Overview
Learn the basic steps for creating, reviewing, sharing, signing, and collecting payment for InkDraft documents.
InkDraft helps service teams turn sales conversations into proposal, contract, and NDA drafts. Start here when you want the shortest path from a call transcript to a review-ready draft.
Create your first document
- Set up your organization details, legal name, jurisdiction, and plan.
- Add reviewed company material to the Knowledge Base.
- Create an engagement from a transcript or meeting summary.
- Choose whether to create a proposal, contract, NDA, or combined document set.
- Review and edit the generated document.
- Share the document with your client for viewing, comments, or edits.
- Send reviewed Contract and NDA drafts for signature.
- Collect payment when payments are enabled for your organization.
Key terms
- Organization: your company workspace for documents, members, knowledge, and payments.
- Engagement: one client opportunity or deal.
- Proposal: a draft offer with scope, value, and pricing.
- Contract: a contract draft prepared from the engagement details.
- NDA: a confidentiality agreement.
- Knowledge Base: reviewed company material used to improve generated drafts.
- Client link: a secure link you can protect with an access code.
Where to start
If you are setting up InkDraft for the first time, follow Getting Started. If a workflow is blocked, check Troubleshooting.