How To
Step-by-step walkthroughs to help you manage contracts and agreements
How To: Create a Contract with External Payment
Contracts can be created and receive payment outside of Maple through an external payment provider. When doing this, you can send out the invoice with...
How To: Send a Sales Contract to an Unknown Signer
Sometimes you may need to send a contract without knowing if the recipient will review it themselves or forward it to someone else. The instructions b...
How To: Add Multiple Signatories and a Counter Signatory to a Sales Contract
In your contract, you can add multiple signatories to sign a contract for execution, as well as include a counter-signatory to sign for execution. The...
How To: Mark a Sales Contract or Agreement Signed Offline
Sales contracts and Agreements can be signed offline for many reasons. Maple allows you to bring these contracts into the simplified contract workflow...
How To: Setup a Sales Contract Approval
This guide provides a straightforward process for creating approval rules essential for contract management. By following the steps outlined, users ca...
How To: Set up Sales Contract Renewal Reminders
Automate subscription renewal reminders to help reduce missed payments and keep customers on track.
How To: Create a Sales Contract Template
Before creating your first contract or agreement, you will need to establish a template. These generally serve as pre-formatted documents that contain...
How To: Create a Sales Contract
Learn how to create a Sales Contract ready for signature, automate billing, and include all necessary product information. Customer (This will populat...
How To: Set up and Configure Contract Reminders
This guide shows you how to automate contract reminders and notify customers about contracts that require their signature. You have four options: Basi...
How To: Update Contract Custom Variables
Variables allow you to customize your contract template and fill in information that will need to be provided upon contract signing. Company Variabl...
How To: Create an Agreement
Learn how to create an agreement ready for signature, with all essential terms included. You can share your agreement in one of three ways: Via link V...
How To: Create an Agreement Template
Before creating your first agreement, you will need to establish a template. These generally serve as pre-formatted documents that contain the standar...
