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Contract Overview

Overview

eContract templates are used to generate a contract for a client to electronically sign online. eContracts can be emailed or text messaged to a client or they can linked to a CloudForm to have the 


How to Create/Edit eContract Templates

StudioCloud requires that a contract template be created first. Once a template is created a personalized contract can be created for a client.

  1. Click on the Settings component
  2. Click on the Settings tab
  3. Click the eContract Templates button
  4. Click the New eContract Template button
  5. Enter an eContract Template name
  6. Enter in the information for the template
  7. Use the Template Fields tabs to add place holders for information that will be automatically populated based on the use of the document
  8. Click the Save button

How to add eContract templates fields to a Contract Template

The eContracts support 3 types of eContract template fields

  • Add Logo or Image
    • This option will add a logo or image to the contract
  • Add Text
    • This option will add text to the contract
  • Add Table
    • This option will add a table made up of 1 or 2 columns to the contract

How to Insert fields into the Contract

  1. Add or Edit the Text component that is part of the contract
  2. Click on the Fields Tab
  3. Click on the desired field

Here is an Overview of the Contract Fields

  1. Logo
    1. This will insert the logo into the contract
  2. General fields
    1. This will insert the current date and time into the contract
  3. Business Fields
    1. This will insert your business information into the contract
  4. Clients Name, Address, Phone, Fields, Social Media, and Client Custom Fields
    1. This will insert the clients information into the contract
  5. Event Fields
    1. This will insert the event information into the contract
    2. Event Address, City, State, and Zip/Postal Code Fields
      1. This will insert the address that is associated with the event. The screen shot below shows which information from the event will be inserted into the contract
        1. If a location is scheduled this field will not insert the location's address into the event. Refer to the Scheduled Event Fields below for information on how to do that
  6. Scheduled Event Location
    1. Event Employee Names
      1. This field will insert the names of any scheduled employees into the contract
    2. Event Location Names
      1. This field will insert the names of any scheduled locations into the contract
    3. Event Equipment Names
      1. This field will insert the names of any scheduled events into the contract
    4. Event Location Address
      1. This field will insert the address of any scheduled location into the contract. The screen shot below shows the scheduled location that will be used to populate this field. The address associated with the scheduled location will be inserted into the contract.

        1. This field will not insert the address associated with the event. Refer to the Event Fields above for information on how to do that
    5. Event Expires
      1. This field will insert the date and time when the event expires which is useful if you want a customer to know how long they have to sign the contract before they lose their scheduled time slot
  7. Invoice Fields
    1. This will insert invoice information into the contract
  8. Ordered Items Fields
    1. This will insert a table into the contract with the ordered items
  9. Single Payment Due Fields
    1. This will insert information regarding their first payment due into the contract
  10. All Payment Due Fields
    1. This will include a table of the clients payment plans associated with their invoice
  11. Project Fields
    1. This will insert project information into the contract
  12. Order Shipping Fields
    1. This will insert the shipping information associated with the invoice into the contract

How to Email a Contract from the Client, Prospective Client, or Lead window

  1. Create or edit a client
    1. Click here for a tutorial on how to create or edit a client, prospective client, or lead
  2. Click the Email menu button 
  3. Click the Email Contract To Be eSigned By Client menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct.
    1. If you would like to edit the contract refer to the How to edit a contract before it is emailed header below
  6. Click the Save Contract button in the bottom right.
  7. Click the email contract button to email the contract to the client.

How to Email a Contract from an Event, Session, or Appointment

  1. Create or edit an event, session, or appointment
    1. Click here for a tutorial on how to create or edit an event, session, or appointment
  2. Click the Email menu button 
  3. Click the Email Contract To Be eSigned By Client menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct
    1. If you would like to edit the contract refer to the How to edit a contract before it is emailed header below
  6. Click the Save Contract button in the bottom right.
  7. Click the email contract button to email the contract to the client.

How to Email a Contract from an Invoice, Estimate or Quote window

  1. Create or edit an invoice, estimate, or quote
    1. Click here for a tutorial on how to edit an invoice, estimate, or quote
  2. Click the down arrow next to the Email Invoice button
  3. Click the Email eContract menu option
  4. In the Preview Contract window find the template that you want to use and click the Select eContract Template button
  5. Verify that the information is correct
    1. If you would like to edit the contract refer to the How to edit a contract before it is emailed header below
  6. Click the Save Contract button in the bottom right.
  7. Click the email contract button to email the contract to the client.

How to Edit a Contract Before it is Emailed

A contract can be edited in the preview contract window by doing the following steps.

  1. Click on the Edit tab
  2. Click on the Edit Text component. 
    1. Refer to the image below for the button you would click on.

How to Add a Contract to a CloudForm

Click here for a tutorial on how to add a contract to a cloudform

Using Sample eContract Templates

StudioCloud has provided a few sample contract templates. The instructions below are how to use the sample contracts.

  1. In the new eContract Template window click the Sample eContract Templates menu option on the bottom left
  2. Select the desired sample eContract Template