Product · 8 min read
Contracts and Digital Signatures, Connected to Everything
A signed contract is rarely the finish line. It is the moment a customer becomes active, a new hire becomes an employee, or a renewal locks in for another term. ThothOS treats signing that way: the document is where work begins, and the people, dates, and obligations inside it flow straight into the rest of your operation.
Contract management in ThothOS lives in the same system as your customers, your team, your billing, and your onboarding. You upload a PDF, place the fields, assign it to a real person already in your records, and watch the status move from pending to signed without copying a single detail between tools.
This is what it looks like when signatures are a native part of how you run the business, not a separate app you bolt on and reconcile later.
Build a template once, reuse it forever
Every contract starts as a template. Upload any PDF — a service agreement, an NDA, an offer letter, a rental terms sheet — and ThothOS turns it into a reusable document you can send again and again.
Give the template a name, a description, and a term length in months so renewals and end dates calculate themselves. Organize templates into categories like Sales, HR, or Legal, and duplicate an existing one when you need a close variation. Your metrics dashboard keeps a running count of every template and document so nothing gets lost.
- Upload any PDF and turn it into a reusable contract template
- Set name, description, and term length so dates compute automatically
- Organize templates into categories and filter by them
- Duplicate a template to spin up a variation in seconds
Place every field exactly where it belongs
The field builder lets you drag signature, initial, date, name, text, and number fields directly onto the document, positioned precisely where a signer needs them. Multi-page contracts are handled page by page, so a field on page seven lands on page seven.
Beyond the basics, you can add checkboxes, radio buttons, and dropdowns for selections, plus payment fields, formula fields, drawing fields, and attachments. Resize anything with directional handles, mark fields required, set placeholders, and add validation rules so the document comes back complete the first time.
- Drag signature, initial, date, name, text, and number fields onto the PDF
- Add checkboxes, radio buttons, and dropdowns for structured choices
- Use payment, formula, drawing, and attachment fields for richer documents
- Mark fields required and add validation so nothing comes back blank
Assign to people already in your system
Because contracts live alongside your customers and employees, assigning one means choosing a person you already have on file — not retyping their name, email, and account details into yet another tool. Send a contract to an employee or a customer, set the start and end dates for that assignee, and the document is on its way.
Each assignee carries their own signature status, so you can see at a glance who has signed and who is still pending. A tabbed view shows every recipient on a contract, and the metrics dashboard breaks down employee versus customer assignees and surfaces the signatures that still need attention.
Signing that works from any device
When a contract reaches a recipient, they sign from wherever they are — desktop, tablet, or phone. The fields they need to complete are highlighted, so there is no hunting through pages to find the next box.
Signers create their signature once and reuse it on every future contract, choosing to draw, type, or upload it. When they finish, they can download a signed copy immediately for their own records, and the signed status updates on your side in real time.
Where the connection pays off
This is the part that a standalone signing tool cannot match: the contract is wired into everything around it. Customers sign right inside their own portal, next to their services, invoices, and support history, so a service agreement sits in context rather than in an inbox.
Onboarding makes the connection even clearer. An automation template can include a contract step that auto-assigns the right document the moment a new employee or customer is created, with a due date measured in days after the trigger. The new hire signs their offer letter and handbook in the same flow that enrolls them in training and sends their welcome message — and completion is tracked in the execution log.
- Customers review and sign contracts inside their own portal, in context
- Onboarding automations auto-assign the right contract at the right moment
- Signature completion is tracked alongside training, tasks, and notifications
- Term lengths and end dates feed renewal planning instead of living in a spreadsheet
One source of truth, in real time
Because there is no second system to reconcile, contract status is always current. The metrics dashboard shows total contracts, documents uploaded, employee and customer assignee counts, pending signatures, and categories — a live picture rather than a stale export.
A contract creates itself in three clear steps: enter the details, upload the document and place its fields, then choose the assignees. Edit after creation, duplicate to move fast, and trust that what you see is what is actually true across your business.
See contracts in motion
Open the demo and walk through it the way your team and your customers will: build a template, place the fields, assign it, and sign it from the portal. Watch the status and the dates flow into everything else.
Try the Demo