To kick off your digital contract management journey right, the best way is to understand and utilize the platforms features. In this article we will briefly explain the main tabs and features that you will work in:

Templates

In the "Templates" section you can quickly find a predefined template and adjust it to your needs or create your own template from scratch. 

Documents

In the "Documents" section you can see your draft and contracts. 

Here you can find all your drafts you're currently working on. You'll be also able to share your drafts with others for a review or to work on them together.

The main difference between a draft and template is that:

Templates are reusable documents used for creating contracts. Templates are meant to be more static documents with basic information in it.
Drafts are contracts in the making. You can create a draft from scratch or pick a template as your starting point. All contracts created in Contractbook will be a draft at some point in the process.

Learn more about Drafts and Templates

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

Signed

Pending

Requested Changes

Rejected

The whole purpose is to give you the best possible way to have an easy overview of all of your contracts, so that you quickly can take action.

You can further organize you documents with groups!

Team

In the "Team" section you are able to add your colleagues and start collaborating with greater transparency throughout your organization.

Manage your team by setting up permissions so that you can control who sees who's contracts, quickly send templates in between members.

Learn more about Team Management

Profile settings

In the profile settings you are able to setup basic information, change your plan, or fetch a unique API-key for larger integrations.

Basic information

It is important AND will save you a lot of time if you fill in all of your information in the profile settings. Every time you send out a contract it will remember and use your data, so that you don't have to fill this out every single time.

Email language can be set to either English or Danish, depending on your customers.

Setup billing / Change plan

When you have used up your first free contracts you can choose 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.

 

Did this answer your question?