** This article describes features associated with an end-to-end deal process on Outlaw, assuming your team has already set up and activated at least one dynamic template. To learn how to create contracts not starting from templates, click here. **
1. Create New Contract
To begin working on a new deal, navigate to "Contracts" tab and then click the purple "+" sign and choose "Generate from template":
2. Contract Set Up
Fill in all dynamic elements (blue click-able fields) in contract text. Example: annual starting salary:
"Parties" are a special kind of dynamic field where information for individuals who are signing the document get filled in:
A counterparty's signer can fill in and edit their own information, but can not edit the rest of the document unless you give them access to do so.
Note: if a feature called "Auto-Include" has been activated, this information for your side of the deal may populate as soon as a new agreement is created. To learn about activating or adjusting this setting, click here.
3. Share Contract
Sharing is how people gain access to contracts on Outlaw. The Manage Users Panel is where you go to share contracts with people--including the counterparty when it's time for them to review and sign the document. The panel opens at upper right of the contract screen (person icon):
In this panel you can share a contract with someone already listed there, add a teammate (someone in your organization), or add a new user external to your organization.
Click "share" under a user's name to generate an invitation for that user (via email notification or link) to view the contract. If the word "share" does not appear under the user's name, it means this person already has access to the deal (contract was shared and accessed previously).
4. Negotiate: every deal process is unique!
Outlaw has a ton of features for deal review and negotiating: red-lining, commenting, internal approval workflows, and more. Click the links to learn more about some of the ways to close better and faster with Outlaw.
Once all dynamic fields are filled in and all negotiation points have been resolved, parties can sign when ready. Users who are authorized signers simply click or tap the appropriate e-signature field:
Questions? Live chat us!
Reach Customer Success during business hours (US-EST) by hitting the speech bubble icon at lower right of the Outlaw screen: