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Creating and managing contracts
Openn's contract module lets you create, send, and track contracts and documents for signature — all within the platform. Whether you're sending a contract of sale to a buyer, a listing agreement to a seller, or a disclosure statement to a solicitor, Openn handles the full workflow from document preparation to digital signature. This documentation covers everything you need to know about using contracts in Openn.
In this guide
- Key concepts — Documents vs templates, and how the contract module is structured
- Creating and managing templates — Build reusable templates to speed up your workflow
- Preparing and sending a contract of sale — Step-by-step guide for your most common contract flow
- Sending other documents for signature — Listing agreements, disclosure statements, and more
- Managing recipients and the signing flow — Customise who signs, in what order, and add Cc recipients
- Managing external contacts — Store and manage solicitors, conveyancers, and other third parties
- Tracking signatures and documents — Monitor signature progress at property and agency level
- Notifications — What emails and alerts are sent during the contract lifecycle
Key concepts
Documents vs templates
Document — A PDF file stored at the property level. It can have fields and signature boxes added to it, but it is specific to a single listing. Think of this as your one-off, property-specific file.
Template — A reusable document stored at the Openn, agency, or agent level. Templates typically have fields and signature boxes pre-configured and are designed to be used across multiple properties. A template is a master copy you can reuse again and again.
Template levels
- Openn templates — Default templates provided by Openn (e.g. standard REIQ contracts, Form 6). Available to all agents.
- Agency templates — Created by agency admins for brand consistency across the agency.
- Agent templates — Created by individual agents for their personal use.
Agents can view and duplicate Openn and agency templates. Agency admins can create and manage templates for the entire agency.
Contract types
- Contract of sale — The primary contract sent to buyers and sellers when a property is sold or under offer.
- Qualification document — Signed by bidders (and sellers in some states) so agents can approve bidders for Openn Negotiation campaigns.
- Other documents — Any additional document such as listing agreements, pre-contractual agreements, annexures, strata documents, or disclosure statements.
Articles
How to prepared and send a contract of sale
How to create and manage contract templates
How to send other documents for signature
How to manage external contacts