A well-drafted contract helps prevent misunderstandings by specifying key details such as pricing, deadlines, usage rights, and cancellation policies. It also provides legal protection in case of disputes, ensuring that both parties are held accountable for their commitments with peace of mind.
We are proud to offer you a place to create and send contracts to your clients using Zno Manager.
On this Page:
- Creating a Contract
- Setting up Signers
- Document Expiry
- Document Reminders
- Using Fields
- Using Variables
- Customization
- Sending a Contract to your Clients
Creating a Contract
The Contracts tab lives in your workspace. Click Manager on the left menu of your workspace to see your options. The word Contracts will be available on the top bar. Selecting this will give you an overview of your contract related options.
From here, you will want to select New Contract on the right hand side.
Clicking this button will take you to a screen where you will specify a client from your clients list.
If you do not have any clients set up, you will need to first (add a client(this will be a link to the add a client support article))
Once you make your selection, you will be brought to a screen that will ask you how you would like to start. Your options will include allowing you to start from a blank contract, or allowing you to start from a template you have created. If you do not have templates saved, your only option will be to start with a blank contract. To learn how to create contract templates to work from, please click (here (this will be a link to the create contract templates article)).
Upon selecting the New Contract option, a blank contract screen comes up. It will look like the image pictured below.
Setting up Signers
On the upper left hand side, there is a section for who will be signing the contract.
Selecting Add Me as a Signer will put your information on here and it will create a space for you to sign along with your client.
If you have anyone outside of you and your client that need to sign this contract, you can add an additional signer by selecting the Add Second Signer button
When you select Add Second Signer, you will be taken to this screen, once there, you can add a name from your contacts
Note: If you are adding someone who is not in your contacts, you will not be able to add them here. Please (create a contact (this will be a link for the create a contact article))) for them and try again.
Document Expiry
On the left hand side of the main page for your contract, you will see a switch where you can turn on Document Expiry. This feature will automatically set an unsigned contract to expire 7 days out from creation, and you can adjust the date by clicking on it.
Note: As stated in the software, canceled contracts cannot be signed.
Document Reminders
Below the document expiry section is another switch you can turn on for Document Reminders.
Select the timeframe of how many days in which to auto send signature reminders: 3, 7, 14, 21, and 30 days after sending the contract to your client.
Using Fields
Upon writing up your contract, our software has tools that are available to you. One of which would be the Fields option. This creates a field for fillable information (dates/initials/etc) if needed.
Locate the place you would like the field to go, and select Insert Field. In the blank field that appears, you have a choice to fill out the Field Name and the Field Value.
The Field Name labels the blank field to give your client an idea of what information to insert.
The Field Value will provide a pre-filled answer within the field that will serve as a replaceable filler.
Using Variables
To add a variable to your contract, Locate the place you would like the variable to go. Then, click Variables. There will be a dropdown menu where you will want to select the information you wish to automatically put into your contract.
If your Variable is blank, the generic name will populate and you can make your selection, allowing you to enter in the correct value.
Customization
You can choose how your contract will look on the customer’s end, or you can add your own design under the Design tab on the left.
You can select the Preview button on the upper righthand side to preview what your contract will look like with your edits. We recommend doing this before sending it to be signed.
Sending a Contract to Your Client(s)
When you have finished with your contract and you are ready to send it to your client(s), select the Send Contract button in the upper right-hand corner of your screen to proceed to the next step.
You will be brought to a screen where you can customize and edit the left side while the right will show you how the e-mail will look when the recipient opens it.
You can forgo our automatic e-mailing software if you prefer and manually send a link to your client instead using the Send Link button on the bottom left, where a link will be generated for you to send to your client manually.
Note: As stated, your contract will be marked as sent without being automatically emailed if you go this route.
Once you hit Send, you will be taken to a status screen. Now, whenever you go to the Manager section of Workspace and click the Contracts tab, you will see the status of the contracts you sent out. This status will change when your client(s) sign.
If our team can be of any additional assistance, please send us an email to support@zno.com or give us a call at 1-888-966-9539.