Contracts & E-Sign

Contract management software with built-in e-signatures and renewals

Create client and vendor contracts from reusable templates, capture dual e-signatures through a public signing link, and renew agreements without re-entering the terms. Threaded discussions keep the full negotiation history alongside the signed document.

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  • Free trial
  • No credit card
  • Free onboarding

Built in

  • Client & vendor contracts
  • Reusable templates
  • Dual e-signature
  • Public signing links
  • Renewals
  • Threaded discussions

Contract lifecycle

From template to renewal in six steps

One record carries the agreement from first draft through every renewal.

  1. Step 01

    Template

    Start from approved language for the contract type

  2. Step 02

    Create

    Add the client or vendor, value, dates and terms

  3. Step 03

    Share

    Send the public signing link by any channel

  4. Step 04

    Client signs

    Drawn or uploaded signature, no login needed

  5. Step 05

    Company signs

    Countersign from inside CrmLeaf

  6. Step 06

    Renew

    New dates, original values carried forward

What's inside

Six contract management capabilities

01

Contract Builder

Create client or vendor contracts with type, value, dates and a rich-text body - one at a time or in bulk.

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02

Reusable Templates

Set up contract types and templates so every new agreement starts from approved language.

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03

Dual E-Signature

Capture signatures from both the client and your company - drawn or uploaded - stored securely.

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04

Public Signing Links

Share a signable public URL that the other party opens in any browser, no login required.

See how it works
05

Renewals

Renew a contract with new dates while preserving the original values and terms.

See how it works
06

Discussions & Collaboration

Threaded discussions and file attachments keep the negotiation context alongside the agreement.

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In detail

How each capability works

01 / 06

Contract Builder

Every contract starts with a type (service agreement, NDA, vendor supply, or any custom type you define), an associated client or vendor, a contract value, start and end dates, and a rich-text body. Bulk quick-actions let you update, share or manage multiple contracts at once from the listing screen.

  • Create a contract against a client or a vendor from one screen
  • Assign a contract type, value, start date and end date
  • Rich-text body editor for the agreement terms
  • Bulk quick-actions for managing multiple contracts at once
  • Client or vendor
  • Contract type
  • Value & dates
  • Rich-text body
  • Bulk quick-actions
02 / 06

Reusable Templates

Contract templates pair with contract types so every new agreement starts from pre-approved language. Define as many types as your business needs - service agreements, NDAs, vendor contracts - and attach a template to each. When someone creates a contract, the template's body is pulled in automatically, reducing errors and keeping legal language consistent.

  • Define contract types and pair each with a reusable template
  • The template body auto-populates when creating a contract of that type
  • Edit the body per contract after creation - the template is a starting point, not a lock
  • Contract types
  • Template per type
  • Pre-approved language
  • Consistent terms
03 / 06

Dual E-Signature

Both parties sign the same contract: the client signs first through the public link, then your company countersigns. Signatures are captured as a drawn signature or as an uploaded signature image - whichever the signer prefers. For teams that require a recognised third-party e-signature provider, a DocuSign integration is available as an add-on.

  • Client signature captured on the public signing page
  • Company countersignature added from inside CrmLeaf
  • Signatures stored as a drawn signature or an uploaded image
  • DocuSign integration available as a paid add-on
  • Client signs first
  • Company countersigns
  • Drawn or uploaded
  • DocuSignAdd-on
05 / 06

Renewals

When a contract is up for renewal, you create a renewal that carries forward the original values and terms and only asks for new dates. The original contract stays as a historical record, and the renewed contract links back to it - so there's a clear chain from the first agreement through every renewal.

  • Renew a contract with new start and end dates
  • Original contract values are preserved automatically
  • The renewed contract links back to the original for a clear audit trail
  • Each renewal can be signed and shared independently
  • New dates only
  • Preserves original values
  • Linked renewal chain
  • Historical record kept
06 / 06

Discussions & Collaboration

Every contract carries threaded discussions with file attachments, so the negotiation context - questions, clarifications, red-line requests, supporting documents - stays alongside the agreement it produced. Team members and stakeholders collaborate in one place instead of scattering context across email threads.

  • Threaded discussions per contract for structured conversation
  • Attach files - red-lines, supporting docs, approvals - directly to the thread
  • Full negotiation history preserved alongside the signed agreement
  • Threaded discussions
  • File attachments
  • Team collaboration
  • Full negotiation history

Connected across CrmLeaf

Contracts plug into the modules your team already uses

A signed contract feeds into invoicing, project setup and CRM reporting without re-entering data - every module reads from the same client, vendor and contract records.

  • CRM & SalesLink contracts to deals and track contract value in the pipeline
  • InvoicingBill against a signed contract with one click
  • ProjectsAttach a contract to a project for scope reference
  • DocuSignAdd-onConnect a DocuSign account for recognised third-party e-signatures
Sign once · bill, deliver and renew from the same record

FAQ

Common questions about CrmLeaf contract management

Signing, renewals, vendor contracts and add-ons - what teams ask before they send their first agreement.

  • No. CrmLeaf generates a unique public signing link that the client opens in any browser - no account or login required.

Related

Explore further

CRM & SalesDeals, leads and pipelineInvoicing & BillingBill against signed contractsEstimates & ProposalsQuoting and acceptanceAdministrationUsers, roles and permissions

Start signing contracts today

Create your first contract from a template, share the signing link, and capture both signatures before your trial ends.

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