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:

Follow the steps below on how to create, save, and download your AI-generated contract:

Click ‘eSign’ from your dashboard or click 'Contract' on the left panel menu.

Under the ‘Document’ tab, click the ‘AI Contact’ button.

Alternatively, click the ‘Create' button and select ‘AI Contract’.

Enter the following information: Document type, Jurisdiction, and Industry.

Click ‘Add details’ to proceed to the next page.

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.

After entering the additional information, click ‘Generate contract’ to proceed with creating your contract.

The AI will generate your contract which may take 1-2 minutes due to the creation of over 20 pages.

After the contract is generated, you can modify each clause either manually or with the assistance of AI.

To make manual changes, click the pencil icon in the upper right corner of the clause, then click ‘Save’.

Alternatively, revise each section using AI by clicking the star icon in the upper right corner of the clause. Enter a prompt for the AI or choose from the three suggested options, giving you the ability to accept or reject the proposed edits.

You can download your contract in PDF or DOCX format by clicking the download arrow button at the top.

To save your contract, click ’Save for later’ so you can go back and make necessary changes.

Rename the contract title if desired, then click ‘Save’.

When your contract is ready for signing, click 'Add signer' at the upper right of the page.

You will be prompted to confirm if your contract is ready for signing. If you have already reviewed and finalized it, click ‘Yes’ to confirm and proceed.

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:

Enter the name and email address of the signer(s). To add more signatories, click ‘+ Add signer’.

You can also toggle the option to include yourself as a signer.

Click ‘Next’ to proceed to the next page.

Your contract will automatically be uploaded. Add and assign text and tags to each signer for the fields you want them to complete.

Select the signer at the bottom of the page, with each signer having a unique color.

Pick the tags from the top, and then drag and place them onto the document.

Click ‘Next’ to proceed to the final step.

Enter a name for your document and select a category. Include other recipients of your document under the Add CC field.

Your document will be saved automatically. To save it as a template for future use, click ‘Save as template’.

If you choose to send the document, click ‘Send’, and its status will change to Pending signature.

After sending your document, 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.

A: With the free plan, you can create and send up to 3 documents per month. This limit is shared across all document types (invoice, estimate, credit and delivery note, purchase order, proposals, and eSign) and resets each month.

A: The web app currently offers two plans: Starter and Professional, with both available on a monthly or yearly payment basis.

With the Starter plan, you can create 2 eSign documents per month. This limit is shared between eSign documents and Proposals and resets each month.

The Professional plan offers unlimited document creation for all document types.

A: Yes, eSignatures are legally binding in many countries, including the United States, Canada, the European Union, and Australia. The legality of electronic signatures is supported by various laws and regulations, such as the Electronic Signatures in Global and National Commerce Act (ESIGN Act) in the United States.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.