How To: Create an Agreement

Edited

Learn how to create an agreement ready for signature, with all essential terms included.

1. Click Contracts > Agreements > "New Agreement"

2. Fill in your Agreement Details

3. Click "Save Draft"

4. Click "Finalize"

5. Click "Share"

You can share your agreement in one of three ways:

  • Via link

  • Via email

  • Download PDF and manually send

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