Introduction
Creating an agreement template in Euler is a straightforward process that enables you to manage e-signatures directly within the platform. Euler’s e-signature solution is a first-party feature, built to streamline agreement management without relying on third-party tools. You can create different types of agreement templates, including standard partner agreements, custom partner agreements, and other agreements that require signatures, such as NDAs.
Before You Begin: Create Your Signature
Before setting up an agreement template, you need to create and save the signature that will be used:
Navigate to Settings > Agreements: Log in to your Euler account and go to Settings, then select Agreements.
Create a New Signature:
Scroll to the Agreement Signatures section.
Enter a Signature Name (e.g., “John Doe Signature”) for identification.
Draw or upload your signature in the signature field.
Click Save to store your signature for future use.
With your signature saved, you can now proceed to create an agreement template.
How to Create an Agreement Template in Euler
Step 1: Access the Agreements Section
Navigate to the Agreements Page:
Log in to your Euler account.
Go to Settings and select Agreements.
Note: If you have just created a signature, you will likely already be on this screen.
Step 2: Select the Type of Agreement to Create
Choose from the Drop-down List:
Standard Partner Agreement: Use Euler’s built-in partner agreement template.
Custom Partner Agreement: Upload and customize your own partner agreement.
Other Type of Agreement: Use this option for agreements like NDAs that require a signature.
Step 3: Fill in the Agreement Details
Standard Partner Agreement:
Agreement Name: Enter an agreement name, ex. “Standard Partner Agreement”.
Reward Tier: Select applicable reward tiers for incentives.
Qualified Referral Criteria: Enter the criteria for valid referrals.
Signer Name: Input the signer’s name.
Signer Title: Specify the signer’s title.
Notice Address: Provide the address for official notices.
Signature: Select a saved signature from the drop-down.
Important Note: The signature block is automatically appended at the end of the agreement, so you don’t need to include one in your template.
Custom Partner Agreement:
Agreement Name: Enter a custom name.
Reward Tier: Select relevant reward tiers.
Signer Name: Enter the name of the signer.
Signer Title: Input the title of the signer.
Notice Address: Provide the appropriate address for notices.
Signature: Choose from your saved signatures.
Variables: Use
{{ }}syntax to include variables that partners need to fill out. For example, if you want the partner to enter the date in the agreement, use{{date}}where you want the input field to appear.
Important Note: The signature block is automatically appended at the end of the agreement, so you don’t need to include one in your template.
Other Type of Agreement:
Agreement Name: Name the agreement appropriately.
Signer Name: Enter the signer’s name.
Signer Title: Specify the title of the signer.
Notice Address: Add the address for official communications.
Signature: Select a saved signature from the drop-down.
Variables: Use
{{ }}syntax to include variables that partners need to fill out. For example, if you want the partner to enter the date in the agreement, use{{date}}where you want the input field to appear.
Important Note: The signature block is automatically appended at the end of the agreement, so you don’t need to include one in your template.
Step 4: Save and Finalize Your Agreement Template
Review the Details: Ensure all the information is accurate and complete.
Create the Agreement: Click Create New Agreement to save and finalize your template. The agreement will now be listed and available for use.