Creating a contract

Create a contract blank, from a template or from an earlier project — party, terms, signature and clauses.

A contract starts as a draft. As long as it is one, you can change everything; only releasing it for signature freezes it. Whoever holds the right Create contracts may create one.

The ways to a contract

Add a contract opens two ways: Create starts blank, 1 From templates takes over a template's clauses and terms. If the project belongs to a series, From previous projects joins them: it takes over a contract from another project of the series.

A template pays off for everything that is always the same — the crew contract, the consent, the non-disclosure agreement. How to create one is described under Templates & standard signatures.

The details

1 Give it a title. 2 Choose the contracting party. 3 Who is responsible for the production and countersigns.

Title, category, typebasics
The title appears in the list and in the PDF. The category decides what the contract asks for; the type makes it more precise, such as "contract for work". A reference number is optional.
Contracting partyrequired
User picks a person of the account, Contact a contact on record, New e-mail someone who only signs via a link.
Termsoptional
Valid from and until, the fee and the currency — the project's currency is suggested. The fee goes into the budget.
Responsiblecountersignature
The person on the production side who signs after the party. With Nobody the contract applies as soon as the party has signed.
Governing lawpre-filled
The law the contract follows — suggested from the account's country. It helps decide which notices the contract carries.
Employed for a fixed termswitch
The party is employed for the duration of the contract.
Written form required by lawswitch
The contract is signed on paper, even if the law and the employment do not require it. Otherwise everyone signs electronically and confirms with a code by e-mail.

Client contract: correction rounds

With the category Client contract the Correction rounds section is added: how many rounds are included, what each further one costs and how many working days the client has to answer. A delivery's approval counts against it and shows, for example, "Round 2 of 2"; a round beyond that becomes a budget item instead of a discussion.

Consent: purposes

A Consent carries its purposes — such as publication on the website or in social media. Whoever signs ticks each purpose separately; the PDF then shows which purposes are granted.

Opening and editing the draft

The new contract is in the list under Draft; a tap opens it. At the top it says what to do next — here 1 Release for signature.

With Edit you change all details and the clauses: heading and text per clause, adding new ones, removing old ones. Everything is saved automatically.

What happens if …

If …then …
you enter a feeit appears at once as a planned item in the project's budget.
the party has no loginthey sign via a link sent by e-mail — without an account.
you delete a draftit is gone. A signed contract cannot be deleted — it is evidence.
Contracts in the project
All of a project's contracts in one place — from the draft to the signature, with status, categories and deadlines.
Signing
Release a contract for signature, sign it in the app or via a link, countersign — and what applies afterwards.