Tech Tip Tuesday – Using Contract Templates to Speed Up Your Client Intake

April 4, 2023

Welcome to Tech Tip Tuesday!

In this Tech Tip Tuesday, I’m walking you through creating and templating your contracts to get them signed faster so you can get to designing! Who doesn’t want that?

Here’s a recap of templating your contracts:

  • Designing your contract template with fill-in-the-blanks for easy editing

  • Saving your contract templates to be used across all projects

  • Applying a contract template and updating it per project

  • Publishing your template and notify your client that it’s ready to sign

  • Exporting your contract to PDF

Got something you’d like to see us cover in a future Tech Tip Tuesday? Then be sure to head over to our Facebook Group, Mydoma Studio Designers, and let us know!

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Written by Dixie willard

Dixie Willard is an NCIDQ-certified residential interior designer whose 16 years of experience include commercial interior design at an architecture firm, space planning and styling at a high-end furniture store, e-design, and running her own firm. Because many of her projects involved clients who lived out of state until their home was finished, she’s had extensive experience working with clients remotely through Mydoma and video conferencing.

A Mydoma user since pretty much day one, Dixie also now works at Mydoma as our Product Manager, helping guide the team to create even more amazing features and improvements.

Dixie Willard Headshot

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