Contracts and signing. From draft to ready to send.
From template and customer to terms, signer and branding. Finish with a verified saved draft, before sending.
Isolated demonstration data. The document stays a draft; no contract was sent and no signature was collected.
A 5-minute video in 20 chapters. Jump directly to the step you need.
A clear document. Before you send.
Prepare a contract from a template, review its details and save a draft. Finish by checking it was saved and remains unsent.
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A clear document. Before you send. Prepare a contract from a template, review its details and save a draft. Finish by checking it was saved and remains unsent. Original Lynxbe screens · Demo dataA clear document. Before you send. Prepare a contract from a template, review its details and save a draft. Finish by checking it was saved and remains unsent. Original Lynxbe screens · Demo data
Start with a new contract. In the Contracts tab, choose New from template. Select the contract template Example service agreement. Original Lynxbe screens · Demo dataStart with a new contract. In the Contracts tab, choose New from template. Select the contract template Example service agreement. Original Lynxbe screens · Demo data
Give the document a recognizable name. In Details, use Service agreement — Dana Example as the document title. The template and the document have different names. Original Lynxbe screens · Demo dataGive the document a recognizable name. In Details, use Service agreement — Dana Example as the document title. The template and the document have different names. Original Lynxbe screens · Demo data
Find the right customer. Open the customer picker and find Dana by name, email or phone. Select the matching record. Original Lynxbe screens · Demo dataFind the right customer. Open the customer picker and find Dana by name, email or phone. Select the matching record. Original Lynxbe screens · Demo data
One selection. Details to check. Dana is selected as the document customer. Check the selection and contact details; review the signers separately. Original Lynxbe screens · Demo dataOne selection. Details to check. Dana is selected as the document customer. Check the selection and contact details; review the signers separately. Original Lynxbe screens · Demo data
Fill in what the service includes. Complete the template fields for the service and delivery summary. Check that required fields are filled. Original Lynxbe screens · Demo dataFill in what the service includes. Complete the template fields for the service and delivery summary. Check that required fields are filled. Original Lynxbe screens · Demo data
Review the details before continuing. Check the title, customer and template fields. Leave Amount empty and No expiry in this example, then continue to Terms & Signers. Original Lynxbe screens · Demo dataReview the details before continuing. Check the title, customer and template fields. Leave Amount empty and No expiry in this example, then continue to Terms & Signers. Original Lynxbe screens · Demo data
Terms and signers. Before creation. In Terms & Signers, review the conditions and who will be asked to sign. The wizard also offers a document preview. Original Lynxbe screens · Demo dataTerms and signers. Before creation. In Terms & Signers, review the conditions and who will be asked to sign. The wizard also offers a document preview. Original Lynxbe screens · Demo data
Read the terms. Then adapt them. Enter the example conditions and check them against the document. This wording is for demonstration. Original Lynxbe screens · Demo dataRead the terms. Then adapt them. Enter the example conditions and check them against the document. This wording is for demonstration. Original Lynxbe screens · Demo data
The customer is also our signer. Fill Dana in the signer form and check the name and email. Add a phone if needed, then use Add signer. Original Lynxbe screens · Demo dataThe customer is also our signer. Fill Dana in the signer form and check the name and email. Add a phone if needed, then use Add signer. Original Lynxbe screens · Demo data
See the signer in the list. Use Add signer and check Dana appears with the correct email. At least one signer is required to continue. Original Lynxbe screens · Demo dataSee the signer in the list. Use Add signer and check Dana appears with the correct email. At least one signer is required to continue. Original Lynxbe screens · Demo data
Turn sending off. Keep control. Explicitly turn off Send for signature now. It is on by default; this example creates a draft without sending a link. Original Lynxbe screens · Demo dataTurn sending off. Keep control. Explicitly turn off Send for signature now. It is on by default; this example creates a draft without sending a link. Original Lynxbe screens · Demo data
Brand the document. Keep its meaning. Open Branding & Layout and check the brand kit and preview. This example uploads no new files. Original Lynxbe screens · Demo dataBrand the document. Keep its meaning. Open Branding & Layout and check the brand kit and preview. This example uploads no new files. Original Lynxbe screens · Demo data
A logo is not a customer signature. Keep Show logo and Apply brand colours, and turn off Show supplier signature. Business artwork is not a signer signature. Original Lynxbe screens · Demo dataA logo is not a customer signature. Keep Show logo and Apply brand colours, and turn off Show supplier signature. Business artwork is not a signer signature. Original Lynxbe screens · Demo data
Review the actual document. Open Full preview and read the customer, service, delivery summary and conditions. Previewing does not send the document. Original Lynxbe screens · Demo dataReview the actual document. Open Full preview and read the customer, service, delivery summary and conditions. Previewing does not send the document. Original Lynxbe screens · Demo data
One last check. Then create. Check the title, content and signer. Confirm Send for signature now is off, then choose Create. Original Lynxbe screens · Demo dataOne last check. Then create. Check the title, content and signer. Confirm Send for signature now is off, then choose Create. Original Lynxbe screens · Demo data
Created. As a draft. Find the service agreement in the list and check Draft. It has not been sent or signed. Original Lynxbe screens · Demo dataCreated. As a draft. Find the service agreement in the list and check Draft. It has not been sent or signed. Original Lynxbe screens · Demo data
Find the same draft again. Filter to drafts and locate the same document. Filtering changes the list, not the document status. Original Lynxbe screens · Demo dataFind the same draft again. Filter to drafts and locate the same document. Filtering changes the list, not the document status. Original Lynxbe screens · Demo data
Open what was saved. Open the document details and saved preview. Check that the customer, service and conditions match the entered values. Original Lynxbe screens · Demo dataOpen what was saved. Open the document details and saved preview. Check that the customer, service and conditions match the entered values. Original Lynxbe screens · Demo data
A saved draft. A signer still waiting. Reload the same document and check Draft, Dana pending and zero signatures. This is where the guide ends. Original Lynxbe screens · Demo dataA saved draft. A signer still waiting. Reload the same document and check Draft, Dana pending and zero signatures. This is where the guide ends. Original Lynxbe screens · Demo data
Original Lynxbe screens use isolated demonstration data. The creation wizard, customer picker and document details belong to the original interface. Turn off Send for signature now, which starts on, and save a draft only. No live sending, signing, billing or customer change occurs. Interface language does not translate a document: check the template text and Hebrew formatting even when the interface is English. Pages are the original product screens; the full application menu is not captured.
The steps. At your pace.
Before starting: the correct business, contract view and create access, a suitable template and verified customer and signer details. Read the conditions. For a draft only, explicitly turn off Send for signature now before Create.
Choose the document you intend to prepare.
Open Contracts in the correct business with contract view and create access. This example prepares an ordinary contract from a template. A proposal is another document type; draft, sent and signed are stages in a document lifecycle. This guide does not convert proposals into contracts or use the separate Pay proposals system. Our outcome is a draft only.
Start a contract and select its template.
In the contracts tab, choose New from template and Example service agreement. Select a template suited to the content you intend to prepare. Its name is not a customer name or approval of its terms. The original wizard has four steps: Template, Details, Terms & Signers, Branding & Layout. Available templates in your business may differ from the isolated example.
Name the document and select an existing customer.
Enter Service agreement — Dana Example in Details. Open the customer picker and search for Dana by name, email or phone. Check the record before selecting it. The example uses dana@example.invalid and +12025550146. Selecting a customer fills details; it does not add a signature or replace checking the signer list later.
Complete the template fields.
Enter Inquiry management and workflow setup for the service description, and Workflow summary and team walkthrough for the delivery summary. The service description is required in this template. Check required fields before Next. The example enters no Amount and sets no expiry; ILS stays the default currency. There is no payment request. Interface language does not translate content: inspect the template text, entered content and Hebrew formatting even with an English interface.
Read and edit the conditions.
Use the original Terms & Signers editor. The example says: Work begins after the scope is approved. Changes are agreed in writing. This is demonstration text only. If you load defaults, read them all because they become part of the document. Check the wording against the document you intend to prepare. A template or a created record is not a legal-validity guarantee.
Add a signer, not just input values.
Check the signer fields prefilled when selecting the customer. A name and valid email are required. Use Add signer and verify that Dana actually appears in the list with dana@example.invalid. The example also keeps the phone. A duplicate signer email is rejected. At least one signer is needed to continue, but appearing in the list is not signing or sending.
Explicitly turn off Send for signature now.
This is required for our draft-only example: the original switch starts on. Turn off Send for signature now before Create. When enabled, Create can immediately email and WhatsApp the signing link. The isolated example keeps the switch off and saves a draft without sending a customer message.
Check branding and open Full preview.
Open Branding & Layout and review the selected kit, logo and colors. Keep Show logo and Apply brand colours on, and turn Show supplier signature off. Business-signature artwork is not a customer signature. Open Full preview and read the customer name, service fields and terms. Inspect the actual content in either interface language; changing the interface does not translate it.
Create once and confirm the record appears.
Close preview. If unsure about sending, return to Terms & Signers, verify the switch is off and return to branding. Check the title and signer, then choose Create. Wait for the saved record in the list. A closed wizard or success notice is not enough. Check that the saved document remains Draft.
Filter and locate the same record.
Select Draft in the contracts list and locate the document by title and customer. A filter does not change status, send or delete a document. If missing, clear search and filters before creating again. Open the existing record instead of making a duplicate.
Reopen, reload and verify the saved details.
Open the draft details and saved preview. Check the customer, service, delivery summary and terms. Reload the same document, open Details and its Signers section, and verify Draft, one Pending signer and zero signatures. Supplier-signature branding remains off. Downloading or previewing a PDF does not prove signing. This is the end of the guide, before any send.
Understand the later statuses.
Draft means this example has not entered sending. Sent marks the sending stage and alone does not prove email or WhatsApp delivery. Viewed records a link view; Partially signed means only some signers signed; Signed records completed signatures. Check signers, events and the actual copy too. Do not infer payment from signing. These later states are source-based explanations, not outcomes achieved in this demonstration.
Our isolated result: Service agreement — Dana Example is saved as Draft with one Pending signer, Dana, and zero signatures. Customer details, template values, terms and branding are read back from the same document. No signing link was sent.
Next disabled? Check the title, customer, required fields and an actually added signer. Draft missing? Clear search and filters before creating again. Branding and previewing are not signing; a sent status alone does not prove delivery.
The screens and behavior checked.
Content checked against Lynxbe screens and source behavior on 15 October 2026. The demonstration is isolated; it does not prove sending, signing, delivery or legal validity.
Walk through the same document.
A read-only walkthrough. Select a step or use Next. It creates no live contract, sends no link, records no signature and charges nothing.
A clear document. Before you send.
Contracts brings documents, signers and signing progress together. Use it to prepare a document and see who still needs to sign. We prepare a service agreement for Dana and stop at a draft. A draft is neither a document delivered to a customer nor a signed document. Customers, templates and records here are isolated demonstration data.
A clear document. Before you send.
Contracts brings documents, signers and signing progress together. Use it to prepare a document and see who still needs to sign. We prepare a service agreement for Dana and stop at a draft. A draft is neither a document delivered to a customer nor a signed document. Customers, templates and records here are isolated demonstration data.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Start with a new contract.
Open Contracts in the correct business, stay in the contracts tab and choose New from template. The original creation wizard opens. Select Example service agreement, a contract template with a document body and fill-in fields. It is a published global template in the isolated example. Your available templates may differ. This guide prepares an ordinary contract without a proposal or payment request.
Start with a new contract.
Open Contracts in the correct business, stay in the contracts tab and choose New from template. The original creation wizard opens. Select Example service agreement, a contract template with a document body and fill-in fields. It is a published global template in the isolated example. Your available templates may differ. This guide prepares an ordinary contract without a proposal or payment request.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Give the document a recognizable name.
Selecting the template opens Details. Enter Service agreement — Dana Example as Document Title. A clear title helps you find the document later. Renaming this document does not rename its source template. Check that this is the intended agreement before selecting a customer.
Give the document a recognizable name.
Selecting the template opens Details. Enter Service agreement — Dana Example as Document Title. A clear title helps you find the document later. Renaming this document does not rename its source template. Check that this is the intended agreement before selecting a customer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Find the right customer.
Open the original customer picker from Client Name and search for Dana. Identify the customer using the name, email or phone, then check the matching record before selecting it. This matters when names are similar. The example selects an existing isolated customer; it does not create another customer.
Find the right customer.
Open the original customer picker from Client Name and search for Dana. Identify the customer using the name, email or phone, then check the matching record before selecting it. This matters when names are similar. The example selects an existing isolated customer; it does not create another customer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
One selection. Details to check.
Check that Dana Example is selected, with dana@example.invalid and +12025550146. The selection supplies customer details and helps fill the signer form later. Selecting a customer is not a signature. Even when the customer name appears in the document body, add and verify the signer in Terms & Signers.
One selection. Details to check.
Check that Dana Example is selected, with dana@example.invalid and +12025550146. The selection supplies customer details and helps fill the signer form later. Selecting a customer is not a signature. Even when the customer name appears in the document body, add and verify the signer in Terms & Signers.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Fill in what the service includes.
Enter Inquiry management and workflow setup as the service description, and Workflow summary and team walkthrough as the delivery summary. These example values fill the named template fields. The service description is required in this template. Field names and required fields come from the selected template, so check them for each document.
Fill in what the service includes.
Enter Inquiry management and workflow setup as the service description, and Workflow summary and team walkthrough as the delivery summary. These example values fill the named template fields. The service description is required in this template. Field names and required fields come from the selected template, so check them for each document.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Review the details before continuing.
Check the document title, customer and required template fields. Leave Amount unfilled and keep No expiry; the default currency remains ILS. No charge or payment request is created. Choose Next. Changing the interface language does not translate the document: inspect the template text, entered values and Hebrew formatting in preview, even when the interface is English.
Review the details before continuing.
Check the document title, customer and required template fields. Leave Amount unfilled and keep No expiry; the default currency remains ILS. No charge or payment request is created. Choose Next. Changing the interface language does not translate the document: inspect the template text, entered values and Hebrew formatting in preview, even when the interface is English.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Terms and signers. Before creation.
Terms & Signers brings the conditions and intended signers together. Read the terms before adding the signer. A document preview is available here. The conditions become part of the document content; they are not merely an internal team note. The short wording in this guide is demonstration text only.
Terms and signers. Before creation.
Terms & Signers brings the conditions and intended signers together. Read the terms before adding the signer. A document preview is available here. The conditions become part of the document content; they are not merely an internal team note. The short wording in this guide is demonstration text only.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Read the terms. Then adapt them.
Use the original editor to enter: Work begins after the scope is approved. Changes are agreed in writing. Read all entered text, including any defaults you loaded. This guide teaches editing in the system. It does not establish that these example terms suit your business agreement or make a legal-validity claim.
Read the terms. Then adapt them.
Use the original editor to enter: Work begins after the scope is approved. Changes are agreed in writing. Read all entered text, including any defaults you loaded. This guide teaches editing in the system. It does not establish that these example terms suit your business agreement or make a legal-validity claim.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
The customer is also our signer.
Check the signer fields prefilled by selecting the customer. Confirm Dana Example and dana@example.invalid; the example also keeps +12025550146. The system requires a name and valid email and rejects a duplicate email in the signer list. Values sitting in the input fields are not yet an added signer: use Add signer.
The customer is also our signer.
Check the signer fields prefilled by selecting the customer. Confirm Dana Example and dana@example.invalid; the example also keeps +12025550146. The system requires a name and valid email and rejects a duplicate email in the signer list. Values sitting in the input fields are not yet an added signer: use Add signer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
See the signer in the list.
Use Add signer and check the name and email in the actual signer list. This example has one signer. Remove an incorrect recipient before continuing, then add the correct person. Adding a signer alone does not send a link or record a signature; sending is controlled separately.
See the signer in the list.
Use Add signer and check the name and email in the actual signer list. This example has one signer. Remove an incorrect recipient before continuing, then add the correct person. Adding a signer alone does not send a link or record a signature; sending is controlled separately.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Turn sending off. Keep control.
Scroll to Send for signature now and switch it off. The original wizard starts with this switch on. When enabled, Create can immediately email and WhatsApp the signing link to signers. With it off, the example saves a draft without sending a link. Check the switch before proceeding to branding and again if you go back to edit.
Turn sending off. Keep control.
Scroll to Send for signature now and switch it off. The original wizard starts with this switch on. When enabled, Create can immediately email and WhatsApp the signing link to signers. With it off, the example saves a draft without sending a link. Check the switch before proceeding to branding and again if you go back to edit.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Brand the document. Keep its meaning.
Choose Next to open Branding & Layout. Check the selected brand kit and what the preview shows. The logo, colors and placement affect the document appearance. They do not change the intended signer or approve the agreement. The example uses the isolated business brand kit without uploading a new logo or signature.
Brand the document. Keep its meaning.
Choose Next to open Branding & Layout. Check the selected brand kit and what the preview shows. The logo, colors and placement affect the document appearance. They do not change the intended signer or approve the agreement. The example uses the isolated business brand kit without uploading a new logo or signature.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
A logo is not a customer signature.
Check Show logo and Apply brand colours. Keep them on in this example and turn off Show supplier signature. This lets us review the document without supplier-signature decoration. A supplier signature shown as branding does not prove that the customer signed. Check layout and logo placement in preview without replacing the template content.
A logo is not a customer signature.
Check Show logo and Apply brand colours. Keep them on in this example and turn off Show supplier signature. This lets us review the document without supplier-signature decoration. A supplier signature shown as branding does not prove that the customer signed. Check layout and logo placement in preview without replacing the template content.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Review the actual document.
Open Full preview and read the actual body. Check the customer name, entered field values, complete conditions and readable branding. Interface language is not automatic translation: inspect the template text, entered content and Hebrew formatting themselves. Close preview and return to the wizard to correct anything before creation.
Review the actual document.
Open Full preview and read the actual body. Check the customer name, entered field values, complete conditions and readable branding. Interface language is not automatic translation: inspect the template text, entered content and Hebrew formatting themselves. Close preview and return to the wizard to correct anything before creation.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
One last check. Then create.
Before Create, check the correct customer, completed required fields and Dana in the signer list. If unsure about sending, go back to Terms & Signers and confirm the switch is off; returning to branding preserves the choice. Choose Create once and wait for the saved record. The wizard closing alone is not proof that saving succeeded.
One last check. Then create.
Before Create, check the correct customer, completed required fields and Dana in the signer list. If unsure about sending, go back to Terms & Signers and confirm the switch is off; returning to branding preserves the choice. Choose Create once and wait for the saved record. The wizard closing alone is not proof that saving succeeded.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Created. As a draft.
After creation, locate Service agreement — Dana Example and check the title and customer. The expected isolated result is Draft. A success notice, preview or created record does not prove delivery to a signer.
Created. As a draft.
After creation, locate Service agreement — Dana Example and check the title and customer. The expected isolated result is Draft. A success notice, preview or created record does not prove delivery to a signer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Find the same draft again.
Select the Draft filter in the contract list and find the same record. Check its title and avoid making a duplicate. If it is missing, clear the search and filters before creating again. Selecting Draft does not turn an already-sent document into a draft; it only filters the list.
Find the same draft again.
Select the Draft filter in the contract list and find the same record. Check its title and avoid making a duplicate. If it is missing, clear the search and filters before creating again. Selecting Draft does not turn an already-sent document into a draft; it only filters the list.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Open what was saved.
Open the draft details from the list and read the saved preview. Check the customer, service description, delivery summary and terms again. This is content read from the created document, not merely values left in the form. Downloading or printing a PDF is not signing. This example sends no link and does not open the public signing page.
Open what was saved.
Open the draft details from the list and read the saved preview. Check the customer, service description, delivery summary and terms again. This is content read from the created document, not merely values left in the form. Downloading or printing a PDF is not signing. This example sends no link and does not open the public signing page.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
A saved draft. A signer still waiting.
Reload the same document and open Details, then its Signers section. Check Dana with dana@example.invalid and the Pending badge. Verify that the document remains Draft and no signature is recorded. Later, Sent marks the sending stage, Viewed records a link view, Partially signed means only some signers have signed, and Signed records completed signatures. These later states are explanations, not actions performed in this example. A Sent status alone does not prove channel delivery.
A saved draft. A signer still waiting.
Reload the same document and open Details, then its Signers section. Check Dana with dana@example.invalid and the Pending badge. Verify that the document remains Draft and no signature is recorded. Later, Sent marks the sending stage, Viewed records a link view, Partially signed means only some signers have signed, and Signed records completed signatures. These later states are explanations, not actions performed in this example. A Sent status alone does not prove channel delivery.
