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Create a PDF contract

If you have a PDF contract that needs no editing once sent, you get it! Follow the steps below to create your first PDF contract.

Create a PDF contract template

To create a PDF template:

  1. Go to Templates and click Template library.
  2. Select the Standard PDF template and click Confirm.
  3. Once you confirm, the system will direct you to the template. Click Add PDF document to add the PDF file that will serve as a template for your future PDF contracts. You can also choose the appropriate settings, such as language, delivery method, signing method, etc.
  4. Name the template and click Save template changes.
    Now you're ready for creating contracts based on this template!

Create a PDF contract 

When you're done creating a PDF template, you can use it to create PDF contracts.

  1. From the template, click Use template.
  2. Alternatively, from the main menu, click New contract and select your template from the template list that appears.
  3. Rename the contract, add contract parties and click Send.

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