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E-Signatures for Coda

Send contracts (Template A)

Set-up

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Set-up

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

① Personalize your contracts

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The company name and company logo you add here will show up on all of your contracts! See example picture.

Company Name:

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Company Logo (Image URL):

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Example of how it’ll look on your contracts

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② Add your own info

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When you send out a contract to be signed, both your signer will sign it AND you will sign it. Your signature will happen automatically, requiring no work on your part.

Input here the info that you want to use for your own signature.

Mandatory

Your name:

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Your email:

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Optional

Your company name:

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Example of how this information will look on your contracts (see the page on the right under “Electronic Signatures”)

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③ Sync your templates

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If you’ve added or updated your templates in eSignatures, first sync them here before doing anything else!

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Sync templates

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Template

Template ID

Template Name

Created at

Placeholder Fields

Button

Test 2 Contract

bcf150b4-a839-46fa-ac66-798cd9497959

Test 2 Contract

8/15/2022, 8:20 AM

last_namefirst_namedatecustom-feediscount

Click me

Test 1 Contract

df4609da-59fb-46de-a337-fdb147e4ee60

Test 1 Contract

8/15/2022, 8:15 AM

1_title2_custom-fee3_discount

Click me

Sample Consulting Agreement

bdecade8-9ae1-429a-8d31-e055983517bf

Sample Consulting Agreement

8/15/2022, 8:12 AM

begin-datemonthsservicerate

Click me

Sample Service Agreement

1d899068-94f2-4ca0-a169-55d6e724a0b4

Sample Service Agreement

8/15/2022, 8:12 AM

clientscope-of-workfee

Click me

There are no rows in this table

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④ Send contracts

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Send contracts (Template A) Set up the contract-specific details and start sending out contracts!⁠

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Built by That Dude Denis

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