We designed contracts to help you deal with the on-boarding process with a clients. Our system allows to generate contracts (or any type of document) that can be signed by end-client.

First thing you need to do is to define a contract template. Contract template will be used to generate a PDF with some pre-defined information.

To do that o to settings and choose "Contract templates"

At first you will see the empty page. Click "Add template"

Here you can define your template based on a special language called "Markdown". You put in brackets all the values you would like to feel.

You have two types of fillings:

• Auto-filling. Those information will be taken from the client and product progile
• Manual-filling. You define fields that user that use a generator needs to provide before he will create a PDF file with a contract

As you see above we generated a template called "Client Contract 202106"

Now any of the the bill users can generate a contract. To do that go to Contracts section on the left side menu: