Note: Contract Manager is an add-on feature only available to customers on an Enterprise plan.
In this article we’ll cover:
- Accessing agreements
- Creating user accounts
- Creating and sending agreements
- Viewing statuses and cancelling agreements
Accessing agreements
Agreements can be accessed and created in by users in two ways:
-
Sales Mode (most common) - click on the hamburger icon in the upper left corner of Sales Mode, then click Agreements.
- Project Overview - click on Documents, then scroll down to Agreements. Make sure you’ve selected the right design from the dropdown at the top right corner.
Creating user accounts
When sending an agreement for the first time, each user will need to create their own user account in the tenant DocuSign account.
This is a required step so that the agreements sent can be attributed to and sent from each user’s email, and to receive email notifications as recipients view or sign the agreement.
To create a new user account:
- Select an agreement template from the dropdown menu, then click Select
- Click Create user when prompted to create a new DocuSign user. This will send an activation email to your inbox with the subject “Account Activation”.
Do not click Continue in Contract Manager until you have completed steps 3-5.
- Click Activate in your email
- Click Create account
- Create a password, then click Log in
- Once your account is activated, navigate back to Contract Manager and click Continue
- Click Continue when prompted for DocuSign consent
- Click Allow Access when prompted
Once completed, your proposal may refresh and you’ll need to navigate back to Contract Manager again to start building your agreement.
Creating and sending agreements
When you are ready to send out an agreement, follow the steps below:
- Search and select the appropriate agreement from the dropdown, then click Select
- Select which documents to attach to the agreement, then click Continue. This will start generating your DocuSign agreement.
- Attach any additional files as needed
- Fill out the name and email for each recipient. Add any additional recipients as needed
- Customize the email subject and message as needed, then click Next
- Review the agreement. Ensure that all proposal details look correct, and add any fields or notes as needed.
- Click Send when you are ready to share.
Viewing statuses and cancelling agreements
Once sent, you will be able to view the status of agreements in Sales Mode, and in the Documents tab of the Project Overview page. This will show whether the agreement has been sent, viewed, signed, or cancelled, along with the date.
To cancel an agreement that has already been sent, click Cancel. When prompted, click Cancel Agreement in the pop-up.