Setting up an Express Contract

Use Case: Perfect for distributing non-negotiable contracts in the form of url links to numerous counterparties, allowing them to provide necessary details for the contract and sign off with ease.

Welcome to our guide on setting up Express Contract Templates. These templates streamline the process of sending pre-signed, non-negotiable contracts to multiple parties. Let's get started!

Step 1: Select the contract for which you want to create Express Contracts

  • Use the shortcut Cmd+K (Mac) or Ctrl+K (Windows) and type "Workflow Manager". Enter "Workflow Manager" and select the contract workflow you want to convert into an Express contract.
  • Alternatively, go to the sidebar menu and navigate to Manage > Workflow Manager. Then, select the contract workflow you desire.


  • Only "Template workflow" types that are in the "Published" state can be converted into Express contracts.
  • You cannot create an Express Contract for contracts of the “Third-Party Paper Workflow” type.

Step 2: Review the Contract Workflow details

  • Review and verify the "Workflow Details". This section contains the basic information for this contract workflow.
  • You can also view the contract input questions that are required to be filled up by your company and the counterparty for the contract through the "Setup Document & Questionnaire" section.

Note: If you want to include or exclude additional information about the counterparty or your company, you can edit them under 'Setup Document & Questionnaire' using "Edit Questionnaire".

Step 3: Creating Express Contract templates for the selected contract workflow

  • Go to "Additional Options" and select "Express Contract"
  • If there are any existing Express Templates for this Workflow, they will be displayed here.
  • To create a new Express Contract, click on "New Draft"

Fill in Party Information and other basic inputs from your end

  • Complete the required "Party Information".
  • You can enable "Auto-Sign" if you want the documents to be signed automatically when you send them to a Counterparty. If this option is disabled, the signatory will need to sign manually.
  • Specify whether the counterparty is an organization or an individual.
  • Click "Next".
  • Depending on the selected Contract workflow, answer the basic questions associated with it.
  • After answering the questions, click on “Preview Contract” to see how the questionnaire responses appear on the contract. Some fields will be filled with a dummy variable within [square braces], which will be populated once the contract receives the Counterparties response.
  • Click on “Create Template” to set up the "Express Contract".

Step 4: Sharing the Express Contract URL link for getting contracts signed

Your contract is now ready to be shared with counterparties for their inputs.

  • Copy the "🔗Counterparty Shareable Link" and send it to any number of counterparties. They can fill in the required details and sign using the digital signatures embedded in the contract.

💡The counterparty can answer questions once they receive the link and authenticate themselves.

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Last updated on August 23, 2023