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How to Set Up, Send & Automate Contracts with Payment in Tekmatix
How to Set Up, Send & Automate Contracts with Payment in Tekmatix
Yes—you can absolutely create, send, track, and automate contracts inside Tekmatix. Even better? You can attach products, collect payments, and include multiple signers, all in one seamless workflow.
👉 Reflect Today: Are you still using separate tools to create contracts, chase signatures, and manually request payments?
Here’s your step-by-step guide to making it all happen inside Tekmatix:
✅ Step 1: Access Contracts & Documents
Go to Payments > Documents & Contracts
You’ll see two tabs:
All Documents & Contracts – where you can track status (draft, sent, signed, paid, etc.)
Templates – where you store reusable templates
✅ Step 2: Create or Upload a Template
Click New Template
You can:
Start from scratch using the drag-and-drop builder
OR upload an existing PDF contract and add fillable fields
Add Elements:
Text, images, video, tables
Product list (for quoting or invoicing)
Signature, date, initials, checkboxes
Custom fields like name, email, business name
✅ Step 3: Add Payment & Setup Fees
For subscriptions, Tekmatix allows a separate setup fee field (only visible for recurring products)
One-time products won’t show this option
Choose whether the payment is required at signing, or invoice them after
✅ Step 4: Assign Signers & Signing Order
Add one or multiple signers
Set signing order if needed (e.g. Husband signs first, Wife second)
✅ Step 5: Email Setup & Delivery
Choose or edit the email template sent with the contract
Add your from name, from email, subject, and logo
You can create your own email templates in the Marketing > Email Templates section
Once sent, clients get a professional branded email with a link to sign the contract
✅ Step 6: Track Status
Head back to All Documents & Contracts to track:
Drafts
Waiting for Others
Completed & Signed
Payment status (if applicable)
You’ll receive notifications when contracts are signed, and your client receives confirmation too.
🔁 Bonus: Use in Automation
You can trigger workflows to send contracts automatically when someone submits a form, books a call, or enters a specific funnel stage.
💡 Want to streamline your entire contract, signature, and payment process with automation?
Join Legends Lab and I’ll show you exactly how to set it up in Tekmatix—templates, triggers, and all.
👉 Join Legends Lab at www.sarahcordiner.com/legends
#DigitalContracts #ClientOnboarding #AutomatedBusiness #CRMFeatures #LegendsLab
Sarah x
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