How to create e-contracts in Pawlytics

Learn how to create 100% customizable e-contracts right from your Pawlytics account!

E-contracts are at Pawlytics! This article will show you how to CREATE e-contracts. Please note that only Admin level Users are able to create and/or edit e-contracts. Any User in Pawlytics will be able to send e-contracts. To learn how to SEND e-contracts, please click here.

Turn on your new E-Contract feature

  • Navigate to your organization's settings and click on "E-Contracts". 

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  • Toggle on and confirm that you want to turn on this premium feature. Please note that each signed contract will add $1 to your monthly bill.  

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Create Your Contract

Now you are ready to create your e-contract! You can have an unlimited amount of e-contracts stored in your account.

  • To create your template, click on the "Add New E-contract Template" button. 

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  • A new box will pop up for you to enter your organization's customized text for the e-contract. Give the e-contract a title. This title will be shown when you choose which e-contract to send and will show in the email sent to the signer. 

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  • Under the contract's title, you will see auto-tags that you can use within your e-contract. These auto-tags will automatically fill in the applicable information when the e-contract is sent. For example, if you used { { {PET_BREED} } } in the contact, and the pet is listed as a Siamese, the word Siamese will auto populate in the sent contract. (Cool, huh!?) To use these tags, simply copy the tag and paste it in the contract's body. 

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  • Once you scroll past the tags, you will see where you enter the contract's body. This section works like any text application. You can copy and paste text or free type the text. Here you will want to type everything you want included in the e-contract. You can add formatting and tags.   

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  • Once you have the text you want included in your contract, click "Save", and your e-contract will be created and saved in your org's settings!

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Now that you have your e-contract created, learn how to send them here!! 

Example of email sent to signer

The following is what the signer will see in their email when the contract is sent. Your rescue's name and logo will automatically show at the top. The signer just needs to click "Read and Sign Contract" to open and sign the contract. 

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Example of contract sent to signer

The following is an example of what the contract will look like for the signer. They can use their mouse or finger to sign the bottom signature box. They will need to click "Submit" to send the contract. 

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