Contracts Module
E-sign agreements, track renewals, manage obligations, and search your full contract archive.
The Contracts module manages your full contract lifecycle — from drafting and e-signature through to renewals and obligation tracking. Every signed contract is stored, indexed, and searchable. Renewal alerts and obligation reminders mean nothing slips through unnoticed.
What the Contracts Module Does
Workestra's Contracts module helps you:
- E-sign natively — Send contracts for signature without DocuSign or third-party tools
- Track lifecycle stages — Move contracts from Draft through to Active, Renewed, or Terminated
- Catch renewals early — Automated alerts at 90, 60, 30, and 7 days before expiry
- Track obligations — Payment milestones, SLA commitments, delivery obligations — all logged and alerted
- Sign in order — Multi-party signing with configurable signing sequence
- Reuse templates — Clause-locked template library for legal pre-approval
- Search everything — Full-text search across all contracts, including uploaded PDFs
- Summarize with AI — Upload any third-party PDF and AI extracts the key terms and red flags
- Measure performance — Contract analytics: total value, time-to-sign, upcoming renewals
How to Enable Contracts
- Navigate to Settings > Modules
- Find the Contracts card
- Toggle it On
- Contracts appears in your sidebar
Contracts is available as an add-on on all plans. No per-envelope or per-signature fees.
Contracts Navigation
Contracts Sub-Pages
| Page | URL | Purpose |
|---|---|---|
| All Contracts | /contracts | Contract list with filters |
| Renewals | /contracts/renewals | Upcoming renewals dashboard |
| Templates | /contracts/templates | Template library |
| Settings | /contracts/settings | Stage config, alerts, e-signature |
Contract Lifecycle Stages
Contracts progress through a defined set of stages. Each stage change can trigger an Automation.
| Stage | Description |
|---|---|
| Draft | Being drafted internally |
| In Review | Sent for internal legal or manager review |
| Sent for Signature | At least one signatory has been emailed |
| Partially Signed | Some signatories have signed |
| Fully Signed | All signatories have signed |
| Active | Signed and currently in effect |
| Expiring Soon | Within the renewal alert window |
| Renewed | Renewed into a new contract |
| Terminated | Ended early by agreement |
| Expired | Passed end date without renewal |
Core Concepts
Contract
The master agreement record. Holds the parties, dates, total value, obligations, and complete signature history for a single agreement.
Template
A reusable contract structure with locked legal clauses and negotiable sections. Built and approved by your legal team; used by any team member to create a new contract.
Obligation
A tracked commitment inside a contract — a payment date, a delivery milestone, an SLA level. Obligations have due dates, responsible parties, and generate alerts when overdue.
Signatory
A party who must sign the contract. Each signatory has a name, email, title, and signing order. The contract sends to signers in sequence.
Integration Connections
| Module | How it connects |
|---|---|
| CRM | A signed contract auto-moves the linked deal to Closed Won |
| Finance | Contract payment schedule auto-creates recurring invoices |
| Sales | Order form acceptance can trigger a contract send |
| People | Employment contracts link to employee records |
AI Features
Upload any third-party contract PDF. AI extracts:
- Parties and counterparty details
- Effective date and term end date
- Key obligations and payment terms
- Auto-renewal clause and notice period
- Flags unusual or high-risk clauses (e.g., uncapped liability, unilateral amendment right)
Works on any language or document format.
Quick Setup
- Enable the Contracts module in Settings
- Create your first contract template
- Add a contract from a CRM deal
- Configure renewal alert recipients in Settings