An app for organizing contracts, waivers, forms, and agreements. Captures signatures, stores documents, and tracks signing processes.
Our Contract Signature Management Template is designed to streamline your entire contract signing workflow, making it easier for your team and clients to manage and sign contracts electronically. This professional, customizable template offers:
- Automated Contract Management: Send and track contracts effortlessly, with automatic email notifications and status updates.
- Centralized Record-Keeping: All signatures and contract details are securely stored in a Google Sheets interface, easily accessible for tracking and compliance.
- Customizable Workflow: Tailor the template to meet your specific business needs, ensuring a smooth and efficient signing process.
Workflow Overview
- Adding a New Member:
- Begin by adding a new member to the system through a simple form.
- The member receives an email to complete their details, which are automatically stored in the Google Sheet.
- Assigning Contracts:
- Select and assign a contract to a member from pre-built templates.
- Send the contract for electronic signature, with automatic status tracking.
- Finalizing Signatures:
- Once the member signs, review and add your signature.
- The system automatically updates the contract status and sends the final signed PDF to both parties.
Google Sheets Structure
- Admins Sheet: Manages the information of admins authorized to handle contracts.
- Members Sheet: Tracks member details and the status of their contracts.
- Contracts Sheet: Keeps a record of all contracts, their statuses, and the associated members.
- Templates Sheet: Stores reusable contract templates for quick and easy assignment.
Customization Options
This template is fully customizable to fit any document signing requirement, from employment agreements to service contracts. You can modify the workflow steps, adjust the fields, and customize email notifications to suit your organization’s unique needs.
Conclusion
By using our Contract Signature Management Template, you’ll save time, reduce manual work, and ensure that all your documents are signed and stored securely. If you have any questions or need help with customization, feel free to contact us.