Projects
Contracts & e-sign
Create reusable contract templates, generate client-specific contracts, and collect legally valid e-signatures — all without leaving CoPortal.
Contract templates
Templates are the master copies of your contracts. You write them once and reuse them across clients and projects, with placeholder variables that get filled in per contract.
Go to Settings → Contracts and click New template. Write your contract body using standard text. To insert dynamic values, wrap a placeholder in double curly braces:
This agreement is made between {{agency_name}} and {{client_name}}
for services relating to {{project_name}}, commencing {{start_date}}.
Payment of {{amount}} is due within {{payment_terms}} days of invoice.Common placeholder patterns:
- •
{{client_name}}— filled in when creating the contract - •
{{project_name}} - •
{{amount}} - •
{{start_date}} - •Any variable name you like — they all get replaced when generating the contract
Creating a contract for a project
Open any project and click the Contracts panel (grid icon on the project overview). Click Create contract:
- •Select a template from your library
- •Give the contract a name (e.g. “Service Agreement — Acme Corp”)
- •CoPortal fills in the template body — edit any placeholders directly in the text area
- •Click Create
Sending for signature
Once the contract is created, click Send for signature. CoPortal generates a unique signing link:
coportal.io/contracts/[id]/sign
Copy this link and send it to your client via email, WhatsApp, or however you prefer. The signing page is public and requires no login — just the direct link.
The signing experience
When the client opens the signing link, they see:
- •The full contract body in a clean, readable layout
- •A text field to type their name as their signature
- •A Sign contract button
After signing, CoPortal records:
- •Signed by — the name they typed
- •Signed at — exact timestamp
- •IP address — for verification
The contract status updates to Signed and the signing details are displayed in the Contracts panel on the project.