Creating an Agent Contract Template

This two-part video guide demonstrates how to create a Document Template for generating Agent Contracts entirely online using the built-in rich text editor.

Part 1 – Creating an Agent Contract Template with Single Fields

In this video, we show how to build a template using individual agent fields and insert a dynamic field for today’s date.

The following is the merged document → Westcoast International PTY LTD (Part 1).pdf

Let’s watch how to create this template…

https://vimeo.com/992607426/f227d4693d

Part 2 - Inserting the Agent Commissions Grid into the Template

In this video, we add a grid to the Agent Contract template (created in Part 1) to display Agent Commissions in a table format.

The following is the merged document after the updates → Westcoast International PTY LTD (Part 2).pdf

Let’s watch how this isdone…

https://vimeo.com/993211781/f413c91548?share=copy