Drafts and Templates | Contractbook Help Center

Drafts and Templates

Learn how to create a template, share drafts, how to customize our predefined templates, and more.

14 articles in this collection
Written by Viktor Heide, Tarek Slimani, and Cristina Chiper

Templates

Customize Predefined Templates

Written by Viktor Heide
Updated over a week ago

Create template

Learn more about how to use our editor and it's features, writing and setting up your own contract template.

Written by Viktor Heide
Updated over a week ago

Send template to a teammate

Use this option if you would like or your teammate to have the same template as you have created or edited.

Written by Tarek Slimani
Updated over a week ago

Preview mode for templates

See how your template will look like when working on it as a contract draft.

Written by Tarek Slimani
Updated over a week ago

Save personal and signature details in templates

Use this option if you use a template to send a contract to same people over and over again.

Written by Tarek Slimani
Updated over a week ago

Multiple signees under one party

Best practice when more than one person from the same company needs to sign the contract.

Written by Tarek Slimani
Updated over a week ago

Drafts

Purpose of a draft

Written by Viktor Heide
Updated over a week ago

Comments on Drafts

Start collaborating more efficiently by using the new comments feature in drafts. Discuss content, ask questions, negotiate terms, and more!

Written by Cristina Chiper
Updated over a week ago

Difference between a draft and a template

Written by Tarek Slimani
Updated over a week ago

Sharing drafts - Start collaborating

Get help filling in a template or simply get an opinion on a contract before signing & sending it.

Written by Viktor Heide
Updated over a week ago

Duplicate Draft

Duplicating a draft can save you a ton of time and effort and seamlessly help you send out multiple contracts.

Written by Tarek Slimani
Updated over a week ago

Send a contract without signing

Learn more about the three options for signing a contract; "Me and others", "Only others", and "Only me" when filling in a document.

Written by Tarek Slimani
Updated over a week ago

Extra

Contacts list

Save time by saving your contacts! With a few clicks you can now insert a contacts info and send the contract in a matter of seconds.

Written by Tarek Slimani
Updated over a week ago

The good contract

What is a good contract? Here's a short explanation and pointers to what we think a good contract is.

Written by Tarek Slimani
Updated over a week ago