Effortless Contracts & Payments in FBS

Key Points:

1. Accessing Documents & Contracts (00:30) – How to find and navigate the Documents & Contracts section in FBS.
2. Understanding Statuses (02:00) – Overview of contract statuses: draft, waiting for others, completed, paid, archived.
3. Creating Templates (04:00) – Step-by-step on building reusable document and contract templates.
4. Uploading Existing PDFs (07:30) – How to import legal documents and add e-signature fields.
5. Drag-and-Drop Builder (09:00) – Using the intuitive builder to add text, images, videos, tables, and product lists.
6. Adding Signatures & Dates (12:00) – Assigning signature and date fields to the right parties.
7. Payment Settings (16:00) – Enabling direct payments, auto-pay, and setting up payment schedules (one-time, recurring, split payments).
8. Recipient Management (21:00) – Assigning recipients, setting signing order, and sending via email/SMS or shareable links.
9. Content Library & Template Library (24:00) – Leveraging pre-built sections and industry templates for faster setup.
10. Global Settings & Notifications (27:00) – Customizing notifications, document expirations, and redirect URLs for a seamless client experience.

Key Takeaways:

• Automate onboarding: Use templates and e-signatures to onboard clients in minutes.

• Get paid faster: Set up direct, recurring, or split payments right in the contract.

• Centralize documents: Keep all contracts, proposals, and client docs in one place.

• Save time: Reuse content and templates for different clients and services.

• Stay compliant: Built-in audit trails and signature options ensure legal compliance.

Notable Quotes:

• “The goal for this call today is to allow you to have a full understanding of how you actually create documents and contracts in the system.”

• “You can create your contract, send it out, and the system will automatically generate the invoice if they have the product list attached.”

• “Templates and the content library take the load off when it comes to design and formatting.”

Action Steps from the Call:

1. Create a reusable contract template for your most common service using the drag-and-drop builder (see 04:00).
2. Upload your existing legal PDF and add e-signature fields for digital signing (07:30).
3. Set up automated payment schedules (one-time, recurring, or split) for new contracts (16:00).
4. Customize your client notifications and redirect signed clients to your booking link (27:00).
5. Explore the template and content libraries to speed up document creation for future clients (24:00).

Resources & Tools Mentioned:

• Focused Business Suite (FBS): All-in-one platform for contracts, payments, and client management.

• Document & Contract Templates: Pre-built and custom templates for faster setup.

• Content Library: Reusable sections for contracts and proposals.

• E-signature: Secure, compliant digital signing built into FBS.

• Automated Payments: Direct, recurring, and split payment options.

• Notifications & Redirects: Automated client communications and post-signing actions.