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How to create a contract with multiple signees
Multi-party contracts give each signee their own unique URL, track partial signatures in real time, and generate a completed PDF the moment everyone has signed. Here is how to create and send a contract with multiple signees.
- Create a contract. From the Contracts page, start a new contract in the block editor. Write the terms and conditions using text blocks with rich formatting: headings, paragraphs, numbered clauses, and any relevant legal language. Templates can be used to pre-fill standard terms.
- Add signees. Click the signees field to search for existing contacts or companies from your directory using the people and company selector. You can add as many signees as you need. Each signee is stored as a person or company entity from your contacts. If a signee does not exist yet, you can create a new contact directly from the selector.
- Place a signature block for each signee. Add a signature block in the contract body for each person who needs to sign. Blocks can be positioned at the end of the document or after specific sections. Each block is assigned to a specific signee so the right person signs in the right place.
- Send the contract. Each signee receives a unique signing URL via email. The URL opens the contract in a branded portal where the signee reads the terms and signs their designated block. Signees do not need a Plutio account to view or sign.
- Track signing progress. The contract detail view shows signing progress in real time. Signed entries display the signature image or typed name, the date and time of signing, the signer's IP address, and browser information (visible to users with permission). Unsigned entries show as Pending with an option to resend the signing link. The actions bar shows Awaiting signatures (X of Y signed) while signatures are still outstanding. Once at least one signee has signed but others have not, the contract status changes to Partially signed. Resending a link to a pending signee does not invalidate signatures already captured.
- All parties sign. Once every signee has signed, the contract status changes to Signed automatically. A completed PDF is generated with all signatures, timestamps, and legal capture details embedded. The PDF serves as the final record and can be downloaded by any party.
How signing works
All signees can sign independently in any order. Each signee gets a unique URL with their own signing key, so multi-party contracts do not require coordinating schedules or sharing a single document link. Signees open the contract from their own device, review the terms, and sign their designated block whenever they are ready.
Contract statuses
| Status | Meaning |
|---|---|
| Draft | Created but not sent. Invisible to signees. |
| Pending | Sent to signees via their unique links. No signatures captured yet. |
| Partially signed | At least one signee has signed, but not all. |
| Signed | All required signatures captured. Completed PDF generated. |
| Cancelled | Contract has been cancelled or voided. |
