Create templates for Client Documents: Terms of Business, MSA, etc.

You can create your own template from scratch or start with our provided template by pressing Original Template. Take advantage of our wildcards which will automatically input information in for you every time you create a document.

Head to Settings and hit Document Builder:

Steps:

  1. Select Client (Contact) Documents / Contracts from the document type drop down

  2. Choose the correct brand

  3. Click the blue plus button, give your new template a name and hit save

  4. You can create as many different templates as you like, all with different brands, formats and wildcards.

Once You finish hit Preview to get a view of what it will look like being sent out!

🔥 PRO TIP: You can send documents to contacts using the Vincere Email or SignRequest.

Happy Building! #TheVincereWay

Did this answer your question?