Brand new contract in hand and you’re feeling empowered and confident in protecting your business. But how do you actually send that contract to your clients? What's the best way and most secure way for them to sign? The great thing about technology these days is you have many convenient options to get that contract signed! There are lots of options out there for online client management systems. In this post, I’m sharing how to upload your template contract into one of my favorite CRM portals: Rock Paper Coin! That way, you’ll know exactly how to send your contract to the next client that pops into your inbox.
By far the most popular way most small business owners manage and send their contracts is through systems called client management systems (CRM). These programs, such as Rock Paper Coin, allow you to securely send your contracts to clients for them to sign electronically and help you keep multiple client contracts in one place. Here, I’m going to show you a step-by-step run-through of how to send your contracts via Rock Paper Coin!
Rock Paper Coin
The first step is to create a contract template to use. To add your contract template into Rock Paper Coin you will go to Contracts >Templates then select the “+ TEMPLATE” button. Once you have done that you can add your new contract template using the upload form. RPC supports all major formats such as .doc, .docx and .pdf.
Important Note: Be sure to edit your contract and remove all comments before uploading to your template.
In the new form, there will be boxes that will allow you to either type or paste an existing contract into the program. This way you can edit your contracts every time you send them to clients to make sure they are up to date with the most accurate information for you and your clients. Make sure to add electronic signature lines at the bottom of your contract!
Once you have finished adding the necessary fields to your contract template, select “continue” and your contract template will be set up for future use.
To send a contract to your client, go to the main menu bar and scroll over Contracts → then select Contracts. On the top right-hand side, select the “+ Contract” button.
Begin filling out the form by choosing a name for the contract you will be sending. From there, you have three options to choose from for how you wish to send your contract. You can either select the client name if they are already set up in your account, select “Send to a guest”, or select “Invite a new client” which will send an invitation for your client to join Rock Paper Coin.
Continue to fill out the form with the date of the event (optional) and the date you wish to have the contract back to you (Expiration Date). Rock Paper Coin has the option to send reminder emails to your client as this date approaches. This is such a convenient way to keep on top of contract signing with your clients! Next, click add SELECT under the Contract or Template section and choose the contract you wish to add. Rock Paper Coin has teamed up with HelloSign which will allow you to add in any necessary fields to your contract before sending it.
Once you’re ready to move forward, select “Prepare Contract”. Ensure your customized fields are all correct. Once you have your contract template all ready to go, you may be prompted to sign it (depending on whether you selected that option), and then your contract will be sent! From there you can create an invoice, check on statuses of other contracts, and so much more!
When it comes to sending contracts to your clients, you have some great options. By choosing a CRM program such as Rock Paper Coin you are using an easy and secure way to make sure your contracts are getting to your clients. Take time to explore the program and have fun knowing your contracts will be managed efficiently!
THIS BLOG POST IS NOT A SUBSTITUTE FOR LEGAL ADVICE. EVERY SITUATION IS DIFFERENT & IS FACT-SPECIFIC. A proper legal analysis is necessary based on your location and contract. Consult an attorney in your home state for advice regarding your contract or specific legal situation.