An agreement template is a standard pattern for a long/short-term of commitment between parties (you and your customer/business partners) that can be filled in with information and used as a contract. You can email this template to your contact for getting their e-sign on it.
Agreement templates are often used in situations where the same agreement can serve in multiple situations, over and over, with very few changes.
In this tutorial, we will see how to create an agreement template and email that to a contact
Follow the steps below to create an Agreement template:
1) Go to Sales > Templates > Agreement Templates
2) Click on the +ADD button to create Agreement Template
On the create agreement template screen, provide the template name and type or copy & paste the content of the agreement from any other Word file to CRM as mentioned above.
After that, you can customize the design of your agreement using the template editor tools and add a signature tag at the bottom where you want your contact to put an e-signature.
Save the template once it is ready and follow the steps below to email it to your contact
1) Open your Prospect/Customer information page and click on their email address
2) On the email compose screen, select Agreement template and pick the template name
3) Review the details prior to email and click on Next and then finally Send it to the contact
4) Once your contact sign that agreement, the system will attach the signed copy automatically to their information page. You can find it under the attachment tab.
All these activities will be captured and saved as Notes.