Now that you've set up your workflow with multiple questionnaires, let's create a contract using it! SpotDraft will gather the information from the questionnaires and dynamically generate a final contract based on the template you uploaded. Let's walk through the steps to get this done:
Step 1: Creating a new contract
- Select the template: Click on “New” and select the template you wish to create a contract with. Please keep in mind that multiple questionnaires should have been set up for this template by your administrator.
Step 2: Filling in Party Information
- Party Information Tab: On the "Party Information" tab, you'll provide the details of your company and the counterparty.
Step 3: Assigning Collaborators to Questionnaires
- Assigning Collaborators Tab: Click the "Assigning Collaborators" tab.
- Team or User Selection: You'll see a list of teams or users. Select the team or user who needs to fill out the questionnaire for this specific contract.
- Next: After assigning collaborators, click "Next".
- Email Notification: SpotDraft will automatically send an email to the assigned team or user, inviting them to complete the questionnaire.
Step 4: Collaborators Fill Out Questionnaires
- Accessing the Questionnaire: When your assigned collaborators receive the email, they can click on the link to access the questionnaire.
- Answering Questions: The questionnaire will display the sections and questions you created in Part 1. They'll fill in the information and click "Submit"
- Contract Status: Once all the questionnaires are completed, the contract will be ready to be sent to the counterparty. You'll see the contract status update to reflect this.
You've now successfully created a contract using a workflow with multiple questionnaires!
Remember, this streamlined process can save you time and effort while ensuring all necessary information is collected from the right people. If you have any questions, please refer to our online help center or contact our support team.