Whether you own an income property, manage a sales team, or work as a contractor, your job involves regularly generating client contracts. The classic approach is time-consuming—exchange emails until you have all the correct information, then find all of those details and manually input them into a Word document. With RowShare, collecting data and quickly creating personalized documents is simple.
Start by duplicating the table template above and personalizing it as needed.
Next, adjust the table permissions and invite guests to fill out their own rows. There are two ways to do this:
Collecting administrative data
Suppose you own a vacation property—drafting a new lease for each tenant can be tedious. The first step to streamlining the process is to create a collaborative RowShare table to store tenant details.
Start by duplicating the table template above and personalizing it as needed.
Next, adjust the table permissions and invite guests to fill out their own rows. There are two ways to do this:
- share a link directly to the table
- share a link to the form view of the table
Creating a document template
Effortlessly generating contracts starts with a simple contract template in Word. You can use your own or download and personalize an existing template you find online. Once you have your template, insert tags to refer to the columns in your table: {{column name}}. For example, make sure that each renter’s name appears in the right place by inserting the tags {{First Name}} {{Last Name}}. Remember that the description inside the braces must match the column title in your table.
