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Contracts and e-signature
Templates, sending for signature, tracking signers and sealed PDFs.
Create a contract
Draft a contract for a client from a template or from scratch, fill it with merge fields, add signers and save it as a draft.
Interactive walkthrough
Requires: Contracts & e-signature
Contract templates
Save reusable contract texts with merge fields, start from the ready-made service agreement and NDA, and see every merge field you can use.
Interactive walkthrough
Requires: Contracts & e-signature
Send a contract for signature
Choose the signers and their order, send the contract by email, share a signer's link yourself or sign it on the spot, and know what happens after.
Interactive walkthrough
Requires: Contracts & e-signature
Track signatures
Follow a sent contract: what each contract and signer status means, the timeline, resending links and reminding the signer whose turn it is.
Interactive walkthrough
Requires: Contracts & e-signature
Reminders and expiry
How automatic signature reminders work, how to change their schedule or switch them off, and what happens when a signing deadline passes.
Requires: Contracts & e-signature
Upload a PDF contract
Send a finished PDF, such as a contract from your lawyer or the client, for e-signature instead of writing it in Bilify.
Requires: Upload finished PDFs for signature
Void a contract
Cancel a contract that is out for signature, what signers and the client see afterwards, and why signed contracts cannot be voided or deleted.
Interactive walkthrough
Requires: Contracts & e-signature
Still stuck?
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