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Contract Management: Create Templates, Customize, and Send
Contract Management: Create Templates, Customize, and Send

This article covers Renterra's new contract feature, allowing users to create, customize, and manage contract templates. You can tailor contracts, adjust signatures, and send them to customers. Below is a step-by-step guide.

Updated over 2 weeks ago

Accessing the Contract Feature

A new button called "Contract / Legal" has been added under the Admin tab.

When selected, you will see two options:

  • Standard Template – This is the default contract template that most users will continue using

  • Custom Templates – This allows users to create different contract variations for specific needs

Creating and Building a New Contract Template

To create new Contract templates, navigate to the Custom Templates section

  1. Click + New Document (leave space for image)

  2. Enter a Document Name (e.g., "Rental Contract") and Description and click Create

  3. The Template Builder will open. On the left-hand side of the page is the Template Builder where you can drag and drop Order, Text, and Page Break Elements to build out your template

    1. Text: This is any other text element (e.g. terms and conditions) that you want to add to the contract

    2. Page Break: This will automatically move all elements dragged below it to start at the top of the ensuing page

    3. Order: This element has the specific order details (e.g. Company / Customer info, line item details etc.) that you typically see at the top of a rental contract

      1. You are able to select a specific Order # to preview what the contract would look like. You can modify the font size, boldness, alignment etc. from the text editor using the pencil icon

        Note: You need an Order element to be placed in the Template Builder to be able to send it out as a Contract

  4. You can rearrange and reorder these elements in the Template Builder. You can also delete an element using the trash can icon

  5. On the right-hand side of the page is the Document Preview where you will see your template coming together

  6. At the top of the Document Preview you'll see a Signature and Initial element. You can drag and drop Signature and Initial fields where needed. You can use as many of these elements as you'd like.

  7. Click Save

Setting a Default Template

See below for instructions on how to set your default Contract template that displays on Orders

  1. Go to Admin > Contract / Legal

  2. Click Edit Default Template select a template from the dropdown

  3. Click Update Template

Whether or not the Standard Template or Custom Template is selected will be shown by an outline saying In Use

Using the Contract in an Order

  1. On an Order, go to the Contract tab

  2. The default contract template appears with text elements and signature blocks

    • Note: Signature blocks are fixed and may shift if the order changes

  3. Click Edit Signature Position, adjust placements, and click Save Positions

    1. Double check placements before sending!

Swapping Contract Templates on an Order

  1. Click Options > Swap Contract Template (leave space for image)

  2. Choose a Custom Template from the dropdown or select Switch Back to Standard Template to return to the standard template

  3. Press Submit and the updated selection will load

Note: You can send out multiple different contracts on a single order for e-Signature

Sending the Contract

  1. Click Send Contract

  2. Choose email, phone, or both

Viewing Signed Contracts & Sending Copies

  1. Navigate to the Order that has the signed contract in question

  2. To View / Download the signed contract, click the Download icon

  3. To send the signed contract via text / email, click the Send icon

Looking for additional help? Get support directly from the Renterra team! Chat with us directly or email us at [email protected].

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