Creating a contract
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Watch our helpful video for an easy introduction to Contracts or learn more down below.

You can create a contract by clicking the 'New' button in the top navigation or the 'Create a contract' button in the Contracts Dashboard.

Selecting your contract

You can create contracts using one of our lawyer-made templates or paste in your own contract by selecting the 'Custom Contract' option.

Contract types and templates

Our professional templates cover the most important aspects of your business:

  • The Contractor project agreement helps you define the terms of service between you and another party. Whether you’re a photographer or a writer or any profession that requires a contract within a set project scope, you can customize it to fit your needs.

  • The Non-disclosure agreement (NDA) establishes a confidential relationship to protect intellectual property from being stolen or shared with competitors or other parties.

  • The Subcontractor agreement solidifies a business arrangement between you and a subcontractor you hire. Or, if you’re the subcontractor, between you and the primary contractor. It includes payment terms.

Note: Indy's contract templates were created by lawyers, but Indy is not an attorney or law firm, nor a substitute for one. We cannot guarantee the legality of the contracts you create with our system and always recommend you consult a lawyer to ensure the contract meets your specific needs.

Once you've selected a contract type, click continue to preview the contract before filling out the contract details.

Filling out your contract

You'll be guided through a series of steps that will help you fill out the contract. As you fill in the details in the left panel, they will populate into the contract template on the right side of the screen.

Customizing your contract

See something you want to change? You'll be able to completely customize your contract once you get to the last step in the builder.

Click the 'Customize contract' button to make edits to the wording and styling of the contract. You cannot return to the guided contract builder after you've entered the custom contract mode.

You can also take your personalizations a step further by selecting a custom font 💎.

💎 note: custom fonts are only available in the Pro plans.

Finally, click the green “Sign” button to add your signature to the contract.

Finishing your contract

Once you’re all done creating your contract, simply click the green “Review & send” button to continue to the next step.

Sending your contract

You have two options for sending your contract: through the handy email interface on the Send screen or with a shareable link.

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