I'm looking to set up some level of automation for sending out contracts to clients. I've looked at a few different options and I'm getting a bit lost. What does everyone else use?

 

Some background:

 

I started using Adobe EchoSign a little while ago, and it's great in terms of turnaround time. Much less hassle. The problem was I used to have a bit of a generic contract template that would be changed quite a bit of each project, so whilst EchoSign sped up the signing process, I was taking way too much time to actually write up each contract.

 

I've recently adopted a more standardised contract:

• A set of terms that are identical for all contracts
• A contract confirmation note that contains some project-specific information
• Clients initial every page and have to sign the last page

Now this would be fine, but I also need to add in a project spec document to each contract. EchoSign let's you add supporting documents, but only on one of their top-tier plans that are way beyond my budget and needs.

 

If I just alter the PDF each time, I have to add all the form fields again in EchoSign, which takes ages and would defeat the whole purpose...

 

So, what do you do?

Slight update...

 

I had a mess about with EchoSign's ability to import PDF forms and have it working pretty well. Means I can have a pre-made form with all the EchoSign stuff already setup, then just tack on any extra pages needed into one PDF.

 

Still interested to know know others do it, though.

I use my own contract templates.

 

No messing around, just fill in the blanks and save as PDF.

 

Then have the client sign off on them.