Send a contract for e-signature
When the Contracts module is on, each opportunity gains a Contract tab where you draft an agreement, drop in the deal's details automatically, and send it out to be signed.
To draft and send:
1. Open the deal on /opportunities and go to its Contract tab.
2. Start from a saved template or a blank document. The editor auto-fills merge fields from the opportunity, account, and contacts — insert any {{token}} with one click.
3. Press Preview to see the contract with the tokens filled in.
4. Press Send for signature. The customer gets an emailed link to a signing page where they can sign (drawn or typed).
Tracking the signature:
The contract's status moves draft to sent to signed (or declined) on its own. Where you countersign, that happens in-app. Every step — sent, signed, executed — is logged on the deal's activity feed, so the whole team sees the agreement's status without leaving the deal.
Reusable templates you save are available to your org, and to partner orgs when you mark them shared.