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Contracts

Generate contracts from data you already have, send them out for signature, and keep a record of what was signed and when.

Portant connects a source (CRM, form, spreadsheet) to a contract template. Personalised fields fill in automatically, the contract goes out for eSignature, and the signed PDF lands back in your outputs.

Contract workflow built in Portant with template, tags, and an eSignature step

What you'll need

  • A source with the counterparty details, for example HubSpot, Google Sheets, or Google Forms
  • A contract template in Google Docs or Word
  • Recipients who will sign the contract

Build the workflow

  1. Create a workflow and connect your source.
  2. Add a template block and select your contract document.
  3. Place tags where personalised content needs to appear: party names, addresses, effective dates, fees, signing authority.
  4. If parts of the contract are only relevant for some deals (jurisdiction-specific clauses, optional schedules), gate those sections with conditional logic for documents.
  5. Add an eSignature block, then drop signature, date, and any text or checkbox placeholders into the document where the signers need to fill them in.

Sending and tracking

  • Customise the signature request email so the recipient understands what they're signing.
  • Once everyone has signed, Portant emails the final PDF to all parties and stores a copy on your Outputs tab.
  • For longer review cycles, see signature link expiry and resend signature requests.