loblolly

pick the right contract kind

every contract has a kind tag — contract, msa, nda, waiver, estimate acceptance, or other. the kind doesn't change how it works; it's a label so you can find it later.

3 steps~2 min
  1. 1

    kinds are filters, not workflows

    every kind goes through the same flow — draft, send, recipient signs, signed pdf files into bullfrog. the tag is just for sorting your list later.

  2. 2

    use the existing kinds

    msa for ongoing service relationships. nda for anything confidential. waiver for liability releases (e.g. trampoline parks, gyms, kids' classes). estimate acceptance for the mayhaw → loblolly handoff. other for everything else.

  3. 3

    filter the dashboard by kind

    your contracts list filters by kind so you can pull up "every msa we've sent" or "every signed waiver from this season."

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