How do I send a contract to my contacts?

How do I send a contract to my contacts?

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?

The contract module can be used by users who have access to create contracts via roles. 

Instructions:

  1. To create a media of the contract, from the Manage tab select Contracts


  2. You can either send the contract directly to a contact or you can customize it before sending. Click on the customize button on the contract thumbnail.


  3. Just like the template section, here you get the option to give the contract media a name, description and filters. Click on ‘Next’ to continue


  4. The next step is the editor and get the option to either edit or add more objects to the contract using the same tools provided in the template editor. 


  5. Click on ‘Next’  to proceed to the next step


  6. This is the ‘View & Sign’ step. This is where the user/recipient has to sign the contract. You cannot proceed to the next step without signing the contract. 


  7. To sign the contract, click on the user signature block


  8. Clicking on the signature block gives you:
    1. Your name
    2. Title
    3. Company name
    4. The time when the agreement was signed (this field will always be disabled and cannot be edited.)



  9. The value added in the name field becomes the signature of the user. If you do not want the name to be the signature you have the option to draw your signature. To draw, click on the ‘Draw’ button


  10. Use the mouse to draw your signature in the designated area. Once done click on the ‘Save’ Button 
    Draw Signature

  11. Click on the Preview button to get a preview of your contract, otherwise click on ‘next’ to move to the next step



  12. In this step, you can directly type in the name of a contact, or select one from the look up section.
    Note: A contract can only be sent to one contact. The option to add multiple contacts has been disabled


  13. The other way to add a contact to the contract is by associating an opportunity to it. Click on the opportunity icon


  14. Select an opportunity record -> click on “save”


  15. A pop-up displaying the names of the contacts associated with the selected opportunity record will appear. Select one contact and click on “save”

    Note: On selecting an opportunity if you select a contact from the look up section, the contact automatically gets associated with the opportunity record
    Select Opportunity Contact


  16. The selected contact gets added to the recipient list. Click on the send button to send the contract to the selected contact
    Send Contract Tab


  17. All contracts that have been sent to contact but not signed and accepted can be found under the awaiting contracts folder








How to accept/sign a contract (client/recipient side)

  1. On opening the received email, click on the thumbnail of the contract or click on the link below it to open it
    Contract Thumbnail

  2. Enter the access code received with the email -> click on view contract
    Contract Access CodeMindMatrix View Contract



  3. The access code is valid only for a day. If you wish to view the contract after its expiration, click on the resend code link and the new access code will be sent to you via email
    Contract Resend Code Option

  4. Once you get access to the contract, click on the contact signature block to sign and enter the other details
    Contract Signature Block

  5. Contacts can either type in their name for the signature or draw the signature
    Type or Draw Signature

  6. Follow the similar steps to add initials
    Contact Initials Contract

  7. At the bottom of every page are the following options:
    1. Download: Option to download the contract
    2. Upload: Contacts can download the contract, sign the contract offline, scan the documents and then upload them back to the system
    3. Zoom In: Allows contacts to zoom into the contract
    4. Zoom Out: Allows contacts to zoom out of the contract
    5. Zoom Normal: sets the stage back to normal zoom level
      Contract View Options


  8. If the contact does not agree to the terms and conditions stipulated in the contract, it can be rejected by clicking on the ‘reject’ button
    Contract Reject Button

  9. Users can find all the rejected contracts under the ‘rejected contracts’ folder


  10. If the terms and conditions in the contract are accepted by the contact, they may click on the ‘accept’ button
    Contract Accept Button

  11. Agree with the terms and condition of the contract, click on OK or cancel


  12. Once you click on OK you will be directed to the success page that displays the details of the contract. If you wish to view the contract again, click on the ‘view contract’ button
    View Contract Button

All contracts that have been accepted by the contacts can be found under the ‘accepted contracts’ folder

    • Related Articles

    • 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 ...
    • How do I select and send multiple assets from the asset search page?

      This feature allows the User to select multiple assets across different tabs of asset search page and send them together in single email. Note: A User cannot select Email templates, Questionnaire (Input) templates and Database / Opportunity based ...
    • How do I send a one-off email to contacts?

      1. Click on Campaigns > Email > Email Sends. Once the page has loaded, select "Compose" If you are a Corporate User in the Channel or Enterprise program, you can further select, “Contacts” to send an email to leads, or “Users” to send an email to ...
    • How can I quickly send any asset to a contact?

      In Mindmatrix, you can send an asset easily to a contact by using the quick-send feature available on the asset thumbnail. First, navigate to your asset gallery. You may need to search to find and select the content you wish to send. Select a ...
    • How do I add one or more contacts to email blast, drip campaign, or sales playbook?

      To manually send communications to individual contacts, go to Connection > Contacts. Select the contacts that you wish to reach out to and then click on the vertical ellipses at the top right hand corner of the screen. This menu will display a ...