Offerbolt

In this video, I will guide you through the process of putting contracts into the system for electronic signing. I will show you how to select a template, copy and paste the contract, add important information such as dates and buyer/seller details, and create spaces for signatures. By following these steps, you will be able to generate a template and send it out for signing. No action is required from you, but please watch the video for a clear understanding of the process.

 The objective of this video is to guide users on how to input contracts into the system for electronic signature distribution.

Creating and Sending Contracts Electronically

- Navigate to the contracts section on the left-hand side of the system.
- Click on the option to select a template.

- Click on "New" and then "New Template."
- Copy the contract content you want to use and paste it into the template.

- Add necessary details like dates, buyer information, and seller information using custom fields.
- Ensure all required fields like property details and contact information are filled out accurately on the contact screen listed under contact, Property Info, and under contract info.

- Create spaces for buyer and seller signatures.
- Use custom values to populate names and other relevant details for signatures.

- Include contract specifics like purchase price, EMD, inspection period, and signing deadlines.
- Review the entire contract to ensure all information is correctly inputted.

- Save the completed template with a suitable name.
- Generate the template for sending, ensuring the correct users are assigned for signing.
- Send the contract electronically, either through email or by copying a link.
- There is no limit to the amount of contracts you can send, this is all FREE with your OfferBolt account.

- Preview the contract before sending to verify all details are accurately displayed.
- Make any necessary adjustments before finalizing and sending the contract to the seller.

1. Accessing Contracts in the System
 - Navigate to the contracts section on the left-hand side of the system.
 - Click on the option to select a template.
2. Creating a New Template
 - Click on "New" and then "New Template."
 - Copy the contract content you want to use and paste it into the template.
3. Customizing the Contract
 - Add necessary details like dates, buyer information, and seller information using custom fields.
 - Ensure all required fields like property details and contact information are filled out accurately on the contact screen listed under contact, Property Info, and under contract info.
4. Adding Signatures
 - Create spaces for buyer and seller signatures.
 - Use custom values to populate names and other relevant details for signatures.
5. Finalizing the Contract
 - Include contract specifics like purchase price, EMD, inspection period, and signing deadlines.
 - Review the entire contract to ensure all information is correctly inputted.
6. Saving and Sending the Contract
 - Save the completed template with a suitable name.
 - Generate the template for sending, ensuring the correct users are assigned for signing.
 - Send the contract electronically, either through email or by copying a link.
 - There is no limit to the amount of contracts you can send, this is all FREE with your OfferBolt account.
7. Reviewing and Previewing
 - Preview the contract before sending to verify all details are accurately displayed.
 - Make any necessary adjustments before finalizing and sending the contract to the seller.