Contracts your customers can sign in seconds
Create professional contracts from reusable templates, send them with a single click, and track every step from draft to signed. Customers approve and sign via a secure link -- no login required.
Contract Management is available on the Enterprise plan. All companies start with a 14-day free trial with full access.
Everything you need for professional contracts
From template creation to signed agreement, Pillar handles the full contract lifecycle without leaving the platform.
Template Library
Create reusable templates with categories and versioning. System templates help you get started quickly.
Variable Substitution
Use {{placeholders}} for customer name, job details, dates, and amounts. Pillar fills them in automatically.
E-Signature Capture
Customers sign directly in the browser. Signatures are stored securely for your records.
Tokenized Approval Links
Send a secure, unique link. Customers review and sign without creating an account or logging in.
Financial Tracking
Total amount, deposit amount, deposit due date, and contract validity period tracked on every contract.
File Attachments
Attach scope of work documents, insurance certificates, permits, or any supporting files.
Build once, reuse everywhere
Create contract templates with rich text content and variable placeholders. When you generate a contract, Pillar substitutes customer name, job details, dates, and amounts automatically.
Rich text content
Write contracts with full formatting -- headings, lists, bold, italics. Content renders cleanly for customers.
Template versioning
Track version history on each template. Previous versions are preserved for reference and audit.
Category organization
Group templates by type -- installation, maintenance, warranty, service -- for fast selection.
Track every contract from draft to signed
Each contract moves through a clear status pipeline. View tracking tells you exactly when a customer opened the link.
View Tracking
Know the exact moment a customer opens the contract. The viewed_at timestamp is recorded automatically.
Rejection with Reason
When a customer declines, they can provide a reason. You see why and can revise and resend.
Send and Resend
Send the contract once or multiple times. Each send is tracked in the contract history.
Validity Period
Set an expiration date. Contracts that pass the deadline automatically move to Expired status.
Void Contracts
Void a contract at any time if the terms change or the agreement is no longer needed.
Auto-Generated Numbers
Each contract gets a unique number per company per year, automatically assigned when created.
Approve and sign without logging in
Send customers a secure, tokenized link. They review the contract, sign with a digital signature, and you get notified the moment it happens. No account needed.
Secure tokenized links
Each approval link uses a unique token. Rate limiting prevents brute-force access attempts.
Digital signature capture
Customers draw their signature in the browser. The image is stored as a secure file for your records.
Instant notification
Your team is notified the moment a contract is approved or rejected. No waiting, no follow-up calls.
Contract Approval
HVAC Installation Agreement
CTR-2026-00042 · Henderson Residence
Contract sent
Feb 4, 2026 at 10:15 AM
Customer viewed
Feb 5, 2026 at 9:02 AM
Contract approved & signed
Feb 5, 2026 at 2:34 PM
Digital Signature
Sarah Henderson
Signed Feb 5, 2026 at 2:34 PM
Contract Financials
Total Amount
$12,450.00
Deposit Required
$2,490.00
Deposit Due
Feb 12, 2026
Valid Until
Mar 7, 2026
Attachments
Amounts, deposits, and deadlines in one place
Each contract tracks the total amount, deposit required, deposit due date, and validity period. Attach supporting documents like scope of work, insurance certificates, or warranty details.
Total Amount
Full contract value tracked
Deposit Tracking
Deposit amount and due date
Validity Period
Auto-expires when deadline passes
Attachments
Scope docs, permits, insurance
Visible in the customer portal
Customers see their contracts directly inside the self-service portal alongside jobs, invoices, and equipment. They can review and sign from their portal dashboard.
Portal Contract View
Customers see all their contracts in the portal with current status and the ability to review signed copies.
In-Portal Signature
Logged-in customers can sign contracts directly from their portal dashboard without using the tokenized link.
Linked to Jobs & Estimates
Contracts appear alongside the related job and estimate, giving customers full context on the agreement.
Works with the rest of Pillar
Contracts link to customers, jobs, and projects. When a contract is approved, the related job can move forward.
See contract management in action
Schedule a demo and we will walk through how Pillar handles contract templates, customer approvals, and signature capture -- with your workflows in mind.