Contracts Overview

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

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

Contracts support different signing orders:

  • Sequential - Signers complete in order (Client signs first, then Provider)
  • Parallel - All signers receive the contract simultaneously

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 documents the entire process

Next Steps