The Sign/Sell Contract Integration streamlines the process by seamlessly combining contract signing and selling procedures. This integration simplifies contract formation by integrating signing capabilities directly into the sales workflow.
QLD: Contract Form
What data is being shared for QLD Contract Form
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Vendor Details - Name, Email, Mobile
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Vendor Solicitor - Solicitor Name & Email
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Buyer Details - Name, Mobile, Address, Email, Company Name (ABN & ACN)
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Buyer Solicitor - Company Name, Solicitor Name, Phone, Email, Address
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Buyer Agent - Name, Email, Address, Phone
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Pricing - Purchase Price, Initial Deposit, and Balance Deposit
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Settlement Period
Limitation with QLD Contract Form
Currently, we don't copy over the conditions from Sell to Sign, nor the finance condition offer question such as if the buyer is buying with cash or requires finance.
Custom questions on the make an offer process is not part of this integration, those custom question & the answers will NOT show on the contract.
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What about if the contract was already prepared with special conditions /annexures on one of the duplicates?
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The special conditions and annexures created from the duplicates won't go to the other contracts. It will only stay where they were created ie the master contract
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If additional documents added in Sell get added to the signed contract these won't show on the generated contract. QLD users must use the annexure function to add these
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How to
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Create your Master contract in Sign
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Activate your property in Sell
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When you are ready to generate a contract for the prospective buyer to sign (Offer or winning Bids)
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Head over to the Sell tab, and click on the Buyers from the left-hand side
5. Under Contract of Sale - click either Generate Contract or “Re-generate contract”
6. A pop-up will appear, click Prepare and sign the contract
7. You will be redirected to the online form with the prepopulated details.
8. Review and add any additional special conditions or annexures (REMEMBER: Any documents you want to add to the contract you must add via annexure tab, documents added in the sell tab will not bundle in)
9. Send it off to the buyers to sign
VIC - Contract Form
What data is being shared for VIC Contract Form
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Vendor Details - Name, Email, Mobile
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Buyer Details - Name, Mobile, Address, Email
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Pricing - Purchase Price
Limitation with VIC Contract Form
Currently, we don't copy over the conditions from Sell to Sign, nor the finance condition offer question such as if the buyer is buying with cash or requires finance.
Custom questions on the make an offer process is not part of this integration, those custom question & the answers will NOT show on the contract.
How to for VIC Contract Form
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Create your Master contract in Sign
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Activate your property in Sell
-
When you are ready to generate a contract for the prospective buyer to sign (Offer or winning Bids)
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Head over to the Sell tab, and click on the Buyers from the left-hand side
5. Under Contract of Sale - click either Generate Contract or “Re-generate contract”
6. A pop up will appear, click Prepare and sign the contract
7. The details will populate on the online form, continue like you normally would and click submit
8. If you have added documents in the Sell tab - it will bundle to the contract at the end