How do I create a contract template?

How do I create a contract template?

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. 
Posted by The Team at Mindmatrix


This article details how to use the following module(s): 

 

FACILITATION

Contracts

Allows configuration of print templates to create contracts which can be sent to Contacts in the system.

 

Who would use this?

Contract templates can be created by users who have access to the ‘Set Up’ tab and “contract” enabled under roles.

Instructions:

  1. Go to Setup -> Asset Management -> Templates


  2. In this section, on the right hand side under “Folder,” select “contract”


  3. Click Create 


  4. Choose input based template or standard:
    1. [OPTION 1] Choose to make this template an input based template. In this selection the user will need to setup several pre-qualifying questions which the end recipient will need to fill out prior to creating and sending out the contact. This can streamline any proposal setup as you can enter items such as company size, costs, length of terms and various other personalization options. Any question you post in the beginning of this setup can use the data or answers within the document itself. This gives the contract tool the ability to be extremely dynamic and versatile to many different scenarios.
    2. [OPTION 2] Chose no input base and continue forward with a standard signature agreement without a second level of personalization.


  5. Enter Name, Description and add filters for this contract template, then click Next


  6. Select any custom thumbnail you wish to apply to this template and select orientation of landscape or portrait then click Next.


  7. Click on the blue “Page 1” button on the action bar


    1. Here you can add another blank page and customize as you like using the Add Layer options (dragging text or image objects around the page using the design editor).
    2. Or add additional PDF


    3. If selected add additional PDF, upload or choose existing PDF file from your library, choose your files by clicking the thumbnails then select Insert.


    4. If importing new pages, you may wish to delete any blank pages, or reorder the pages from this screen, click close when finished.


  8. Click on the “Add User Signature” button in the action bar

  9. Select the user signature object and then look towards the signature object properties. 


  10. Set the size, position, messaging, formatting and color of your User Signature block using the properties panel.



  11. Click on “Add Contract Signature” button in the action bar, then repeat any formatting needed. 


  12. Click “Add Initials” in the action bar and place at bottom of page.  Adding the initials object on one page would display the object on every page at the same coordinates. On send the contract to a contact, any information added in the object replicates it on every page so the contact does not have to enter the information on every page.


  13. Click Save then Close.


  14. Set permissions to appropriate users and use the contract.

    • Related Articles

    • How do I create a Print Template?

      Posted by The Team at Mindmatrix on 23 June 2015 08:49 AM Select the ‘Setup’ tab. In the ‘Templates’ section, select ‘Asset Templates’. Select the ‘Print’ folder. Click ‘Create’. Select personalization from the relevant dropdown. For e.g. None. Click ...

    • How do I create a Blog Post Template?

      To create a “Rich text” post to Blogger/Word Press Blog site, go to "Set Up", and then open the "Asset Management" drop-down, and then select "Templates". From there, click on the drop-down button in the upper left-hand corner of the screen, select ...

    • How do I create or edit an Email Template?

      Read more about sending one-off email blasts here: How to send a one-off email to contacts? Learn how to add an email template to a drip campaign here: How to Create an Email Drip Campaign Template 1. To create an email template, click on Setup, then ...

    • How do I Create a Social Media Drip Campaign Template?

      Social Media Drip Campaigns are a series of social posts that can be run, scheduled, or stopped. These campaigns are designed as a triggered sequence of automated posts sent on a predefined schedule. [Learn more about creating one here: How to Run, ...

    • How do I create a copy of an image or text box in a Print Template?

      Posted by The Team at Mindmatrix on 23 June 2015 09:14 AM How Do I Create a Copy of an Image/Text Box? Select ‘Layers’. Select the layer of the tool you desire. For e.g. a text object layer. Click ‘copy’ icon for the same.       Click ‘Yes’. A copy ...