The Documents & Contracts Builder enables you to design templates for contracts, agreements, invoices, and other essential documents. Leverage this tool to create professional documents that align with your brand image and convey the necessary information.

To access the Builder, navigate to the Documents & Contracts Templates section within your account. From there, you can create a new template or select an existing one to begin. Alternatively, select a drafted template in the All Documents & Contracts category. We will use an existing template in this guide.

Name 

Assign a name for your template within this field. This name can be updated at any point to accurately reflect the purpose of the document.

Add an Element 

Incorporate text elements, diverse media, and interactive fields to enhance the functionality and versatility of your document.

Pages 

Within the pages tab, use the drag-and-drop feature to seamlessly rearrange the pages of the document. 

Select the "+" button to add a page before or after the current page.

Document Variable 

Payment Settings

This section allows you to manage payment and invoicing for your document. Choose whether you want to add a One-time or Recurring Invoice. Enable "Direct Payment" to collect payments immediately after signing and toggle "Send Invoice" to email invoices upon signing; otherwise, they remain in drafts. When Auto Payment is enabled, the card used for the first payment will be automatically charged for all subsequent payments.

You can add a payment schedule to product lists and set payments based on the signing date or a fixed date. Signers will see the payment plan details in the product list. Configure the first payment date, set recurring payments by interval or fixed dates, and choose a percentage or fixed amounts, ensuring easy payment management and automation.

Settings

Within the Document Settings. Enable the “Override Email Configuration” option to customize the “From Name and Email.” Additionally, you can specify an Email Subject and select an Email Template to suit your needs. In the Enable Redirection to Custom URL option, when a customer signs a document or completes a payment within your document, they can be redirected to a custom URL of your choice. You can set this redirection globally for all Documents & Contracts or configure it for individual templates. Choose how your link opens—whether in an existing tab or a new tab—to ensure a smoother client experience.

Typography 

Refine the appearance of your text elements by adjusting the font type, size, and various styling options. This allows you to tailor the text to align with your brand’s identity and enhance the overall aesthetic and readability of your content.

Alignment 

Control the positioning of text and other elements within your email. You can align content to the left, center, or right, depending on your design needs.

Further Customizations 

1. Add Line Height: Adjust the vertical spacing between lines of text to improve readability and layout within your document.
2. Disc List: Create a bulleted list using disc-shaped bullets to organize and present information.
3. Text Color: Change the color of selected text to match your design preferences or brand guidelines.
4. Format Selected: Apply specific formatting options to the highlighted text.
5. Custom Values: Incorporate custom values that can be dynamically replaced during document generation.

Undo and Redo 

• Undo: Revert the last change made to your document, allowing you to quickly correct mistakes or revert to a previous state.
• Redo: Reapply the last change that was undone, restoring the document to the most recent version before the undo action.

Publish

Once satisfied, use this button to publish the document.

Use Template 

Click the “Use Template” button to convert the document into a draft template, which can then be distributed to the intended recipients.

Save

Maintain your adjustments by clicking the Save button.

By utilizing this tool, you ensure that your documents are aligned with your brand’s image and convey the necessary information clearly and effectively.