The Documents & Contracts Builder lets you design templates for contracts, agreements, invoices, and other key documents. Use it to create professional documents that fit your brand and communicate what your clients need to know.

To access the Builder, go to the Documents & Contracts Templates section in your account. From there, you can create a new template or open an existing one to get started. You can also select a drafted template from the All Documents & Contracts category. This guide uses an existing template.

Name

Give your template a name here. You can update it at any time to reflect what the document is for.

Add an Element

Add text elements, media, and interactive fields to build out the functionality of your document.

Pages

In the pages tab, use drag-and-drop to rearrange the pages of your document.

Select the "+" button to add a page before or after the current one.

Document Variable

View and manage the variables attached to your document. Document variables are placeholders that get replaced with real values when the document is sent. They give you dynamic control over content, making them useful for templating and automation.

Payment Settings

This section lets you manage payment and invoicing for your document. Choose between a One-time or Recurring Invoice. Enable "Direct Payment" to collect payment immediately after signing, and toggle "Send Invoice" to email invoices on signing; otherwise they stay in drafts. When Auto Payment is enabled, the card used for the first payment will be charged automatically for all subsequent ones.

You can add a payment schedule to product lists and set payments based on the signing date or a fixed date. Signers will see the payment plan details in the product list. Configure the first payment date, set recurring payments by interval or fixed dates, and choose a percentage or fixed amounts for straightforward payment management and automation.

Settings

In Document Settings, you can enable "Override Email Configuration" to customise the "From Name and Email." You can also set an Email Subject and choose an Email Template. With the Enable Redirection to Custom URL option, when a customer signs a document or completes a payment, they can be redirected to a URL of your choice. You can set this globally for all documents and contracts, or configure it per template. Choose whether the link opens in the existing tab or a new one for a smoother experience for your clients.

You can also upload files to include as attachments in your outgoing emails. Whether the email is sent manually or through a workflow, the selected files will be delivered as standard email attachments, fully visible and downloadable from the recipient's inbox. Drag and drop your files or browse your device to upload them. Supported formats are SVG, PNG, JPG, and PDF, with a maximum size of 15 MB per file.

Typography

Adjust the font type, size, and styling of your text elements to match your brand and improve readability.

Alignment

Control how text and other elements are positioned in your document. Align content to the left, centre, or right depending on your layout.

Further Customisations

  1. Add Line Height: Adjust the vertical spacing between lines of text to improve readability and layout.
  2. Disc List: Create a bulleted list using disc-shaped bullets to organise and present information.
  3. Text Color: Change the colour of selected text to match your design or brand guidelines.
  4. Format Selected: Apply specific formatting options to highlighted text.
  5. Custom Values: Add custom values that are replaced dynamically when the document is generated.

Undo and Redo

  • Undo: Revert the last change made to your document, so you can quickly correct mistakes or go back to a previous state.
  • Redo: Reapply the last change that was undone, restoring the document to where it was before the undo.

Publish

Once you're happy with the document, use this button to publish it.

Use Template

Click "Use Template" to convert the document into a draft that can be sent out to recipients.

Save

Click Save to keep your changes.

This tool helps you keep your documents on-brand and communicates what your clients need to know clearly and consistently.