Creating a contract in GetAccept is now a clearer, more guided experience. The updated create flow walks you through choosing how to start, setting up your document details, and adding recipients before you land in the editor, so you can spend less time figuring out what to do and more time moving deals forward. This article explains how to create and configure contracts with the updated flow.
How the new create flow works
Instead of a single, crowded create modal, the updated flow gives you three clear starting paths and walks you through setup step by step. You handle the key details upfront, which means fewer adjustments once you reach the editor.
The flow follows three steps:
Choose how to start your document.
Set up the document details, such as document name, company name, and signing settings.
Add recipients.
Once these steps are complete, you land in the document editor almost ready to send.
How to create a contract
Step 1: Choose how to start
When you create a new contract, you can choose one of three starting paths:
From a template - start from an existing contract template.
Start from scratch - build your contract from a blank document.
From a PDF - upload an existing PDF file.
Step 2: Set up document details
After choosing your starting path, set up the document details. This includes information such as the document name, company name, and signing settings.
Step 3: Add recipients
Add the people who need to receive, review, or sign the contract. Adding recipients is now a dedicated step in the flow, so it's clear who the document is going to before you move into editing.
Step 4: Finish in the editor
Once setup is complete, you land in the document editor with most of the configuration already in place. From here, you can finalize the content and send your contract.
Pro-tip: Doing more setup upfront means less rework later. Taking a few extra moments at the start usually saves time across the full contract creation process.
What's changed compared to the old flow
No core functionality has been removed. The existing options are reorganized into a clearer experience:
The crowded create modal is replaced with focused starting paths.
The next step is always clear, instead of dropping you into the editor with everything to configure at once.
Recipients have a dedicated step, rather than being buried among other settings.
More of the setup happens before you reach the editor, so the editor is for editing rather than configuration.
Frequently asked questions
Is the new flow slower than the old one?
It may look longer because the steps are more visible, but it reduces rework later. Most users will spend less total time creating and sending contracts.
Can I still start from a template or a PDF like before?
Yes. Starting from a template or from a PDF are still available, and these options are now clearer and easier to follow.
Has anything been removed from the old flow?
No core functionality has been removed. The flow has been reorganized into a clearer, step-by-step experience.
Availability
The updated create flow is available on the following plans: Web trial, Sales trial, E-Sign, Professional, and Enterprise.