Contracts lets you build a document with fillable and signable fields, then send it out for electronic signature. You can track a sent contract's status from send through completed signature, and VipeCloud stores the finished document once every signer has completed it.
Limits depend on your plan - FSE plans include 25 contracts per month, and Enterprise plans include 10 per month, both with no rollover.
If you need more, or are a non FSE / Enterprise user, you can purchase an add-on of 10 additional contracts for $20.
How to Create a Contract
Click Contracts under CRM in the left sidebar, in the Deals section of the CRM navigation.
Click Create New.
In the Choose Or Upload File For Contract window, select an existing file from My Files, or click Add Content to upload a new one.
The file opens in the Contract Builder, ready for you to add fields.
How to Add Fields in the Contract Builder
This section is inside the Contract Builder, opened from the previous step.
The right side of the builder lists the parties on the contract, with First Party added by default. Click the + next to First Party, then click Add Second Party if the contract needs a second signer - for example, when your company and the customer both need to sign.
To add a field to the document:
Drag a field type from the panel onto the document, at the spot where you want it to appear.
The field is added to the selected party's list on the right (for example, Text Field 1, Signature Field 1). Click the field to rename its label - for example, renaming a Date field to Signing Date.
If you added a Second Party, switch to that party in the panel and repeat these steps to add their fields.
Most Commonly Used Field Types
Text - Use this for anything the signer needs to fill in themselves, such as a name, address, or phone number - leave it blank and assign it to their party. You can also use a Text field to prefill information yourself: place it on the document, then double-click into it and type the value. This is useful for anything you already know the answer to, so the signer doesn't have to enter it.
Signature - Captures the signer's legal signature. Assign one to each party that needs to sign the document.
Initials - Works the same way as the Signature field, but for sections that only need to be initialed rather than fully signed.
Date - Automatically fills in with the date the document is signed. Place it anywhere a date needs to appear - you don't need to fill it in yourself.
Other Field Types
Number - a numeric field
Image - an image upload field
Checkbox - a single checkbox
Multiple - a multiple choice field
File - a file upload field
Radio - a radio button field
Select - a dropdown field
Cells - a cell/table style field
Stamp - a stamp field
Phone - a phone number field
How to Set a Contract Type
Click the Contract Type dropdown near the top of the builder to choose a type. General is the only system type available by default.
To add your own type, click Manage Types, enter a name under Your Types, and click Add.
Contract Type also lets you filter your sent contracts by type later - for example, pulling up every outstanding FDD you've sent.
How to Share a Contract or Change Its Folder
Click Edit Folders & Sharing to add the contract to a folder or share it with your team. New contracts are placed in the My Templates folder by default.
Click Save & Return to Contracts at any point to save your changes and go back to the Contracts list without sending.
How to Send a Contract for Signature
From the Contract Builder, click Send Contract.
Under Signers, choose the contact for each signer slot from the Choose Contact dropdown. A contract with one party shows a single Signer field; a contract with two parties shows Signer 1 and Signer 2, set independently.
Optional: enter a message under Add a Note for the signers to see.
Optional: set a date under Expiration - signers can no longer sign after that date.
Click Preview to review the document, or Send Now to send it immediately.
Each contract you send counts as one document against your plan's monthly contract limit, whether or not it's ever signed. Your remaining count for the month is shown at the top of the Send Contract window.
How to Track a Sent Contract's Status
Click Sent Contracts on the Contracts page to see everything you've sent. Each contract moves through these statuses:
Sent - sent but not yet opened
Viewed - a signer has opened it
Started - a signer has begun filling it out
Signed - completed by all parties
Declined - a signer declined to sign
Expired - the expiration date passed before signing was completed
Use the All Sent Contracts dropdown to filter by Viewed But Not Started, Started But Not Completed, Completed, or Deleted. You can also filter by Contract Type to pull up a specific set of sent contracts, such as every outstanding FDD.
Once every party has signed, VipeCloud saves the completed document to your Signed Contracts folder, attaches it to the contract's primary contact, and emails a copy to you and every signer.
How to See Contract Activity on a Contact Record
Every step of a contract's progress is logged to the Activity feed on the primary contact's record, including Contract Sent, Contract Viewed, Contract Started, and Contract Signed, each with a timestamp and the document name. This gives you a running history of a signer's engagement without needing to check Sent Contracts.
Once a contract is signed, the completed document also appears in the Content section of the contact record, alongside any other files attached to that contact.
What Signers See When They Receive a Contract
The signer gets an email titled "[Document Name] - Signature Requested By [Your Name]," with any note you added and a Review And Sign button. The email also warns the signer not to forward it, since forwarding could let someone else access the document.
When the signer clicks Review And Sign, the document opens with their assigned fields ready to complete. Date fields fill in automatically with the current date. To sign, the signer clicks their Signature field, then types or uploads a signature and clicks Sign And Complete.
After signing, the signer sees a confirmation page and receives an emailed copy. Once every signer has completed their fields, you and all signers receive a final email with the fully signed document attached.