A streamlined contract process will help you start client relationships off on the right foot. Use this customizable new client contract template to streamline your document preparation and better meet customer expectations. Contracts can be generated in minutes with data from Salesforce or other third-party sources.
Make the right impression by adding branding elements to your document. This new client contract template is completely customizable. Use drag and drop to add or move fields around and include company branding like logos and images.
Personalize contracts for each client by pulling data from Salesforce records, online forms, or dozens of third-party apps and populating it into your documents. You’ll no longer need to worry about manually entering data or dealing with paperwork.
Get contracts reviewed and signed by adding Formstack Sign to your workflow. Clients can review and sign documents via email or text message. Once contracts are signed, they can be sent back to Salesforce or your storage app of choice.
Protect the information clients share with you by activating powerful security features. Options for document security include password protection for individual contracts, data encryption, SSL, and solutions for HIPAA compliance.