send a contract

Tarek Slimani
Written by
Tarek Slimani
September 23, 2020

Learn more about how to create a contract, how to sign and send it, and what a good contract is.

In this article, we will explain a couple of the different options you have for creating and signing a contract with Contractbook, as well as touch upon some best practises when creating a contract. If you prefer a video guide just click play below in stead.

Table of contents

  1. Getting started
  2. Signing and sending a contract
  3. Edit and resend
  4. The good contract

1. Getting started

Step 1: Log into your Contractbook account and go to either the Templates tab or the Documents tab.

Step 2: Click on Create a new document and choose Create a new document to create a contract. From here you can choose to start with a new blank draft or create a draft from a template. 

Paying users will also be able to choose the option Sign a PDF with Contractbook. This allows you to quickly and easily sign a pre-existing PDF document. This also works for .doc, .docx, .png, and .jpg files. Click here to learn more.

Step 3: Choose who will sign the contract.

Step 4: Add your company logo if you like.

Step 5: Fill in the contact information.

Hint 1: You need to add each company as a party only once, even if signatures from multiple people are needed from the same company (explained below in the Signatures section)

Hint 2: If your information is not automatically added in the left side of the parties field, we recommend that you follow this guide on how to add it to your profile. By doing so, your information will be added automatically which will save you time when sending contracts. 

Step 6: Now you can look at the contract contents.

If you are creating a contract from scratch, this guide which will teach you how to use the different features in our editor. If you are using a template we suggest that you read it through carefully. You can adapt the contents to your needs. If there are any editable fields, please remember to fill them in.

Like this:

Hint 1: Using the tab key will move you to the next editable field. This might be more efficient than scrolling through the contract manually if you know the contents well and don't need to read them through.

Step 7: Fill in the last information in the signature field.

It is time to add the final information about the recipient(s) in the signature box in the bottom of the contract. Please make sure that the email is correct since this is where the recipient will receive the contract link.

Hint: You can add as many signees as needed and connect each signee individually to the right party from the 'On behalf of' dropdown menu.

Step 8: If needed attach any appendixes, terms of service etc. to the draft.

Step 9: Finally insert an email message for the recipient and choose signature type.

2. Signing and sending a contract

When you create a contract on Contractbook, the default setting is that you as the sender sign the contract first. Once you've signed the contract it is automatically sent to the recipient.

If there is more than one recipient, the recipients will receive the contract in the order that you have chosen in the signature field. I.e. the third recipient will not get the contract before the second recipient has signed.

If you want to sign the contract first, you don't need to change anything, as this is the default setting. Just scroll down to the bottom of the contract and press Sign and send (please see above picture).

A code will now be sent by SMS to you. The code you receive via SMS must now be inserted into the verification field and when you press Sign & send, the contract is signed and sent to the recipient(s).

Once everything is in order, just lean back and wait for the recipient(s) to sign. If your recipient(s) needs some help, you can send them this: Receiving and signing a contract.

If you don't want to sign the contract first, or if you have several signees, you can fully customise the signature order by changing these settings:

If specific order (highlighted above) is turned on, i.e. is at yes, you can decide exactly what order you and the contract recipient(s) will sign in. Just change the signing order via the drop down menus (highlighted above).

If specific order is turned off every signee will receive a link to the contract at the same time. If you turn specific signing order off, you can choose to either sign first by clicking Send and sign or to sign later by clicking Send now and sign later.

3. Edit and resend

If you notice any mistakes in the contract you have just sent, you can go to your document list (as long as your contract is pending) and choose Edit and resend. This will allow you to make the required changes and Send & sign again.

Note: As long as the contract is pending you can also delete the contract. In that case, the recipient(s) will not be able to access or sign the contract.

4. The good contract

What is a good contract? How do you make sure to stay inside the boundaries of the law? Here's a short excerpt from our e-book on the subject:

A good contract:

  • includes at least one promise and commits the parties to comply with it.
  • is formulated clearly with short and active sentences. Nothing is intentionally hidden and there are no footnotes.
  • describes only one rule per sentence. 
  • is set up with clearly divided sections and headings. 
  • considers the essentials. By this, we mean what must be realised and what will be unfavourable if realised.

If you would like to read more about how we define a good contract you can download our free e-book "The good contract" below.

(Only available in Danish)


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