Time to get to work: Here’s how you make your first template!
Click on Templates, then click on the “Create template” button to create your first template!
This opens up the editing menu where you start building your contract template. Start by clicking on “Add content”.
The section menu will appear, where you can start adding the different section types appropriate for your contract type.
If you're not sure where to begin, you can use one of your existing contracts and recreate it in Oneflow. We encourage you to play around with the sections to find creative solutions! We also have a Template library that you can download example templates from, and get some inspo.
When your template is finished, don’t forget to click "save"!
Once you’re done testing and building, name the template, choose type (B2B or B2C) and if you want to allow your counterpart to decline your offer. You can also select the way your counterpart will receive your contract and the signing method that suits you best.
You can read more here:
Clicking “Activate template” will let you access it by clicking the “Create contract” button in the main view.
Turn your template into a contract by clicking “New contract” in the main menu.
Psst, If you're looking for the way to create a simple PDF based contract template, check out this guide.