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Contracts App

Prepare, sign, send, and manage all your eSignature contracts in one place.

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Everything you need to send & sign

From contract template creation to client signature, the Contracts App gives you everything you need to securely streamline contract management.

Create templates

Configure contract templates once, then reuse them as needed. Autofill fields connect to the Copilot CRM, so if you have custom fields they will auto-fill when assigned to clients. Plus, variable fields let you specify client-specific values at the time of contract sharing, rather than contract template creation.

Give your team all the tools it needs to set up templates, request eSignature, and more

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Powerful API

Assign contracts to clients and use contracts submission data in workflows.

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Zapier and Make

Use no-code tools like Zapier and Make for contract automation workflows.

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Audit trails

Audit trails provide proof of contract access, review, and signature.

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Security

Securely sign and request signatures for your most important contracts.

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"Copilot is the ultimate sidekick for Trulytell - it lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "

Joshua Brueckner

Founder, Trulytell

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Upgrade your service business

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The new standard for modern services business.