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Contracts: Overview and Document Creation
Contracts: Overview and Document Creation

Learn how to setup Contracts within Quoter

Jon Turner avatar
Written by Jon Turner
Updated over a week ago

Welcome to Contracts! Our Contracts feature will redefine how your MSP creates, executes, and manages contracts and renewals for your customers.

General Overview

  • Send legally-binding, secure contracts, with an intuitive, easy-to-use customer experience

  • E-sign compliant

  • Document verifiability with tamper proof unique hashes for each document

  • Modern, fast, and responsive customer signing interface

  • All of your contracts, easily accessible, on one screen with powerful filtering and instant access to saved views

  • Efficient renewals - know when contracts are coming to the end of their term and easily send renewals

  • Ensure sign-off - know when sent contracts have not been executed and stay on top of your prospect

  • Data at your fingertips - informative Kanban view, with infinite and rapid vertical scroll

  • Filters and saved filtered views for essential contract insights

  • Notifications keep you in the loop

  • Signers receive secure access to executed documents forever (they must have access to the same email)

Access Contracts

In your Quoter dashboard, navigate to the Contracts tab.

The Contracts Dashboard organizes your documents by Templates, Draft, Sent, Expired, Executed, Term Active, and Term Expired. You'll also be able to see important info at a glance such as monthly recurring revenue (MRR), annual recurring revenue (ARR) and more. You can read more about this in our Dashboard & Filters article here.

Creating a Document Template

If you plan to reuse a Document multiple times, we recommend creating it as a Template. This will allow you to quickly send Documents using the same PDF, terms, fields, Roles, and Recipients.

  1. To create a Document Template, click + New Template. This will bring up the Template creation screen:

  2. Next, you'll to enter a name for the Document Template. This name will be visible to the Document recipients.

  3. Drag and drop or upload a PDF file (.pdf). At the moment, this is the only supported filetype. Only one file can be uploaded at the initial creation screen, but you can add more once the Template is created.
    Note: Every Document must be created from a PDF.

  4. You'll be taken to the New Template screen, where you'll be able to set your Document's Expiry Date and Term:

    Note: When creating a Document from a Document Template, or a one-off Document, you will be able to set an Active Date as well. See below.

  5. On the left, you'll see the Pages window. This will show you the currently uploaded file. Hovering over a page will allow you to change the page order, delete pages, or add pages by uploading another PDF.

    Tip: You can also delete multiple pages at once by checking the box at the top right of the page and clicking the three dots to either delete the selected pages or all pages:

    Clicking the blue + icon will bring up the document uploader which you can use to upload another PDF to add pages to your Document. You can then move/delete these pages as with the rest of the Document.
    Tip: Any changes you make while working on a draft will be autosaved. Check the green checkbox at the top right to make sure it has saved.

Adding Roles and Content

  1. Once you're satisfied with the order and layout of the Document, you can start adding your Roles and Content on the right. A Role (such as Signer) is any person who you want to have access to edit or sign the Document, and they can be external or internal.
    Content refers to fillable fields that the Role will be able to enter, such as a Signature, Initials, Text, Date, or Checkbox.

  2. To add a Role, click on the dropdown menu and select or create a new Role (Internal, Signer, Customer, etc.)

    Important Note: The Quote Recipient Role is available only on Document Templates and not one-off Documents. If the Document Template is assigned to a Quote Template, the Quote Recipient's contact info (name, email, etc.) will be pulled automatically from the Quote you've sent out.

    Read more about assigning Document Templates to Quote Templates here.

  3. Next, click on the fields you want them to be able to access and drag them onto the pages to the left. You'll see a colored box that will show the type of content that will be filled when the Document is sent, (e.g., signature):

    By hovering over this field, you'll see a pencil icon which you can click to make further edits to the field:

    If you are using the Date field, you have the option to auto-fill the date of signature by checking Capture signed date:

    The Role assigned to this field can be changed here, and you can also enter placeholder text for instructions. The field can also be duplicated or deleted by clicking the icons on the top right of the pop-up.

Adding Document Recipients

Once you've added your Roles and Content, you can add Recipients. Recipients will be any Roles added to the Document, and you can optionally give read-only access to Viewers, who will have access to the Document but will not be able to sign it.

  1. Click the Recipients tab to manage your Recipients. You can assign a contact name, email, and company name to your Recipients by clicking Assign:

    Once you have finished, click Save to save the Recipient.

  2. Next, add any Viewers to the Document by clicking Add Viewers. Only the contact email is required to add a Viewer.

  3. When you're ready to send, head back to the Document dashboard and click the dots to the right of the Template. Click New Document:

    This will bring up the Document and allow you to Send it. You can also click Edit to make changes to the Template before you send it.

  4. Click the Send button on the top right to begin sending your Document. You will have the option to edit the default email and add/change roles.

    Important Note: If there is a Quote Recipient Role on the Document, you will need to remove it before sending as there will not be an email address associated with it. Quote Recipients are only meant for Document Templates assigned to Quote Templates.

  5. When you're done, click Next.

    Your Recipients will have until the Expiry Date to sign and accept the Document. If they don't sign in time, you'll be able to reopen the draft and send it again.

    The Document will activate on the Execution Date (see above). By default, this is the date when everyone has signed, but you can set a fixed future date to begin the term. The Term will determine how long the Document is active (e.g., indefinitely, 6 months from active date, January 1st, 2025).

Creating a One-Off Document

If you want to create a quick Document from scratch, you don't need to create a new Template.

  1. On the Contracts dashboard, click + New Contract. You can then follow the same steps as outlined in the Create a Document section above. The Document will be automatically saved as you work on it.

  2. When creating a one-off Document, you will be able to set an Active Date. This can be useful if you want to wait until the beginning or end of the month to start the term.

  3. When you're ready to send, simply click Send on the top right. You'll be able to edit the email and recipients before it goes out:

Additional Info

  • At this time, all Quoter Users have access to Contracts.

  • Documents and Document Templates cannot be deleted.

  • Recipients are only able to see fields that have been assigned to them. Other signer fields are not visible until after the Document has been completed.

For more information about Contracts, refer to our other articles here:

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