How can I use the form builder to create a contract?
Sep 6, 2016 | By: Zibster, LLC
With any business transaction, it is customary to sign a contract so that all parties involved are on the same page, but having to keep up with all that paperwork can be frustrating. Using the Zibster Forms tool makes creating, sending and managing your contracts easy by keeping everything digital so your contracts are accessible from anywhere.
STEP 1: CREATE FORM
To begin, click on the FORMS icon at the top of your control panel. From there, click on the FORM EDITOR tab.
To create a new form, click on the NEW FORM button. This will bring you to all the available form templates. Choose your template by clicking on the SELECT button that corresponds with your chosen template.
STEP 2: ADD FIELDS FOR CUSTOMER INFO
This will bring you to your form builder with a few default fields already added (name, email, phone, and message). You can edit/delete these fields as needed, and you can add any additional fields to make sure you get all necessary information regarding the contract.
The example below is using the TITLE field for the "Client Information" label. Below that, many of the CONTACT fields are being used: FULL NAME, EMAIL, PHONE, ADDRESS, FACEBOOK, and TWITTER.
Another essential part of a contract form is the contract itself. This information is best added using the EDITORform field available under STANDARD FIELDS. You may also want to add a LINE (also in standard fields) to separate this section from the client information section.
After you've added the EDITOR field, click on the text box and enter the appropriate text.
Pro-Tip: You may want to add this contract text in your Email Thank You Message in the Form's settings so that your customer will have a copy of the contract details.
STEP 4: ADD SIGNATURE FIELD
At the end of the contract, make sure to include a SIGNATURE field.
To add this field to the form, scroll down to the bottom of the page and open the section labeled FILE UPLOADS, PAYMENTS, AND MORE and click on the SIGNATURE element.
Your client will type their name into the box and it will be entered in what will look like a signature.