Creating a Client Contract: Step-by-Step Guide
1. Create a Client 0:00
- Ensure you have created your client before proceeding.
- This is the prerequisite for creating a contract.
2. Start Creating a Contract 0:15
- Click on 'New Contract'.
- Choose the type of contract:
- Statement of Work
- Standard Contractor
- Upload an existing client contract.
3. Select Contract Type 0:37
- For this guide, select 'Standard Contract'.
- Choose 'MCA' (Master Client Agreement) as the contract type.
4. Add Clauses 0:56
- Select any clauses you want to include in the contract.
- Example: Choose clause 1325 and 'Certificate of Insurance'.
5. Select Client Company 1:06
- Choose the client company from the list.
- Ensure the client contact is correctly set, as this is where the contract will be sent.
6. Set Contract Dates 1:28
- Select a start date for the contract.
- Modify contract terms if necessary (e.g., offset terms).
7. Configure Notices and Auto Sign Options 1:51
- Set new notices and assign them as needed.
- Decide whether to turn off auto-renewal.
8. Fill Out Template Fields 2:04
- Complete any required fields in the contract template, such as:
- Client address
- Limit applicability (e.g., six months).
9. Review and Save Contract 2:39
- Review the contract for any modifications.
- Save the contract once satisfied.
10. Send Contract to Client 2:56
- Click 'Send to Client'.
- Confirm the action to send the contract to the designated client.
11. Client Receives Contract 3:08
- The client will receive the contract via email.
- If they are an email-only client, they will get a link and will recieve a verification code.
- If they have a portal, they can log in to view the contract any time.
12. Download Contract PDF 3:37
- You can download a PDF of the contract at any time:
- Before signing
- After signing
- If it's partially signed.
13. Support and Questions 4:00
- For any questions, email support@xclause.com or use the chat link provided.
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