A contract step process is the method by which information is entered into the Contract Writer so that a PDF contract can be generated and can be constructed so that team members are prompted to enter all of the information you would like to collect about a contract. To ensure all of the most important information is collected, you can also make fields mandatory so that the sales team cannot proceed with the contract writing process without completing the required fields.
Building a Contract Step Process
To begin, click Create Contract Step Process then click to edit Step 1. Rename the step and section if desired, then select which information to include in the section. If you would like a field to be mandatory, use the checkbox to make it required.
For some data points, you can also choose to display fields pertaining to that data, and to make some of those fields mandatory as well. Click Confirm Fields to view the possible fields for each data point. For example, for the Primary Purchaser field, you could choose to display the legal name, address, phone number, email address, and date of birth and make the legal name, address, and phone number fields mandatory. Click the Confirm Fields button to save the changes.
If you would like to change the order the fields are displayed in, move them around by clicking the hamburger icon to the left and drag to the desired spot. When you are ready, click Confirm Step to save the changes.
Create as many steps as make sense for your project. For example, your contract steps might look like this:
| Step | Fields |
| Purchase Price |
Purchase Price Discounts |
| Dates |
Contract Date |
| People |
Purchasers
Agents
Team Members
|
| Color Scheme & Options |
Color Schemes
Options & Upgrades
|
| Commissions |
External Commission Structure 1 External Commission Structure 2 |
| Deposits |
Deposit Structure 1 Deposit Structure 2 |
When all of your steps have been added and confirmed, click Finish to save the contract step process.
Editing a Contract Step Process
As your project proceeds through the sales process, your contract step needs may change. To edit the contract step process, navigate to Settings → Contracts and select the Contract Builder tab. Click on the contract step process you wish to edit and navigate to the step you wish to edit. Make the necessary changes and click Confirm Step. Edit other steps as needed and click Finish when you are done to save all changes.
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