Contract Management
Create templates, add signature fields, get contracts signed
Core Modules
Templates, fields, assignments, and signing
📄
Contract Templates
Upload PDFs and build reusable contract templates with categories
✍️
Signature Field Builder
Drag and drop field types onto your PDFs with precise positioning
👥
Assign to People
Send contracts to employees or customers with start/end dates
⚡
Digital Signing
Recipients sign from any device with highlighted fields
📄
Upload PDFs and build reusable contract templates with categories
- ✓Upload any PDF as a contract template
- ✓Set contract name, description, and term length (months)
+3 more...✍️
✍️
Signature Field Builder
Drag and drop field types onto your PDFs with precise positioning
- ✓Field types like signature, initial, date, name, text, number
- ✓Checkboxes, radio buttons, dropdowns for selections
+3 more...👥
Send contracts to employees or customers with start/end dates
- ✓Assign to employees OR customers from your system
- ✓Set contract start and end dates per assignee
+3 more...⚡
Recipients sign from any device with highlighted fields
- ✓Sign from desktop, tablet, or mobile
- ✓Fields highlighted showing where to sign
+3 more...Management Features
Categories, metrics, and workflow
📋
Multi-Page Documents
Handle contracts of any length with page-by-page field placement
🏷️
Category Management
Organize contracts into categories with create, edit, delete
📊
Metrics Dashboard
Track contracts, assignees, and pending signatures at a glance
🔄
Contract Workflow
3-step creation: Details → Document & Fields → Assignees
Handle contracts of any length with page-by-page field placement
•Upload multi-page PDF documents
•Place signature fields on any page
+3 more...Organize contracts into categories with create, edit, delete
•Create categories with name and description
•Edit category details anytime
+3 more...Track contracts, assignees, and pending signatures at a glance
•Total contracts count
•Documents uploaded count
+3 more...3-step creation: Details → Document & Fields → Assignees
•Step 1: Enter name, description, term, category
•Step 2: Upload PDF, place signature fields
+3 more...Complete Feature Set
Everything included in the contracts module
✓Upload PDF contract templates
✓Place a full set of field types on documents
✓Organize contracts by category
✓Assign to employees or customers
✓Set start and end dates per assignee
✓Track signature status in real-time
✓View metrics dashboard with counts
✓View signed contracts in your dashboard
Included in the platform
Full contract management. Unlimited contracts, signatures, and storage.