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Create a Contract in Upsales

Here's how you send a contract through Upsales!


Go to your "Sales"button and  click on E-sign



Click on New E-sign



Find the company you wish to send your contract to, add your recipient, opportunity and Workspace with a template to use, click on Next. This will direct you to your draft where you edit as needed. You're now ready to send your contract.



Click on Send Contract, write a message to send along with the contract invitation.



Click on Send and you're done!


You can see an overview of your contracts in Upsales under "E-sign". 


Notes:

Choosing recipient and Workspace with a template is mandatory for successful contract creation. 

If you want the products from the opportunity to get transferred to the contract, make sure that you have one product table in your Oneflow template.

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