Overview
The Contracts area gathers every document in your account into a list you can filter and where you follow each contract's lifecycle in real time. Each contract moves through well-defined states:
- Draft — the contract was generated from a template and can still be edited.
- Sent / in signature — the signing link was delivered and the document is awaiting the parties.
- Partially signed — at least one signer has signed; others are still pending.
- Completed — all signatures were collected and the final signed PDF was generated.
- Voided — the contract was irreversibly cancelled after being sent.
- Expired — the signing deadline passed without completion.
- Rejected / cancelled — a signer declined or the contract was closed with no effect.
From the list and the contract screen you run every management action (send, remind, void, duplicate, download, share links) and inspect the immutable audit trail.
Prerequisites
- The Contracts module must be enabled for your account. If you can't find the Contracts area, contact an administrator.
- Your user needs permission to access and manage Contracts. Voiding a contract is restricted to administrators.
- The contract must already have been generated from a template (with signers defined) before it can be sent for signature.
Step by step
- Send for signature — on a draft contract, use Send for signature. The platform freezes the document, generates a draft PDF, automatically signs the issuing company's side, and delivers the link to external signers as a card with a button in the linked conversation. At least one signer is required.
- Resend a reminder — use Remind to re-post the signing card and button in the conversation and nudge the pending external signers. If there is no linked conversation, the action has no effect.
- Void / cancel — use Void to irreversibly cancel a contract that was already sent. The status changes to voided and the document can no longer be signed. This action is restricted to administrators.
- Duplicate — use Duplicate to clone the contract into a fresh draft. Signers and items are copied, a new verification code is generated and no signatures are carried over.
- Download the signed PDF — use Download to get the signed URL of the most recent final document (falling back to the draft if there is no final yet). The download includes the SHA-256 hash so you can verify integrity.
- Copy / share the signing links — use Signing links to get each external signer's public URL, in case you need to resend the link manually through another channel. Parties that sign automatically have no public link, and the signing token is never exposed in the list.
Tracking and audit
- Audit trail (events): every contract has a read-only forensic timeline with the signature lifecycle events — created, sent, viewed, OTP sent, OTP verified, signed, rejected, expired, downloaded and voided. Each event records the IP, device, consent, authentication method and the document hash at the moment of the event. The trail is immutable (append-only): no record can be changed after it is created.
- Filter the list: you can filter contracts by status, signature level and, most usefully, by the support links — conversation, contact and CRM deal — plus the issuing company. This lets you quickly find every contract for a given customer or a specific deal.
Archive and restore contracts
- Archive removes the contract from the default list without deleting it — handy for tidying up old or closed documents.
- Restore returns an archived contract to the active list.
- A contract with a real signature (partially signed or completed) is a legal record and is never deleted — only archived. Permanent deletion is allowed only for a draft that is already archived.
Integrations with Tasks and Follow-up
From the contract itself you can trigger other modules of the platform (when enabled):
- Create a follow-up Task — generates a Task already linked to the contract's conversation, contact and CRM deal. Requires the Tasks module enabled.
- Enroll in a Follow-up sequence — enrolls the contract's contact into a follow-up sequence (idempotently, with no duplicates). Requires the Follow-up module enabled and a contact linked to the contract.
Use cases
- Close a deal in the CRM, send the contract in the same conversation and create a task to follow up on the signature.
- Resend the reminder to a customer who opened but hasn't signed the document yet.
- Void a contract sent by mistake and duplicate it to fix the details in a new draft.
- Download the signed PDF and archive the completed contract to keep the list clean.
Tips, limits & best practices
- Use the audit trail to know exactly who viewed and who signed before chasing a pending signature.
- Voiding is irreversible — confirm before using it. To merely fix details, prefer to duplicate and send the new version.
- Always check the SHA-256 hash when downloading the final document if you need to prove integrity.
- Keep the list tidy by archiving completed and old contracts.
Troubleshooting
- The status is stuck on "partially signed": someone is still missing. Check the audit trail to see who has signed and use Remind or Signing links to chase the pending parties.
- The signer didn't receive / didn't sign the link: confirm the channel (WhatsApp/email) and the signer's contact details; resend with the Remind button or copy the signer's signing URL and send it through another channel.
- The contract expired: the signing deadline passed. Duplicate the contract to create a fresh draft and resend.
- I can't void the contract: voiding is restricted to administrators and applies only to contracts that were already sent.
- I can't delete the contract: contracts with a real signature are never deleted — archive it; permanent deletion is allowed only for a draft that is already archived.