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Templates with variables, conditional sections, locked blocks, and approval workflows. Reps customize the parts they own; legal-locked content never gets touched. Versioned, owned, and audit-friendly.
Template · MSA v3.2
14 sections · 6 variables · 3 conditional{{customer.name}}, {{deal.acv}}, {{term.months}}. Auto-filled from CRM, or asked at send-time.
Show the CA clause only when jurisdiction = California. Hide the BAA unless industry = healthcare. No more 47 templates.
Legal owns the legal page. Reps own pricing. Lock per role, never see the wrong version go out.
Templates ship with a default route — legal → finance → exec. Override per send when you need to.
Every send pinned to a template version. Update v3 without breaking the contracts on v2.
Browse community templates: NDAs, MSAs, SOWs, employment offers, board consents, investor updates.
Bulk-send a template to your contractor list, your portfolio companies, or your enrollment cohort. Per-recipient variables, per-recipient signatures, one audit trail.
Bulk send · Contractor NDA
Sent
482
Signed
418
Outstanding
64
87% signed · last reminder fired 14m ago
“We dropped from 47 contract variants to 3 templates with conditional sections. Legal stopped doing redlines, sales stopped sending the wrong version.”
Where do templates come from?
Your team. Or pull from our public library — NDAs, MSAs, SOWs, employment letters — that you fork and customize.
Can I use my own paper?
Yes. Drop in a Word doc or Google Doc, we'll detect variables and signature fields automatically.
Does it sync to my CRM?
Yes — auto-pull variables from HubSpot, Salesforce, Pipedrive at send-time. No more “wrong company name in the contract” emails.
60-day trial, public library included.