Contracts
15 min read
Master the complete contract lifecycle in Baseflow. Learn how to create professional contracts, use templates, collect e-signatures, and track everything from creation to completion.
Creating Contracts
Baseflow offers multiple ways to create contracts depending on your needs. Choose the method that works best for your workflow.
Start from Scratch
Create a blank contract and build it using our rich text editor. Perfect for unique, one-off agreements.
Use a Template
Start with a pre-built template from our library or your saved templates. Fill in the blanks and send.
Upload Document
Upload an existing PDF or Word document. Add signature fields and send it for signing.
Contract Editor Features
- Rich text formatting (bold, italic, lists)
- Dynamic variables for personalization
- Table insertion and formatting
- Image and logo embedding
- Custom fields and form inputs
- Conditional content blocks
Using Templates
Templates save time and ensure consistency across your contracts. Baseflow provides professionally-designed templates and lets you create your own.
Template Library
Access our library of 50+ templates designed for African businesses:
Creating Custom Templates
- 1
Create or open a contract
Start with a blank contract or modify an existing one.
- 2
Add dynamic variables
Use {{variable_name}} syntax for fields that change per contract.
- 3
Save as template
Click "Save as Template" and add a name and category.
Adding Signers
Define who needs to sign your contract and in what order. Baseflow supports multiple signer roles and signing workflows.
Signer Roles
Must sign the document. Can add initials and fill required fields.
Can view the contract but does not need to sign. Receives a copy.
Must approve before the contract is sent to other signers.
Signing Order
Parallel Signing
All signers receive the contract simultaneously and can sign in any order. Best for independent parties.
Sequential Signing
Signers receive the contract in a specific order. Each must complete before the next is notified.
Sending Contracts
When your contract is ready, send it to signers with a customized message. Track delivery and engagement in real-time.
Send Options
Email Delivery
Signers receive an email with a secure link. Customize the subject line and message.
Share Link
Generate a secure sharing link to send via SMS, WhatsApp, or other channels.
Schedule Send
Set a future date and time to automatically send the contract.
Automatic Reminders
Configure reminder emails for unsigned contracts at custom intervals.
Tracking Status
Monitor every contract through its lifecycle. Baseflow provides real-time status updates and detailed activity logs.
Contract Statuses
E-Signatures
Baseflow e-signatures are legally binding and compliant with international e-signature laws including ECTA (South Africa), Evidence Act (Nigeria), and ESIGN Act (USA).
Signature Options
- Type your name to sign
- Draw your signature
- Upload signature image
- Add initials
Security Features
- Tamper-evident seal
- Complete audit trail
- IP address logging
- Timestamp certification
Contract Analytics
Gain insights into your contract performance with detailed analytics and reports.
Available Metrics
Completion Rate
Percentage of contracts fully signed
Average Time to Sign
How long it takes to get signatures
View Rate
Contracts opened vs. sent
Decline Rate
Percentage of declined contracts
Signer Performance
Response time by signer
Template Usage
Most used templates
Managing Contracts
Organize, search, and manage your contracts efficiently with folders, tags, and powerful filters.
Search
Full-text search across contract titles, content, signer names, and custom fields.
Filters
Filter by status, date range, template, signer, or custom fields.
Folders
Organize contracts into folders by client, project, or department.
Tags
Add color-coded tags for flexible categorization and quick filtering.