Contracts App

Intro

We’re excited to introduce the Contracts App — a powerful, secure, all-in-one contract management solution. This new app is now in Launchpad and will be released to everyone on January 18th.

Video Overview

https://youtu.be/SnoSH9wryUY

New features

• Ability to create reusable contract templates. You can create a template once and reuse it for clients as needed.
• Consolidated view of submissions and outstanding requests. This makes it easy to quickly know who you’re still waiting for.
• Autofill fields. These are fields that automatically get set when a contract is shared with a client. For example, if you have an “address” custom field set to “123 Main Street” for John Doe, if you use the {{client.address}} autofill block, when you share the contract with John Doe, the {{client.address}} will resolve to “123 Main Street”.
• Variable fields. After you create a contract template you can assign it to clients. Variable fields are set at the time of contract sharing, not at the time of contract template creation. This is helpful, for example, if you have a standard sales agreement with a “Total cost” field where you want to set a different value every time you share the contract.
• Dozens of improvements to design and performance, including better block sizes and resize behavior, crisper PDF generation, and more streamlined mobile signing.

Features we’ll release on January 18 (General Availability)

• Comprehensive API coverage for contracts. Specifically you can Retrieve, Send, and List Contract Templates and you can utilize a contract.completed webhook. You’ll be able to set up automations with our API, Zapier, or Make.
• Along with the Contracts App release on January 18, we’ll also release an updated notification center. The notification center will be the new home for all notifications, including contract completed notifications.

Migration notes

• We’ve automatically enabled the Contracts App in your workspace. Any previous contracts that have been signed or were outstanding will show under the “Submissions and requests” tab. Note though that they will not have an associated contract template.