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poeengineering
Level 1

Can I get information on how to use Contract Builder. I have used other companies, but cannot seem to get this to work.

I uploaded my contract and need to fill in the blanks, but can't seem to be able to type on the PDF.

1 Comment 1
BabyB
QuickBooks Team

Can I get information on how to use Contract Builder. I have used other companies, but cannot seem to get this to work.

After uploading your contract, you have to select either Signature, Signing date, or Text, then drag and resize them to fill in the blank fields, poeengineering.

 

Here's how:

 

  1. Select Text to add a field. Then, select the location where you want them to appear in the contract.
  2. Drag and resize fields as needed.
  3. To add your e-signature fields, click the Add fields for dropdown, then select your name.
  4. To sign the contract yourself, select Signature, then enter your full legal name. Please know that QuickBooks generates a digital signature for you.
  5. Select Sign.
  6. Select the Preview document or Next.

 

For the complete instructions on creating and managing your contracts, please refer to this guide: Get started with contract builder.

 

Please post again in the Community forum for other questions, and we'll respond promptly.

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