Digital Contracts | Set Up

Article Overview

This article will go over how to create a form as Digital Contract. For a detailed walk through of building a custom form, click HERE.

Tip: Digital contracts are an add-on, only available to Pro/Enterprise accounts. If you have not yet added this feature to your SalesRabbit plan, please contact your Account Manager or the SalesRabbit Support Team at (801) 418-9009.

Part 1: Form Builder

The first step to signing a digital contract will be to submit a form with the necessary information. This part demonstrates how to build that form within the SalesRabbit Web App.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Form Builder".

• Click "+ New Form" in the upper right corner.

• In the upper left corner, edit the name of the form (this will also be the name of your contract).
• Use the "Lead Field" and "Form Field" dropdown options to expand Digital Contract pre-set field options.
  • Lead Fields: information pulled from the lead's details page.
  • Form Fields: fields users will fill out before signing the contract.
  • Note: if these fields are filled out on the lead detail and and form prior to the rep opening the contract, the contract will pre-fill with the information.
• Drag and drop the desired fields onto the appropriate section. Additionally, set the fields that must be filled out on the contract to "Required".
  • Note: the "First Name" and "Email" fields must be set to "Required" before uploading a digital contract.

• • Tip: If a signer beyond the Sales Rep and primary Customer signer is needed (ie a cosigner, manager signature, or a regional signature), click the "Form Fields" dropdown and drag in as many "Email" boxes as needed. Name the email fields appropriately.

• Once all fields that may transfer from the Lead Detail page and form are listed on the digital contract (to be uploaded) are in place, click "Publish" and confirm.

Part 2: Signing Setup

This part will demonstrate how to setup a signing order and upload a pdf of your digital contract.

Warning: after clicking "Continue", the following options will not be editable. If changes are needed on any of these properties in Step 2, it will be necessary to delete the content and start over.

• From the form setup page, click "+ New" in the upper right corner to begin the process of uploading your digital contract.

• Setup your signing settings and upload your Digital Contract from your device.
  • First, drag and drop/browse to upload a pdf of your digital contract.
  • Edit the following options as necessary:
    • Audit Trail:
      • The audit trail contains a globally unique identifier (or GUID) that shows which email address signed a document and when. These records include a hash of the PDF document which is used to determine whether or not it has been modified or tampered with. We recommend this remains toggled "On".
    • Signatures:
      • Use the "+ Add Another Signature" button to include who will sign. These signatures are associated with email addresses. All signer will receive a copy of the contract once completed. The Sales Rep email is associated with their SalesRabbit log in.
    • Signing Order:
      • Enable this toggle if the contract needs to be signed in a particular order.
      • Note: if there are text fields on the contract that need to be filled out by the rep prior to the customer signing and the contract needs to be signed remotely, require signing order and place the rep in the first signing position.
    • Allow Signing via Email:
      • Allows the contract to be emailed out and signed remotely rather than in person.
      • You will have the option to customize the email your soon-to-be customer will receive with the contract attached (ready to sign) if you enable the remote signing option.

• Here is a sample of a setup:
• A preview of the digital contract PDF will appear after it is uploaded into the modal.
• Click "Continue" when you are ready to proceed. 
  • WARNING: after clicking "Continue", these fields will not be editable. If you need to change any of these properties, it will be necessary to delete the uploaded content and start over. 

Part 3: Sender Fields

This part will explain and demonstrate how to create Sender fields on a digital contract. Sender fields are a field type that allows for information from the lead details and form fields to automatically populate on the digital contract. Setting up Sender fields allows the user quickly fill out necessary information on the contract and prevent double entry.

Note: "Sender" fields will be highlighted in pink.

• Under "Signer" in the upper left corner, set it to "Sender".
• The "Textbox" field will be the only available option in the left sidebar.
• Click on the contract where you would like the field to live.
• After placing a sender field on the contract, navigate to the right-hand menu and select the "What Text Goes Here?" dropdown -> select the lead detail/form field information you would like to auto-populate in this field when signing the contract.
• Note: selected a created sender field will display editing options in the right hand menu. Options include: changing font/size, and selecting a validation if needed, and choosing the information that will be pulled from the lead details/form field.

Part 4: Sales Rep Fields

This part will explain and demonstrate how to create Sales Reps fields on a digital contract. Sales Reps fields are a field type designed for the Sales Rep to sign/fill out/confirm upon signing a digital contract. Setting up Sales Rep fields allow the user to quickly navigate to the required fields for the Sales Rep to sign/fill/confirm.

Note: "Sales Rep" fields will be highlighted in blue.

• Under "Signer" in the upper left corner, set it to "Sales Rep".
• From the left-hand menu, select which type of field you'd like to create:
  • Signature Fields:
    • Create a field where the rep can sign or initial box.
  • Auto-fill Fields:
    • Create fields that auto-populate with basic information like Signing Date, Rep's Full Name, Rep's Email, Company Name, or Rep's Title (Role).
  • Standard Fields:
    • Use a variety of different types of fields depending on the information on the contract.
    • Textbox: creates a text box for the rep to type in a response.
    • Checkbox: allows reps to select various items from a list of options.
    • Dropdown: create a dropdown list of options for the reps to select from.
    • Radio Group: allows reps to select one item from a list of options.
• Note: selecting an existing Sales Rep field will display editing options in the right hand menu. Options include: marking if it's a required field, changing font/size, and selecting a validation if needed.

Part 5: Customer Fields

This part will explain and demonstrate how to create Customer fields on a digital contract. Customer fields are a field type designed for the Customer to sign/fill out/confirm upon signing a digital contract. Setting up Customer fields allow the customer to quickly navigate to the required fields for the Customer to sign/fill/confirm.

Note: "Customer" fields will be highlighted in orange.

• Under "Signer" in the upper left corner, set it to "Customer".
• From the left-hand menu, select which type of field you'd like to create:
  • Signature Fields:
    • Create a field where the customer can sign or initial box.
  • Auto-fill Fields:
    • Create fields that auto-populate with basic information like Signing Date, Customer's Full Name, Customer's Email, or Company Name.
  • Standard Fields:
    • Use a variety of different types of fields depending on the information on the contract.
    • Textbox: creates a text box for the customer to type in a response.
    • Checkbox: allows customers to select various items from a list of options.
    • Dropdown: create a dropdown list of options for the customer to select from.
    • Radio Group: allows customers to select one item from a list of options.
  • After adding all appropriate Sender, Sales Rep, and Customer fields -> click "Save Template" to apply your changes.
• Note: selecting an existing Customer field will display editing options in the right hand menu. Options include: marking if it's a required field, changing font/size, and selecting a validation if needed.

Part 6: Email Receipts

This part will explain and demonstrate setup how to set up the confirmation email of a signed contract. Additionally, include additional email addresses to receive a copy of a signed contract. Visit the email receipts article for more information.

Note: this is a required step in order to receive a copy of a signed contract.

• From the from, click on "Email Receipt".

• On the email receipt, provide an "Email Subject", a "Reply to Email Address", and a "From Name".
• Additionally, users are able to create their own email content. This is the configuration for the email that will be sent to all signers confirming that their signature has been successfully collected along with an attachment of their signed contract. If content has not been created, then a generic email will be sent. 

• The email receipt setup is purely informational. It does not mean that a copy of a signed contract will be sent to the reply to email. In order to add additional recipients, users must set up "Additional Recipients".

• Toggling on "CC Sales Rep" will send a copy of the signed contract to the Sales Rep's SalesRabbit email.
• Toggling on "Additional Recipients" allows users to send a copy of the signed contract to any other email addresses.
  • Tip: include your company office email under additional recipients!
• After configuring Email Receipts -> click "Save" to apply your changes.

Part 7: Signing a Digital Contract

This part will demonstrate how to sign a digital contract from the SalesRabbit iOS mobile app.

Note: digital contracts must be signed from the mobile app.

• From the SalesRabbit mobile app, navigate to a lead's detail page -> click on "Forms".

• Select the name of the form for your Digital Contract.

• Check/Edit the information on the form (created in Part 1 of this article) -> click "Sign" in the upper right corner to access the digital contract.

• Depending on your digital contract setup, users will be asked if the contract is to be signed "In Person" (all signing occurs on the user's device) or "Via Email".

• After selecting a signing method, user will be able to complete their digital contract from the mobile app!

Pro Tips

• Conditional Logic:
  • If you need to either hide or show certain fields based on a checkbox, drop-down selection, or radio button, choose the needed field type and drag it into the document.
  • The fields must be associated with text fields assigned to a signer (not the sender).
  • At the bottom of the right-hand menu, click "Create rule" under "Conditional logic."

• • Choose the desired conditions and whether those conditions will trigger hiding or showing the fields in question.
  • Select the fields needing to be shown or hidden. They will appear to have slanted lines throughout the text field or signature.
  • Click "Done" in the upper right-hand corner.