## Overview

The ConversaLabs **Contracts & E-signature** module lets you create, send, sign and validate
contracts without leaving the platform. You build documents from **templates** with variables, fill
in the data automatically from information that already lives in your support workspace (contact,
conversation, CRM deal, catalog and account), send the signing link through native channels
(WhatsApp and email) and track the status in real time.

The signing process is fully electronic and offers different legal levels — from a **simple**
signature (consent with IP and device record) to a **qualified** one with an **ICP-Brasil A1 digital
certificate**. Every contract produces an immutable **audit trail**, a **final signed PDF** and a
**public validation page** so anyone can check the document's authenticity.

## Prerequisites

- The Contracts module is **optional** and must be **enabled for your account**. If you can't find
  the Contracts area, talk to an administrator.
- Your user needs **permission** to access and manage Contracts.
- To issue contracts you must register at least one **issuing company** (the "contracted" party).
  For qualified signatures, that company needs an **A1 digital certificate**.
- To send the signing link through channels, have a WhatsApp or email **Inbox** configured.

## Step by step

1. Open the **Contracts** area from the sidebar (commercial section, next to Payments).
2. Register your **issuing company** and, if you'll use qualified signatures, upload its **A1
   certificate**.
3. Create a contract **template** in the editor or upload a ready-made model, using `{{ }}` variables
   wherever the content changes from one contract to another.
4. Generate a contract from the template: **variables are filled in automatically** with the
   contact/conversation/deal data; adjust anything missing.
5. Define the **signers** and the desired **signature level**.
6. **Send the link** through native channels. The contracted party can sign automatically; the other
   signers sign on the **public page**.
7. Track the status to completion and download the **signed PDF**. Share the **validation page**
   whenever you need to prove authenticity.

## Settings & options

- **Issuing companies**: register as many as you need, each with its own details, branding and A1
  certificate.
- **Templates and clauses**: a reusable library of models and clauses.
- **Signature levels**: simple, advanced (with OTP) and qualified (A1).
- **Module settings**: document retention, time-stamping (TSA) and other adjustments.
- **Automation**: contracts can be created/sent via Automations, Macros and the Flow Builder.

## Use cases

- Close a deal in the CRM and **send the contract for signature** in the same conversation.
- Issue service agreements, proposals and membership terms with a **standardized model**.
- Collect a signature over WhatsApp with **OTP** for stronger legal assurance.
- Generate a **charge** in the Payments module right after the contract is signed.

## Tips, limits & best practices

- Standardize your contracts as **templates** to gain speed and reduce mistakes.
- Choose the **signature level** based on the document's risk — the higher the value, the stronger
  the recommended signature.
- For full legal validity of qualified signatures, keep the **A1 certificate valid** and, where
  applicable, configure an accredited **time-stamp (TSA)**.
- Always double-check the auto-filled data **before** sending for signature.

## Troubleshooting

- **I don't see the Contracts module**: it may not be enabled for the account or your role — talk to
  an administrator.
- **I can't issue a qualified contract**: make sure the issuing company has a valid, in-date **A1
  certificate**.
- **The signer didn't get the link**: confirm the channel (WhatsApp/email) and the signer's contact
  details.

## See also

- [Issuing companies and the A1 digital certificate](/hc/ajuda/articles/contracts-esignature-empresas-emissoras-certificado-a1-en)
- [Templates, variables and auto-fill](/hc/ajuda/articles/contracts-esignature-templates-variaveis-auto-fill-en)
- [Internal and external signing](/hc/ajuda/articles/contracts-esignature-assinatura-interna-externa-en)
- [Public contract page and validator](/hc/ajuda/articles/contracts-esignature-pagina-publica-e-validador-en)