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Send contracts (Template A)

Set up the contract-specific details and start sending out contracts!

This page should be used to only send out contracts with the one single template you will pick in Step 1.

If you want to send out contracts using a different template, click this button and it will duplicate this page. Please re-name the new page and go through these same steps to start sending out contracts using that template!

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Use a Different Template

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⓪ Initialize page

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This button will sync your templates and clear out the contracts table in Steps 4, 5, and 6.

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Initialize

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① Specify your contract details

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Pick a template:

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Name your contract:

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Choose a “Reply to” Email:

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Pick a re-direct URL:

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After your signer signs the contract, he/she will be directed here!

If this is left blank, he/she will be re-directed to a generic thank you page.

② Check your personalization

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Company Name:

[ ]

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Company Logo:

[ ]

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If these are incorrect, please go here to update them:

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Set-up Use this page to set up some general things that will apply to all of your contracts.⁠

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③ Customize your emails

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Instructions

There are 2 emails that are sent to your signer by eSignatures for each contract:

Email requesting the signer to sign the new contract

Example email:

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Email sending the signer the final contract once it’s been signed

Example email:

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For each of these emails, you can customize the following 2 fields:

Subject Line

Email Body

NOTE: If you want to use the signer’s name to personalize your emails, you can use the constant __FULL_NAME__ This constant will be replaced with the name of the signer when the emails are sent out. See the examples in the tables below.

Signature Request email

Write whatever you want your signer to see in the column “FILL THIS OUT”.

Name

Example

FILL THIS OUT

Signature Request Subject Line

Your document is ready to sign

🚀 Your test document is ready to sign!

Signature Request Body Text

Hi __FULL_NAME__, To review and sign the contract please press the button below Kind Regards, Denis

Hi __FULL_NAME__, To review and sign the test contract please SMASH that button below! Your friend, Denis

No results from filter

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Final Contract email

Write whatever you want your signer to see in the column “FILL THIS OUT”.

Name

Example

FILL THIS OUT

Final Contract Subject Line

Your document is signed

💪 Your test document is signed!

FInal Contract Body Text

Hi __FULL_NAME__, Your document is signed. Kind Regards, Denis

Hi __FULL_NAME__, Wahoo! Your test document is signed. Talk soon, Denis

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④ Setting up your table

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① Check your placeholder fields

These are the fields that can be customized for each contract.

Here are the placeholders fields we pulled from your template:

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If you want to make changes to your template, please visit the eSignatures template builder!

Edit your contract

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② Modify the table columns

Now, you need to make a few simple changes to the table below:

Add / remove columns as needed until you have exactly

0

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columns

Rename your columns to match exactly the names of your placeholder fields.

Each placeholder field from above should have a matching column.

1_title

2_custom-fee

3_discount

Hello

12321

1231

Hello

121

1231321

There are no rows in this table

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③ Update this column formula

Update the formula for “placeholder_values_listed” so that it includes ALL of the columns you added above:

placeholder_values_listed

Hello123211231

Hello1211231321

There are no rows in this table

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Detailed instructions

1. Hover over the table, and click the “f”

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2. Click “Edit formula”

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3. Add all of the columns, separated by commas (they should all be green!)

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Still having trouble? No problem, here’s a GIF.

Walk through of the above steps

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⑤ Let’s send some contracts!

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👏 Awesome, you’re ready to send some contracts now! LFG.

How to send contracts

Make sure all of your placeholder columns are showing!

Here’s how to do that

Add a new row →

Add row

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Fill in the following fields:

Mandatory fields:

signer name: name of the signer

signer email: email of the signer

Each of your placeholder field columns

Optional fields:

signer company name: company name for the signer

cc email: email address to CC the signed PDF contract

test: check this box if you want to send a test contract

NOTE: Until you actually have paid credit in your account, all contracts will be sent as test contracts regardless of whether this box is ticked or not!

Click the big “Send Contract” button!

signer name

signer email

signer company name

cc email

1_title

2_custom-fee

3_discount

test

Send

Test Person

test@test.com

Test Company

Hello

121

1231321

Send Contract

No results from filter

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⑥ Tracking your contracts

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Once you’ve sent a contract from Step 5, it’ll appear here in the All contracts table! The status of the contract will change automatically when the signer takes action.

Each of the other views corresponds to a different status

Sent: contract has been sent to the signer

Viewed: signer has clicked the link in the email to view the contract

Signed: signer has signed the contract (open the signed contract directly from here!)

Withdrawn: contract has been withdrawn

Declined: signer has declined to sign the contract

You can take the following actions on any contract

Re-request: re-sends the contract to the signer. This is only possible if the contract has not been signed, withdrawn, or declined.

Withdraw: withdraws the contract. This is not possible if the contract has already been signed.

View contract: this will open up the contract in your eSignatures dashboard, where you’ll be able to perform other actions like delete, re-send final PDF, etc.

All contracts

All contracts

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Sent contracts

Sent contracts

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Viewed contracts

Viewed contracts

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Signed contracts

Signed contracts

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Withdrawn contracts

Withdrawn contracts

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Declined contracts

Declined contracts

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Built by That Dude Denis

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Clear Contract Table

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Let’s connect⁠

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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) instead.