Effortless eSignatures for small businesses.
Copilot's Contracts App is the highest rated eSignature and contract management platform specifically designed for tech-enabled professional and creative service firms.
Effortless contract creation & seamless signing for clients
Effortless contract creation & seamless signing for clients
Audit trails
Audit trails provide proof of contract access, review, and signature.
Templates
Create reusables templates with autofill fields and variable fields.
Branded signing
Provide clients a completely white-label signing experience.
Security
Stay compliant with SOC2 and HIPAA compliance.
Contracts API
Assign contracts to clients and use contracts submission data in workflows.
Automations
Use our internal automations feature to assign contracts as part of workflows.
Zapier and Make
Use no-code tools like Zapier and Make for contract automation workflows.
Exports
Seamlessly exports contracts in PDF and contract analytics reports in CSV.
Contract Management FAQs
One-off contracts are ideal for unique agreements tailored to specific clients, while templates are perfect for recurring documents that you'll use multiple times. Templates can be enhanced with autofill fields and variable inputs to save time and ensure consistency.
The Copilot Dashboard keeps templates and one-off contracts organized in separate sections for a clean, intuitive experience.
Autofill fields intelligently populate your contracts with client information when assigned. These fields can include standard details like client name and email, custom fields you've created, and contextual information such as the contract share date.
Variable inputs give you more flexibility by letting you customize specific details when sharing a contract. For instance, in a sales agreement template, you might want to adjust the amount field right before sending it to your client.
Streamline agreements. Sign from anywhere.
