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 and select the Output Type you want for your contract.
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: Generate a contract
After entering the additional information, click ‘Generate contract’ to proceed with creating your contract.
Step 7: Edit each section as needed
After the contract is generated, any clause that requires additional information will be marked with a 'Fill' tag on the left. Click the 'Fill' tag to provide the required information, then click the checkmark to save your changes.
You can also 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 8: (Optional) Download your contract
You can download your contract in PDF or DOCX format by clicking the download arrow button at the top.
Step 9: 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.
Then, rename the contract title if desired, then click ‘Save’.
Step 10: Send your contract when ready for signing
Review your contract to ensure all information is accurate. Once your contract is ready for signing, click ‘Add signer’ in the upper-right corner of the page.
Then, 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: Add signers
Add and assign signers to your contract, then click 'Confirm' to proceed.
Step 2: Add tags
Select a signer from the Assign to dropdown.
Then, drag and drop the required tags and text fields from the Tags and Content blocks sections onto the document and position them where needed. Each signer has a unique color, making it easy to identify their assigned fields.
Step 3: Send the document
Once you’re ready, click 'Send'.
Before sending, enter a document name and select a category. You can also add additional recipients in the CC field. Then click 'Send' to proceed. Its status will change to Pending signature.
After sending your contract, 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.
FAQs about how to create and send an AI Contract with Bookipi eSign
Q: What is an AI Contract?
A: An AI Contract is a contract generated using AI based on the information you provide. It creates a draft that you can review, edit, and customize before sending it for electronic signatures.
Q: How many contracts can I create with the free plan?
A: All plans—Free, Starter, and Professional—include 3 eSign documents per month.
If you need more, you can upgrade to the Contract Pro add-on, which provides additional eSign packages. You can subscribe via the paywall or in Settings under the Subscription tab (Add-ons).
Q: Can I rearrange the clauses?
A: Currently, rearranging the order of clauses is not available. However, you can hide or delete existing clauses, or add and edit clauses or subclauses as needed.
Q: Can I regenerate and start over with my draft contract?
A: Currently, you cannot regenerate a contract after it has been created. If you need to start over, you will need to create a new contract and enter your information again.
Q: Will I be notified when someone signs?
A: Yes. You'll receive notifications as signers complete their signatures and once the signing process is complete. You can also track your document’s progress through the Audit Trail. Click the ellipsis (⋯) button from the document list, or open the document and select 'Audit Trail' to view the signing activity.
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Want to sign and send documents on the go? Download the Bookipi eSign mobile app to manage contracts, forms, agreements, and other documents anytime, anywhere. Check out our mobile app guides to get started.