Contracts Settings
Configure contract stages, renewal alert thresholds, e-signature settings, and analytics.
Contracts Settings are accessible to workspace admins and users with the Contracts Admin role.
Contract Stages
Customize the stages that contracts move through:
- Add, rename, or reorder stages to match your workflow
- Configure automation triggers — choose which stages can fire Automations
- Mark terminal stages — Expired and Terminated stages allow no further transitions without an admin override
Renewal Alerts
Set when alerts fire before a contract expires:
- Default thresholds: 90, 60, 30, and 7 days before expiry
- Recipients per alert: contract owner, CRM account owner, specific users, or role-based (Finance, Legal)
- Delivery channels: in-app notification and email
You can set different recipients for each threshold — for example, notify only the contract owner at 90 days, then escalate to Finance at 30 days.
E-signature Settings
| Setting | Description |
|---|---|
| Identity verification | Require signatories to verify identity before signing |
| Link expiry | How long the signature link is valid (default: 30 days) |
| E-signature disclosure | Custom legal language shown to signatories before they sign |
Workspace Signing Identity
Workspace owners and authorized admins can save the legal signer identity used for countersigning contracts. The signature can be typed, drawn, or uploaded as a PNG, JPEG, or WebP image.
The saved identity is private and never signs a contract automatically. When a contract is ready for the Workspace signature, an authorized user must open the agreement, review the identity, and click Sign and execute contract.
See Contract signing and countersigning for the full workflow.
Contract Numbering
Configure how contract reference numbers are generated:
- Prefix — e.g.,
CTR - Starting number — e.g.,
1 - Padding format — e.g.,
CTR-0001
Numbers are assigned automatically when a contract is created.
Custom Fields
Add custom fields to contract records per contract type. Supports the same 12 field types as CRM:
- Text, number, date, select, multi-select, checkbox
- URL, email, phone, currency, long text, rating
Custom fields can be marked required and organized into sections per contract type.
Analytics
The Renewals dashboard includes contract analytics:
- Contract value by type and status
- Upcoming renewals in the next 90 days
- Average time-to-signature across all contracts
- Contracts by owner — workload distribution
Analytics are available to any user with access to the Renewals page.