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Training Videos
How can I sign my own custom contracts in Liquid?
Want to use Liquid but prefer using your own contracts? No problem! Here’s how it works.
Signing your own contracts on Liquid
If you have signed up for a premium plan on Liquid, you can have your own custom contracts executed and signed on Liquid. You’ll need to press the + Process button within the Onboarding page.
This will bring up a popup to prompt you to send your custom contract documents to Liquid in Microsoft Word format. Liquid will then set up your custom contracts to be available as custom Onboarding processes available for Vendor invites.
You then select the appropriate custom onboarding process during each Vendor invite.
If you do not have a premium plan, you can upload your existing signed contracts to Liquid by using the Offline Contracts onboarding process when you invite a new Vendor.