Help Center / Proposals and contracts /
Contracts overview
Contracts are standalone legal documents built with the same drag-and-drop block editor used for proposals and invoices. Each contract carries its own status lifecycle, supports multiple signees, and connects to projects and proposals for a linked workflow.
Contract statuses
Contracts move through a clear status progression: draft (created but not shared), pending (sent to signees, awaiting signatures), partially signed (some but not all signees have signed), signed (all required signatures captured), and cancelled (withdrawn or voided). Status updates happen automatically as events occur, so the contract list always reflects where each document stands.
The contract list
The contract list displays all contracts with their status, signee names, linked project, and dates. Contracts can be filtered by status, client, or project, and sorted by any column. Each row links directly to the contract editor or the signed document view.
Multi-signee support
Contracts support multi-party signing, where each signee gets a unique URL to view and sign. Partial signing is tracked, showing which parties have signed and which haven't. Once all parties sign, the contract status changes to "signed" and a completed PDF is generated.
How contracts connect to proposals and projects
A contract can be linked to a proposal so both documents share a single signing flow. Signing the proposal can also sign the linked contract, or the other way around. Contracts also link to projects, so the terms governing a project sit alongside the project's tasks, invoices, and files. Because contracts share the same block editor as proposals, teams that build proposals already know how to create contracts without learning a new tool.
