Once you’ve signed up for Contractually, you are ready to start enjoying all the bliss of making contracts in the 21st century. In this post, we’ll provide a brief primer on the first step: picking a form. To start, just go to the top right of the Dashboard and click on the “Start a New Contract” button.
After clicking, you will enter the form picker section which allows you to choose your starting contract from three options: use one of Contractually’s pre-made forms, use one of your own custom templates, or start from a blank form.
Option 1 – Contractually Pre-Made Forms: If your choosing from Contactually’s pre-made forms the “Contractually Forms” section lets you scroll through all our available forms. As you click on each option you will be shown a preview that lets you see if it is the right contract for you. Once you find the correct form, select “Create Contract” and your on your way.
Option 2 – Use Your Own Template: Contractually also lets you follow the same process with your own pre-made forms. To do this, you have to first make the forms in your Filing Cabinet, and after the initial template has been made the forms will be available to choose any time under the “Your Forms” tab. We will be posting more information on this process shortly, but if you have any immediate questions fell free to contact us at support@contractual.ly (also see offer at the end of the post).
Option 3 – Blank Form: At anytime you can choose the blank form option and just begin. All the other features of Contractually will work (version control, redlining, e-sign) so just type away.
So there you have it: all the basic steps for starting a contract. In the next blog posts, we’ll review how to edit and personalize each contract. If you have any questions or feedback please contact us at support@contractual.ly.
Also, we can help if you have forms that you want imported into your Filing Cabinet. You can send the contract form to us and we’ll import and format it for you. Whether you are starting from scratch or importing an existing contract (MS-Word, Pages, typewriter carbon copies), we’ll take care of it. There is no charge for the first form, and no charge for the first three forms if you’re on the Freelancer or the Startup plan. For more information contact us at: support@contractual.ly.