Lightweight Contracts & Signatures Template
Send customer agreements for e-signature, track status, capture signing evidence, and store completed contract PDFs in one simple workflow.
Use this template to send simple customer agreements, collect electronic acceptance, and keep a clear record of what happened after each signature. It gives your team one place to draft agreements, send signing links, track status, store signed PDFs, and review basic signing evidence.
This template is best for lightweight agreements such as onboarding forms, service agreements, project approvals, renewals, and low-risk customer confirmations. It is not intended for high-risk legal workflows that require advanced identity verification, certificate-backed signatures, or specialized compliance controls.
| What it includes | How it helps |
|---|---|
| Contract records | Store the customer, signer, email address, agreement text, status, and files |
| Status pipeline | Move agreements from Ready to Sent for Signature, Signed, Completed, or Archived |
| Signing page workflow | Send customers a public signing link connected to the right contract |
| Signature audit fields | Capture signed date, IP address, remote host, user agent, and unique hash |
| PDF attachments | Keep the completed agreement attached to the contract record |
How To Use It
- Create a new contract record with the customer company, signer name, email address, and agreement content.
- Review the agreement text before sending. The signature workflow expects placeholders for signature, signer name, company, and date.
- Set the status to Ready when the agreement should be sent.
- The automation updates the record to Sent for Signature, creates a unique signing link, and emails it to the signer.
- When the customer signs, the template updates the contract to Signed, records the signing details, generates a PDF, and attaches it to the record.
- Use Completed when your internal follow-up is finished, then Archived for old agreements.
For a clean demo, open the contracts table and start with a blank-status record. Set it to Ready, then watch the status, signing link, and attachments flow through the process.