1. Creating and uploading a new contract template
For guidance on creating a new sales contract template, locating the appropriate merge fields, and uploading a template, please click here.
2. Generating a sales contract
Go to Correspondence > Template Documents
Select the relevant property
Select the required template
As the selected template will pull through the owner's details, open the Owners tab and verify that the correct parties are selected.
5. Select Generate document
The generated document is downloaded as a Microsoft Word document and is typically available in the browser's download area. Open the downloaded file and review its contents before sending.
3. Using Signable
If the document requires electronic signatures via Signable, complete the document generation process described above, then follow the additional steps below.
Select the Use electronic signatures checkbox
In the Electronic signature options section, select the parties who are to sign the document
Select Generate document:
The generated document is downloaded as a Microsoft Word document and is typically available for review in the browser's download area
A new browser tab will open when users are redirected to the View open Signable documents page
To send the document for signing, select the tick icon within the Send column. Please note that we recommend reviewing the document before it is sent for signing.