Creating a New Agreement

How to Create a New Agreement?

1) Click "New Agreement"

2) Complete Agreement Details and Select Start Date

3) Select Agreement Type

3A) Creating a New Agreement By Agreement Type:

Creating a New Agreement By Agreement Types

4) Enter Contract Parties

5) Review Agreement

Final Pre-Launch Zealy Quest User Guide Password: Selfient Contracting For All

6) Finalize Agreement

Save & Close - Saves the agreement to your drafts, enabling you to sign and finalize it at a later date or time.

Save & Sign - Immediately signs the agreement and triggers an automated email to the other party, inviting them to countersign.

7) Send/ Share agreement with the other party

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