Discover how to create and send an AI contract using Bookipi eSign.
How to create an AI Contract with Bookipi eSign
Still unsure how to start or create your contract with your client? With our AI Contract, you can easily generate your contract using AI. Our Bookipi eSign tool helps you create, send, and sign contracts online.
In this tutorial, you will learn how to:
Create, save, and download your AI-generated contract
Follow the steps below on how to create, save, and download your AI-generated contract:
Step 1: Click‘Contract’.
Click ‘Contract’ on the left panel menu of your dashboard.
Step 2: Select ‘Create contract with AI’.
Select ‘Create contract with AI’ located at the top of the page.
Step 3: Enter the necessary information.
Enter the following information: Document type, Jurisdiction, and Industry.
Step 4: Click ‘Add details’.
Click ‘Add details’ to proceed to the next page.
Step 5: Add additional information.
Add additional details. Completing the questions is optional. If left unanswered, the AI will fill in the missing details using the national standards of the selected jurisdiction.
Step 6: Click ‘Generate contract’.
After entering the additional information, click ‘Generate contract’ to proceed with creating your contract.
Step 7: AI will generate your contract.
The AI will generate your contract which may take approximately 30 seconds to one minute.
Step 8: Edit each section as needed.
After the contract is generated, you can modify each clause either manually or with the assistance of AI.
-
To edit manually:
To make manual changes, hover your mouse over the desired section of your contract and click the pencil icon in the upper right corner.
Click ‘Save’ to save any changes.
-
To edit using AI:
To revise each section using AI, hover your mouse over the desired section of your contract and click the stars icon in the upper right corner.
Enter a prompt for the AI or choose from the three suggested options, giving you the ability to accept or reject the proposed edits.
-
To add a clause and/or subclause:
To insert a clause or subclause, simply hover your mouse over the desired section of your contract. The option to add one will appear at the beginning or end of each clause or subclause.
Click ‘Save’ to save any changes.
-
To delete a clause or subclause:
To delete a clause or subclause, hover your mouse over the desired section of your contract and click the trash icon.
Click ‘Yes, delete’ to confirm the deletion of a section of your contract. Please note that this action cannot be undone.
Step 9: (Optional) Download your contract.
You can download your contract in PDF or DOCX format by clicking the download arrow button at the top.
Step 10: Save your contract.
You can easily save your contract for future use by clicking ‘Save as template’.
To save your contract, click ’Save for later’ so you can go back and make necessary changes.
Rename the contract title if desired, then click ‘Save’.
Step 11: Send your contract when ready for signing.
When your contract is ready for signing, click ‘Add signer’ at the upper right of the page.
You will be prompted to confirm if your contract is ready for signing. If you have already reviewed and finalized it, click ‘Yes’ to confirm and proceed.
Send your AI contract for electronic signature
After clicking ‘Add signer’ at the top right of your contract, you’ll be redirected to the eSign page. Follow the steps below to learn how to add signers, place tags, and send your contract to your clients:
Step 1: eSign step 1 – Add signers
Enter the name and email address of the signer(s). To add more signatories, click ‘+ Add signer’.
You can also toggle the option to include yourself as a signer.
Step 2: Click ‘Next’.
Click ‘Next’ to proceed to the next page.
Step 3: eSign step 2 – Add tags
Your contract will automatically be uploaded. Add and assign text and tags to each signer for the fields you want them to complete.
Select the signer at the bottom of the page, with each signer having a unique color.
Pick the tags from the top, and then drag and place them onto the contract.
Step 4: Click ‘Next’.
Click ‘Next’ to proceed to the final step.
Step 5: eSign step 3 – Finish & send
Enter a name for your document and select a category. Include other recipients of your document under the Add CC field.
Step 6: Save as a template or send your document.
At this step, you’ll also have the option to save your contract as a template by selecting ‘Save as template’.
If you choose to send the document, click ‘Send’, and its status will change to Pending signature.
After sending your document, you will also have the option to save it as a template. Once all signers have completed the signing, the document’s status will update to Signed.
Common FAQs about how to create an AI Contract with Bookipi eSign
Q: How many eSign documents can I create with the free plan?
A: With the free plan, you can create and send up to 3 documents (invoices, estimates, credit notes, delivery notes, or purchase orders) and 3 eSigns per month. These limits reset each month.
Q: How many eSign documents can I create when I subscribe?
A: The web app currently offers two plans: Starter and Professional, with both available on a monthly or yearly payment basis.
With the Starter plan, you can create up to 10 eSign documents per month.
The Professional plan offers unlimited document creation for all document types.
Q: Are eSignatures legally binding?
A: Yes, eSignatures are legally binding in many countries, including the United States, Canada, the European Union, and Australia. The legality of electronic signatures is supported by various laws and regulations, such as the Electronic Signatures in Global and National Commerce Act (ESIGN Act) in the United States.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.
