Visual Contract Builder

Make the agreement
part of your company's experience.

Create professional multi-page agreements in your brand. OrdexisOne's visual builder combines reusable layouts, customer and service data, required document elements and a guided signing path connected to the sale.

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Build reusable documents around how you sell.

Start from a visual template or a blank document, then shape the agreement for your services and customer relationships. Maintain the design in the template library rather than starting a detached document for each purchase.

Manage the template library.

Browse visual contract templates, create a default or blank template and manage or duplicate templates where allowed. Attach the right template to each contract so the document matches the sale.

Maintain reusable company signatures and assign them to templates where required.

Keep content and presentation connected.

The Visual Contract Builder controls the document's composition. Contract Terms administration maintains reusable language, versions and service assignments. Together they support a branded agreement built from the business's configured terms.

Explore governed contract terms 
Compose the whole agreement

Control the detail on every page.

Use the canvas to arrange the document elements, service information and signing requirements. Multi-page layout controls let the agreement reflect the amount and structure of information the customer needs to review.

Content and commercial elements
Place text, headings, images, tables, service and pricing elements alongside signatures, dates, checkboxes and lines. Use the elements needed for the particular agreement.
Placement and alignment
Move and resize elements, duplicate them and group related content. Visual guides help align the document's composition while zoom controls support detailed editing.
Multi-page organization
Add, delete and move pages to organize the agreement. Configure document settings so the final presentation follows the business's intended format.
Editing control
Undo and redo changes and review editing history as the template takes shape. Keep the reusable layout manageable as the document evolves.
Business context inside the document

Use the sale's information in the agreement.

Insert company, customer, order, price and contract details with reusable fields. The agreement can carry the information already held in the platform rather than relying on repeated manual entry into another file.

Service and pricing elements give the selected commercial work a place in the document. Reusable company signatures support the template configuration used by your operation.

The customer's signing experience

Guide review, declaration and signature.

The agreement is more than an attachment. In the supported signer flow, the customer reviews the document and completes the required signing actions before moving into the connected payment workflow.

Review every page.

The customer works through the multi-page agreement so the required content is part of the signing experience. The configured document presents the customer, service and commercial details being agreed to.

Provide the required signature.

The signer enters a legal name, accepts the signing declaration and supplies the required signature. Supported typed or drawn methods follow the business's configuration.

Preserve the event and continue.

The agreement retains a dated signing record. The customer can continue to payment, keeping signing within the sale rather than a separate follow-up process.

Electronic signatures

A signature.
Right inside the agreement.

Let customers sign with a mouse, finger or stylus. Their signature and signing time stay connected to the agreement as they continue through checkout.

Your signature

Try it here. Draw a sample signature below.

Keep agreement and transaction together.

Configured checkout combines account details, terms, the required single contract and payment. Completed checkout creates the order with the customer's service and purchase details available for the office to fulfill.

Service companies can use the builder for the supported agreements their business requires, from recurring care to defined project work. The template and contract configuration shape the document; the feature is not limited to one trade.

Explore the connected payment path 

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