Creating Contracts

A contract comes from a saved template, from Markdown you write, or from a Word file you upload. This page covers the dashboard. For the API, see Creating contracts with the API below.

In the Dashboard

Go to Contracts and click Create Contract. The wizard has these steps:

  1. Details: choose a source and name the contract

    • Pick one of your templates
    • Blank Contract to write it from scratch
    • Upload Document to import a Word .docx file

    Set Expires In (days to sign, 30 by default) and tick Send as a test if you want a free rehearsal.

  2. Signers: name and email for each signer. Add Another Signer adds more. They're numbered in the order you add them.

  3. Content (blank and uploaded contracts only): edit the Markdown and add {{FIELD_NAME}} placeholders where signers fill something in

  4. Variables:

    • From a template: fill in your values under Fill in now, and pick a signer for each field under Assign to signers
    • Blank or uploaded: every field is completed by a signer. Choose each field's type (Text, Signature, Initials, Date, Email or Signer Name) and assign it to a signer.

  5. Review: check the details and click Create Contract

The contract is created as a Draft. On its page, click Send for Signature to email the signers. Sending costs $0.25 (nothing in test mode).

When you create a contract, it must have:

  • At least one signature field completed by a signer
  • With more than one signer, a separate signature field assigned to each signer
  • A value for every creator field

Using the API

Create the contract with POST /api/contract/create, then send it with POST /api/contract/send. The same two sources apply:

  • From a template: pass template_id and a variables value for every creator field.
  • Blank: pass content (Markdown) and a fields array describing each placeholder.

The full request and response, validation rules, multi-signer setup and examples are in the Contracts API reference. AI agents can do the same through the MCP server's contract_create and contract_send tools.

Next Steps