Documents & Contracts in Scalendo is a built-in tool under the Payments section that enables businesses to manage legally binding agreements. Users can start with a blank document, upload an existing PDF, or use a prebuilt template. The feature supports e-signatures, payment collection, automated triggers, and comprehensive audit tracking.

Key Benefits:

The platform offers a centralized dashboard for managing all contracts in one organized location. It provides custom templates for recurring agreements, e-signatures with audit trails recording signer details and timestamps, integrated payment options (one-time or recurring), and workflow automation to trigger actions when documents are created, sent, viewed, or signed.

Dashboard Features:

Users access the dashboard via Payments → Documents & Contracts. The interface displays documents organized into tabs: Draft, Waiting for others, Completed, Payments, and Archived. Each record shows title, status, customer, date modified, and value. A three-dot menu provides actions like viewing, cloning, downloading PDFs, and converting documents to templates.

Document Creation:

Documents can be created three ways: starting from scratch, uploading existing PDFs, or importing from template libraries. The editor offers drag-and-drop functionality with fillable fields including signatures, text fields, dates, initials, and checkboxes.

Editor Tools:

The toolbar includes options to add elements (text, images, videos, tables), manage multiple pages, insert document variables (created date, reference number, custom fields), access a content library, define recipients with signing order, configure payment settings, edit email templates before sending, and customize document settings including redirect URLs and attachments.

FAQ Highlights:

The guide addresses common questions about partial signatures, security (SSL encryption), template editing effects, multiple payment methods, expiry dates, and workflow triggers based on template usage.