Contracts & E-Signatures4 min read
Generating and Previewing Contracts from Templates
Merge client, property, and agency data into a contract template to produce ready-to-sign legal documents.
Merging Property and Client Data into a Document
Open Company > Generated Documents > New (`/companies/:company_id/generated_documents/new`). Select a published contract template, choose the target property and client records, and preview the merged output (`/generated_documents/preview`) before saving.
- Automatically populates property specs, client details, and agency information.
- Instant live preview to verify all merged fields before finalizing.
- Saves the generated document directly to the agency vault ready for e-signature.
Transitioning Directly to Electronic Signature
Once generated, the contract can be sent immediately into a multi-party electronic signature workflow.
More guides in this topic
Still need assistance?
Our support and onboarding specialists are ready to help your real estate agency succeed.
Ready to get started?
Try WebProp for free and take your real estate business to the next level.
Get Started Free