New Client Contract

Simplify your contract workflows and meet client needs more quickly with this easy-to-use contract template.

Simplify your workflows

A streamlined contract process will help you start client relationships off on the right foot. Use this customizable new client contract template to streamline your document preparation and better meet customer expectations. Contracts can be generated in minutes with data from Salesforce or other third-party sources.

Add your branding

Make the right impression by adding branding elements to your document. This new client contract template is completely customizable. Use drag and drop to add or move fields around and include company branding like logos and images.

Merge data instantly

Personalize contracts for each client by pulling data from Salesforce records, online forms, or dozens of third-party apps and populating it into your documents. You’ll no longer need to worry about manually entering data or dealing with paperwork.

Share with clients

Get contracts reviewed and signed by adding Formstack Sign to your workflow. Clients can review and sign documents via email or text message. Once contracts are signed, they can be sent back to Salesforce or your storage app of choice.

Keep contracts secure

Protect the information clients share with you by activating powerful security features. Options for document security include password protection for individual contracts, data encryption, SSL, and solutions for HIPAA compliance.

We recommend Formstack to our clients because of the end-to-end solution it provides—being able to capture data, automate and route smart-filled documents, then sending that data to teammates and clients.
Emily Hulstein
VP of Operations at Denamico

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