Outlining the scope of work, costs, and timeline of a construction job for potential clients is crucial to launching a successful project. If you're still wasting time manually updating your construction contracts for each project your company tackles, it's time to change your process. Use this construction contract sample to automatically generate professional contracts that include details such as project start and end dates, costs, detailed work descriptions, license and insurance information, permits, and warranties. Use this construction contract template workflow so you never have to waste time printing, scanning, faxing, or mailing contracts again.
With this construction contract workflow, you can:
Safely store all construction contracts in one location
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
Connect your online forms to Formstack Documents to automatically populate PDFs and Microsoft documents in seconds. Pairing your construction work order request form with this document template will auto-populate form data into a professional construction contract agreement. Simply add this construction contract template to your Formstack Documents account to get started.
Pairing Formstack Documents with InsureSign by Formstack makes it easier than ever to collect electronic signatures. Easily connect with your potential clients easily by sending contract links via text message or email. Documents can be signed from any device, including computers, mobile phones, and tablets. Connect with any of our other eSignature integrations.
Easily collect all the information you need to populate construction contract agreements with this construction contract form template. Add Conditional Logic to only ask questions relevant to the job type or location. Use Approvals to automatically send form data to a manager for review before populating into an official construction agreement document. If you need to add a copy of any licensing to the form, simply use a File Upload field to securely upload images.
Skip manually updating documents by automatically feeding data from the construction contract form into this construction contract document template. Customize this template in just a few minutes, then select your preferred delivery method using one of our many integrations. Use Conditional Logic to automatically send final merged documents to specific employees based on conditions you set, such as whether a project is commercial or residential.
Create a construction contract workflow in just a few steps.
Log in to your Formstack Documents account and select the construction contract from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose “Save my documents in Stash,” or integrate with other cloud storage tools under the “Deliver” tab.
Navigate to the "Deliver" tab to prepare your document for signing by setting up your InsureSign delivery. Select InsureSign by Formstack and customize options as needed.
Next, log in to Formstack to connect your construction work order request form. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your construction contract document template from the list of documents.
Review the fields to ensure your Formstack data is correctly mapped to your construction contract template. Your contract workflow is now ready to go!