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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.
- Go to Client section.
- Navigate to Contracts tab.
- Click on create contract (Blue + button).
- Select "Create new"
- Edit name and description, upload contract and click on Submit.
- Map the fields by Drag and drop form fields to the contract form.
- Click on "Ask client for Details".