Documents & Signatures ⚙️ 🛠️

Creating and Sending Contracts Using the CRM System

Objective

This SOP outlines the steps to create and send contracts using the CRM system, allowing for single or multiple signers without the need for external signing services.

Key Steps

1. Understanding Contract Templates 0:40

• Two templates are provided:
  • Single Signer Contract: For contracts requiring one signature.
  • Multiple Signer Contract: For contracts requiring multiple signatures.

2. Accessing the Single Signer Template 1:05

• Open the single signer template.
• You can customize this template with your own documents if needed.

3. Utilizing Custom Fields 1:21

• Use pre-filled custom fields to avoid manual entry.
• Ensure fields like date, business name, and offer amount are correctly filled.

4. Sending the Contract 2:25

• Decide whether to send the contract pre-signed or unsigned.
• Click the button to send the contract to the seller.

5. Understanding the Multiple Signer Process 3:38

• For multiple signers, a draft is created.
• Assign additional signers using the signer's form.

6. Adding Signers to the Draft 4:04

• Open the draft and add additional recipients.
• Set the signing order if necessary.

7. Finalizing the Contract 6:17

• Once signed, the contract is legally binding and includes necessary electronic signatures.

8. Managing Drafts and Completed Contracts 7:05

• View drafts and completed contracts in the system.
• Ensure all information is accurate before sending.

9. Sending Contracts Based on Type 8:11

• Single signer contracts are sent immediately.
• Multiple signer contracts create drafts for further editing.

10. Conclusion and Support 9:29

• All contract management can be done within the CRM.
• Reach out for assistance if needed.

Cautionary Notes

• Ensure all custom fields are filled out correctly to avoid delays.
• Double-check recipient email addresses before sending contracts.

Tips for Efficiency

• Use templates to save time on contract creation.
• Familiarize yourself with the automation features to streamline the signing process.
• Regularly update your templates to reflect any changes in your business practices.

Link to Loom

https://loom.com/share/f04f218e98744372a768d28ff10b9673

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