How to Add Signatures to Documents and Contracts

The first step in generating documents and contracts is to create a template within the CRM. This section will guide you through the process of setting up a template that can be customized and reused for various clients and projects.

Detailed Steps

Accessing the Template Section: Begin by navigating to the 'Payments' tab on the left-side menu of your sub-account view. Underneath, you will find the 'Documents & Contracts' option. Click on 'Templates' to proceed.

Creating a New Template: Click the 'New' button to open a blank template. Name your template appropriately, for instance, "Master Template," to easily identify it for future use.

Customizing Your Template:Adding Your Logo: Start by inserting your logo or an icon at the top of the document. Adjust its size and background color to match your branding.
Adding Your Logo: Start by inserting your logo or an icon at the top of the document. Adjust its size and background color to match your branding.

Inserting Contract Text: If you have your contract text ready in a Google Doc or another document, copy and paste it into the template. Ensure your contract has been reviewed by a legal professional.
Itemizing Products and Services: Include a detailed list of all products and services offered, along with their charges. This clarity helps in setting clear expectations.
Electronic Signature Acknowledgement: Before the signature section, insert a text block for electronic signature acknowledgment and consent. This adds a layer of legitimacy and ensures all parties are aware of the electronic signing process.

Adding Signatures to Your Template

Overview

For documents requiring multiple signatures, it's crucial to set up signature placeholders correctly. This section explains how to add single and multiple signatures to your template.

Detailed Steps

Inserting Signature Blocks: From the elements list, drag and drop two signature blocks in your template—one for the client and another for your company. Label them appropriately as "Client Signature" and "Company Signature" in the placeholder field.

Assigning Signers: For the company signature, select yourself as the signer and input your email. Leave the client signature block unassigned in the template to be filled out when using the template for a specific client.

Adding Additional Signatures: If multiple client signatures are needed, add another signature block and label it with the specific name or role, such as "Bob's Signature."

Using Your Template for a Specific Client

Overview

Once your template is ready, the next step is to use it to create an actual document or contract for a client. This involves customizing the template with client-specific details and adding recipients for the document.

Detailed Steps

Generating a New Document: Click on 'Use Template' in the upper right-hand corner of your template to create a copy of your template for a specific client.

Adding Recipients: Use the people icon to add primary and secondary clients, if applicable. Assign the correct signature blocks to each recipient.

Customizing for the Client: Adjust the product list, charges, and any client-specific details in the document before sending it for signatures.

Troubleshooting and FAQs

Q: What if I need to add more than two client signatures?

A: You can add additional signature blocks by clicking on 'Add more recipient' and labeling each block with the respective client's name or role.

Q: How do I ensure my template is legally binding?

A: Ensure your contract text is reviewed by a legal professional and include an electronic signature acknowledgment section in your template.