Sharing Contracts with External Parties

Share contracts with clients, partners, or other external parties who don't have a dashboard account. You can publish a template so anyone with the link can start a new contract, or share one specific contract with one person. Either way, the external filler can only submit — they can't finalize or sign.

On this page

Template public access

Make a template publicly accessible so anyone with the link can fill in a new contract:

  1. Open the template and toggle Public Access on.
  2. Optionally set a password to restrict access.
  3. Copy the public link to share.

Every visitor who opens the link gets their own new contract to fill in. Useful for intake forms, onboarding agreements, or any template you want many people to complete independently.

You can also embed the public form directly on your own website with an iframe — see Managing contract templates for the embed snippet.

Contract share link

Share a specific contract with a particular person:

  1. Open the contract detail page and click Share.
  2. A share link is generated with an auto-generated 6-character password.
  3. Send the link and password to the recipient.

External filler experience

This is what the recipient sees, step by step:

  1. Password gate — if a password is set, the filler enters it. A session is created (valid for 4 hours).
  2. Start screen — shows the template name, description, and a summary of what needs to be filled in.
  3. Fill form — the filler sees all fields and fills them in. An AI chat assistant helps with questions.
  4. Submit — the filler clicks Submit. The contract moves to Submitted status for your review.
The filler can only submit
External fillers cannot finalize or sign the contract — they can only submit it for your review. You finalize it yourself from the dashboard.

Sessions, resume, and expiry

  • 4-hour session. After the password gate, the filler's session stays valid for 4 hours.
  • Refresh-safe. Reloading the page (F5) keeps the same session and the values entered so far — the filler doesn't lose progress or have to re-enter the password.
  • Re-authentication on expiry. Once the 4 hours pass, the session expires and the filler is asked for the password again before continuing.

Daily limits

To protect public links from abuse, there is a daily per-IP limit on how many times a public form can be opened or submitted from the same address. Regular fillers won't hit it; it only stops automated or bulk abuse.

Next steps