Contracts Overview

Contracts are documents generated from templates, filled with real data, and sent to signers. Once all parties sign, the contract is complete.

Contract Lifecycle

Every contract moves through these stages:

StatusDescription
DraftContract is being created or edited
PendingSent to signers, awaiting signatures
CompletedAll parties have signed
ExpiredDeadline passed without completion

Creating a Contract

  1. Select a template from your library
  2. Fill in the variable values (client name, dates, amounts, etc.)
  3. Add signers with their email addresses
  4. Send for signature

Signing Workflow

All signers are notified at the same time and may sign in any order.

Each signer carries a signing_order value. It sets the order signers are listed and displayed in — it does not gate anything. Signer 2 can complete before signer 1 has opened their email, and the contract completes once everyone has signed, whatever sequence they signed in.

Enforced sequential signing is not built yet. If your workflow depends on one party signing before another sees the document, send the contracts separately.

What Signers See

When a signer receives a contract:

  1. They get an email with a secure signing link
  2. They review the document in their browser
  3. They complete any required fields (signature, initials, dates)
  4. They submit and receive a confirmation

After Completion

When all parties have signed:

  • A final PDF is generated with all signatures
  • All parties receive a copy via email
  • The contract is stored in your dashboard
  • An audit trail records views, field entries, signatures, and declines

Next Steps