Contract Workflow — How It Works

From upload to execution,
every contract under control.

Upload a PDF, add signers, place fields, send for signatures, and monitor the entire lifecycle — all from one dashboard.

Scroll to explore
1

Upload & set expiration

Upload your PDF, set the expiration date, and choose reminder intervals — 90, 60, 30, or 1 day before. You'll never miss a renewal window again.

PDF
Drop your contract PDF here
Expiration Date
March 15, 2027
Reminder Intervals
90 days
60 days
30 days
1 day
2
Next: Add your signers
2

Add your signers

Add each signer's name and email. Define the signing order so the contract flows to each party in the right sequence.

Signing Order
Contract will be sent to each signer in order
1
Sarah Johnson
sarah@acmecorp.com
2
Michael Torres
m.torres@globex.io
3
Emily Chen
echen@initech.com
+ Add another signer
3
Next: Place & assign fields
3

Place & assign fields

Drop signature, initials, date, and checkbox fields directly onto the contract. Assign each field to its designated signer — color-coded so nothing gets missed.

Signature
Initials
Date
Signature
Signature
Initials
Date
Checkbox
4
Next: Send & sign
4

Send & sign

Hit send. The contract goes to the first signer. Once they sign, it moves to the next — and the next — until every party has signed. No chasing, no forwarding.

Sarah J.
Signed
Michael T.
Signing now
Emily C.
Waiting
5
Next: Monitor & execute
5

Monitor & execute

See exactly where the contract stands at all times. Once all parties have signed, execute the document. Signed copies are automatically sent to everyone.

Service Agreement — Acme Corp
Signing Progress 2 of 3 signed
1
Sarah Johnson
sarah@acmecorp.com
Signed
2
Michael Torres
m.torres@globex.io
Signed
3
Emily Chen
echen@initech.com
Pending
Execute Contract
D
DocOTTO

Ready to take control of your contracts?

From upload to execution, manage every contract in one place.