Learn how to efficiently send contracts to subcontractors after approval, ensuring seamless project progression and clear communication. This step-by-step video tutorial guides you through the process of pushing commitments and sending contracts, streamlining your contract workflow management.
1. Confirm Readiness to Push the Commitment
Overview
Before pushing a commitment:
The scope must be drafted.
The internal approver (e.g., project manager or regional lead) must have approved the scope.
Internal chat discussions or clarifications should be resolved.
Once these conditions are met, you — as the Contract Administrator or responsible sender — will have access to the Push Commitment button.
2. Start the Commitment Process
Steps
Click the “Push Commitment” button.
The system will walk you through a guided process with the following steps:
Step 1: Inside Users
Step 2: Review Contract Package
Step 3: Review Merge Fields
Step 4: Confirm and Send
💡 Tip: Follow each stage carefully to ensure the correct contract version and documents are included.
3. Review Inside Users
What to Check
Verify the contract type is correct for the project (e.g., Subcontractor Agreement – Short Form).
Confirm the default assignee and default signer on both sides:
Subcontractor’s Company — make sure the correct signer and assignee are listed.
Your Company (General Contractor) — verify internal signer and assignee accuracy.
If changes are needed, update these details before proceeding.
When everything looks correct, click Save and Next.
4. Review the Contract Package
Purpose
This step confirms which documents will be sent with the contract.
Steps
Review the selected contract type (e.g., Subcontractor Agreement – Short Form).
Check two main document categories:
Primary Contract Package: Sent immediately when the contract is pushed.
Flow Down: Documents that recur throughout the project (e.g., monthly submissions or compliance forms).
Use the expand/collapse arrows to view all included items.
If needed:
Add additional documents to the package.
Attach instructions or upload example files for subcontractors to follow.
Edit due dates or assign different completion deadlines.
💡 Tip: This is your last chance to include owner-specific or one-off project requirements before the package is sent.
Once verified, click Save and Next.
5. Review Merge Fields
Purpose
Merge fields are the dynamic placeholders that auto-fill data (like project name, dates, and IDs) into your contracts and documents.
Steps
Review all merge fields displayed.
If a field appears in the list, it means it exists somewhere in the contract template.
Fill in any missing information directly within the merge field section.
If a field isn’t relevant, select the “Ignore” checkbox next to it.
💡 Tip: The data you enter here only needs to be filled in once — Contracts Connected will automatically reuse it for all future related documents.
Click Save and Next to move to the final step.
6. Confirm and Send the Contract
Steps
Review the entire contract package summary:
Ensure the initial contract documents and flow-down items are correct.
Verify dates, document titles, and recipients.
If desired, click Download Package to preview all documents before sending.
Once everything looks correct, click Send Contract.
✅ The contract is now officially sent and will appear in the subcontractor’s inbox.
The subcontractor will receive an email notification prompting them to log in and complete their portion of the workflow.
7. Key Takeaway
“Pushing a Commitment” is the final step in getting your contract out the door.
By reviewing users, packages, and merge fields carefully, you ensure that each subcontractor receives the right contract, the right documents, and the right information — every time.