Copilot Guide | Contracts App

Guide

Start guide

Your team

Clients and companies

Notifications

Automations

Platform & API

Partnerships

Advanced features

Other

Guide

Contracts App

Prepare, sign, send, and manage all your eSignature contracts in one place.

Overview

The Contracts App makes it easy to prepare, sign, send, and manage all your eSignature contracts in one place.

Internal user experience

Views

Templates view

Here you can see all the templates you have created and useful information for each, including:

The number of open requests
The number of submissions
The date of the latest submission.

To use an existing template, click on ⋯ and then Share. To create a new template click on New contract template.

Template details view

When you click on a contract template, you are taken to the template details view which has two tabs.

The first tab is also called "Submissions and requests" but only shows submissions and requests for the specific contract template you clicked into.

In addition, there are columns that represent data that was input on the particular contract. For instance, if a client inputs their address and phone number, there will be columns for each field.

The second tab lets you edit the existing contract template. You can update the template's name, remove fields, move fields, and add additional fields. However, you cannot rename fields.

Submissions and requests view

Here you can see submissions and requests across all contract templates, sorted by sent date.

For each submission or request, you can see:

Recipient
Associated contract template
Sent date
Submission date
Status (The status will always be Signed or Pending.)

When possible, you should always use an existing contract template rather than create a new one. Contract templates are highly configurable.

Note: PDF files over 50 pages are not currently supported in the Contracts app.

To create a new contract template follow these steps:

Click on New contract template
Upload a .pdf file that represents the underlying contract template. You can click on Choose a file or drag and drop.
The template name will be auto-populated based on the file name, but you can edit it if you want to.
Add your blocks. See the table below to understand the differences.
Click on Create template.
Click on Share contract, add one or more clients, and then click on Send contract to confirm the contract request.

Block types

Type	Description
Client inputs	Your clients needs to explicitly add these inputs. These are commonly used for signatures, initials, dates, and text input (names, etc.).
My inputs	Your own inputs. These are commonly used for signatures, initials, dates, and text input (names, etc.).
Autofill fields	Autofill fields are automatically set when you assign a contract to a client. They include native Copilot properties like a client's name, client custom fields, and other properties like the contract share date. Our recommendation: If you use custom fields to track information like phone numbers and addresses, you can use autofill fields to automatically add this info to contracts.
Variable inputs	Variable inputs give you additional control over standard templates. These inputs can be set later when you actually share the contract with a client. Our recommendation: Variable inputs are great for info you don't know until you've decided to assign a contract to a client. For example, if you have a sales agreement you could set up a variable field with the total price of the contract.

Client experience

Email notifications

Clients receive email notifications when a contract is ready for signature. This email notification contains the contract as a PDF attachment for easy reference, and a link to the signing experience.

Clients receive a second email notification when all parties have signed the contract. This email notification contains the completed contract with an audit trail as an attachment.

Portal notifications