Back to Basics: How our core features keep evolving to do the heavy lifting

If you’ve ever opened Contractbook, poked around, sent a contract or two, and thought, “Surely there’s more to this?”—you’re not wrong. And you’re also not alone.

That’s exactly why we ran the Back to Basics webinar.

Originally built for our current customers, we opened it up to anyone who’s tried the platform and wants to make better use of it. Whether you signed up last week or you’re still riding the setup someone else left behind, this session was about showing how the basics—when used properly—can make your contract workflow smarter, faster and way less painful.

Here’s what we covered.

1. Going back to basics isn’t a step back

This wasn’t Contractbook 101. It was a reset.

Many people join with a specific use case in mind—send a contract, get it signed, move on. And that’s great. But when your setup starts growing across teams, geographies or workflows, the cracks start to show. Documents multiply. Versions get messy. Nobody remembers where the signed copy lives.

That’s when getting back to the basics actually means moving forward. Templates. Data fields. Views. Workspaces. These aren’t just nice features. They’re the foundation for scale.

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2. The platform’s grown (and you might’ve missed it)

Since your first login, Contractbook has quietly levelled up.

You can now import legacy contracts using AI Upload that reads your old PDFs and drops them into smart workflows. You can edit Word docs and bounce them back with DOCX Converter. Add structured data fields once and suddenly your whole archive is searchable and ready for reporting.

No more folders called final_final_contract3.pdf. No more digging.

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3. Create & Sign: More than just digital signatures

Sure, you can send a contract for e-signature. That’s table stakes.

What we showed in the session was how to make it effortless: using templates with embedded data fields, automating reminders, and tracking everything from a single dashboard. Create. Send. Sign. Repeat. Without chaos.

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4. Centralisation isn’t sexy—but it works

Not everyone gets excited about custom views or contract spaces. But when your team grows, or you start handling clients across regions, the ability to organise by logic—not just folders—saves time and sanity.

Add tasks. Automate renewals. Export to CSV. Stay compliant. It’s the kind of unglamorous stuff that stops things falling through the cracks.

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5. You already have what you need

This was the most important message. You don’t need to start over. Most of the value is already built into your workspace. You just have to use it.

Start with one template. Add a few data fields. Set a reminder. Try AI Upload with one legacy contract. It’s the small changes that add up to less admin and more control.

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TL;DR: If you’ve got Contractbook, you’ve already got the tools to work smarter. The webinar wasn’t about doing more. It was about doing the right things better.

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If you missed it, don’t worry—we’ve got more sessions coming soon. And if you want to be part of our Beta testing group (aka first in line for what’s next), drop us a line. We’d love to have you.

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