Creating a template

To create a contract agreement, start by navigating to the Settings section of your Loopit dashboard. Under Template settings, you’ll find the Contract Templates section. Here's a step-by-step guide:

1

Access the Contract Template Section:

Go to Settings > Templates > Contract Templates.

2

Create a New Template:

Click on Create New Template. For this example, name the template something recognizable like Subscription Agreement or Default Subscription Agreement.

3

Choose a Predefined Template or Start from Scratch:

• Predefined Template: You can opt to use Loopit’s default contract template, which includes a pre-formatted cover page with merge fields. This is recommended if you're getting started quickly or don’t require a fully custom agreement.

• Blank Template: Alternatively, you can disable the predefined option and start from scratch if you have specific requirements that Loopit’s default doesn’t cover.

4

Editing the Agreement

• Contracts can span multiple pages. To add a new page, simply select Insert > Page. This creates a blank page where you can begin adding your customized content.

• Use the Components section to drag in a Text Box for adding detailed terms and conditions, clauses, and any other important contractual information specific to your business.