How to send contract to client without using Template?

Learn how to create and send a new contract to clients for e-signature without templates: Navigate to Contracts, create, upload, map fields, & request details.

1. Go to Client section.
2. Navigate to Contracts tab.
3. Click on create contract (Blue + button).
4. Select “Create new”
5. Edit name and description, upload contract and click on Submit.
6. Map the fields by Drag and drop form fields to the contract form.
7. Click on “Ask client for Details”.