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Creating A New Agreement From Start To Finish | SignTick Support
Creating A New Agreement From Start To Finish

To begin creating an agreement, click the green ‘New Agreement’ button in the menu bar across the top of the page.

If you haven’t created an agreement before, you will see a help video on this page. You can close this by using the red link.

There are 4 steps to creating and sending an agreement:

1. Fill in the basic details
2. Build the contents of your agreement
3. Preview your agreement
4. Send your agreement

Fill in the basic details

You will need to give your agreement a name. This is how the agreement will be named throughout the system and also at the top of the agreement page that your clients will see. We recommend naming your agreement something specific so that you can distinguish between similar agreements throughout the system (e.g. Terms and Conditions for John Smith).

Next, choose whether you want to use a template or create your agreement from scratch.

Next you will type in the names and email addresses of the people who need to sign this agreement. You may only need one person to sign it, or you can add as many people as you like. For example, you may need a husband and wife to sign the same thing, or a group of directors. Simply click the green plus icon to add more people.

At this point, you can choose whether to make your agreement private, so that only you can see it throughout your account. Read our article on private agreements here.

Click Next Step to start building the contents of your agreement.

Build the contents of your agreement

You can add as many different sections to your agreement as you like, using the black pane at the top of the page. Each time you click on an icon, you will be taken straight down the page to enter your information. If you decide you no longer need a particular section, just click the grey cross icon and confirm your wish to delete it.

Adding a basic text section:

Click the red contract icon. You will be given an editor that works in a similar way to Microsoft Word and allows you to enter the text of your agreement, and arrange it how you like.

Adding a quote section:

Click the green quote icon. You will see a basic quote layout which allows you to type in each item, quantity and unit price. You can add as many line items to your quote as you like, using the ‘Add Line Item’ button, and you can remove any that you don’t need by using the small red cross. You can also use the grey badge to re-order your line items. The sub-total, vat amount (see ) and total amounts are calculated live on the page for you.

Adding a form:

There may be times when you want your clients to answer some questions or give you some information when they are signing your agreement. For example, you might be asking them to sign off your work and ask them how they would rate your service. Click the purple form icon. All you need to do is type the question you want to ask. You can add as many questions as you like using the ‘Add question’ button, and you can remove any you don’t need using the small red cross. You can also re-order your questions using the grey badge.

Adding an attachment:

Click the yellow attachment icon. In this section, you can add as many files as you like using the ‘Add Attachment’ button. Browse for the file on your computer and watch it upload. You can remove attachments using the small red cross. You can also re-order your attachments using the grey badge.

Adding a video:

Click the blue video icon. In this section you can add as many videos as you like, using the ‘Add video’ button. Simply paste the YouTube address of the video. For example, if you wanted to embed this video: http://www.youtube.com/watch?v=H9EXtWtUWpA all you would need to do is paste that link in the box and signtick will embed your video into your agreement. You can remove a video using the small red cross, and you can re-order your videos using the grey badge.

Adding an image:

Click the orange image icon. In this section, you can add as many image files as you like using the ‘Add Image’ button. Browse for the image on your computer and watch it upload. You can remove attachments using the small red cross. You can also re-order your images using the grey badge.

Adding the people who need to sign:

You probably already added the people who need to sign this agreement in the first step. However, you can edit them here, remove any people who no longer need to sign or add some more.

When you have finished customising the sections of your agreement, you can drag them around the page into the order you want them to appear on the agreement for your client to see, using the grey badge icon on each section. When you are happy with the contents of your agreement, click the ‘Preview Agreement’ button at the bottom of the page.

Preview your agreement:

This page displays your agreement exactly how it will be viewed by the person who is going to sign it. The only exception is that they will have an extra section at the bottom to sign their name.

If you’re not 100% happy with how your agreement looks, click the ‘Back to edit’ button at the top of the page and you can continue editing your agreement. When your agreement is ready to go, click the green ‘Send invitations’ button at the bottom of the page.

Sending your agreement:

This page displays the email content that your client will receive when you send them your agreement. You have the option to add a personal message to the email by clicking the ‘Add a personal message here’ link in the middle of the page. Your client’s name will be filled in to replace John Smith when the email is sent.

When the message is ready to go, click the blue ‘Send’ button, sit back and wait for your agreement to be signed.