Build a contract template
Creating a contract template allows you to build a reusable framework for your most common agreements, ensuring a fast and consistent signing experience for your clients.
On mobile, tap the New (+) button in the bottom navigation bar and select New Contract to open the template builder.
Access the Template Builder
Click the "New" button on the left-hand navigation menu.
Select "New Agreement" from the dropdown.
On the templates page, select the "Build your own" option.
Design Your Template
Title Your Agreement: Give your template a clear title. This will be the document name your customers see when they receive it for signature.
Draft Your Content: Write or paste your agreement into the body section. Use the formatting toolbar to add headers, lists, and indentation to ensure the document is professional and easy to read.
Pasted content is inserted as plain text. If you copy from another document, formatting is stripped on paste. Use the toolbar to reformat after pasting.
Insert Dynamic Fields: To add signature lines, date selectors, text inputs, or a payment-method request, type "/" or click the "Add" button and select the corresponding input.
Review & Save: Once your draft is complete, click "Review" in the bottom right corner. Add an internal description to help you identify the template later, then click "Save."
Using Your Template
To send an agreement based on your new template:
Select the Template: Choose your custom template from the "New Agreement" menu.
Assign Fields: Fill out any necessary fields yourself, or mark them for another signee to complete. You can add brief explanations to each to guide your client through the signing process.
Send for Signature: Once the fields are assigned, send the agreement.
For a full walkthrough, see our article titled "Sending an agreement".
Clients and Signers
Adding a Signer to an agreement is a "siloed" action. In other words, when you send an agreement, Mallow will not automatically create a client record in your Portal using the name and email address of the Signer. Contracts and clients are separate.
What Happens Next?
Automated Notifications: All signees receive an email with a secure link to review and e-sign the document.
Instant Record Keeping: Once all parties have signed, everyone automatically receives a downloadable PDF copy for their records.
Secure Storage: A finalized copy is permanently stored in your Mallow account for easy access at any time. You may also download a PDF copy to store elsewhere.