DocumentLane Docs
For your team

Contracts signed by both sides

Upload a contract PDF, place fields for each party, and get one signed copy both sides can download.

Setting up a contract

  1. 1In a template, add a requirement of type Contract and upload the PDF.
  2. 2Open the contract builder and place fields: signature, initials, name, date and text, each assigned to the client or to your company.
  3. 3Save and publish the template.

Signing

  1. 1The client clicks Review & sign in their portal, fills in their fields on the PDF and signs.
  2. 2Your team countersigns from the Documents page.
  3. 3The final PDF, with a completion certificate, can be downloaded by both parties.
If you click Request changes, the client sees Review & sign again and can sign the corrected contract.

Plan

Contracts and e-signatures are part of the Professional plan and above. Features from higher plans are marked with a plan tag; hover it to see how to upgrade.

PreviousReceiving documents by email

Still stuck? Email hello@documentlane.ai.