Contracts

Keep the agreement moving.

Turn a repeatable agreement into a clear signing workflow. Prepare a PDF template, invite the right people, and follow each request through to completion from the workspace where you manage customer relationships.

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Cedros Contracts overview with template status and signer progress for example agreements. /media/objects/9a4c293de52c5e9b0ad52744c10a01d94ccb5b4ecc04a5ec618315f30dc56742/retained/1f589d95-ac79-5410-98a9-7a5090039d1e/assets/2026/09/fdf7ff0e-35bd-40cf-93f8-6ecdcb9dde1f.webp Real Cedros interface · example workspace data

From reusable document to completed agreement

Prepare the agreement once

Upload a PDF, place the signing fields, and define the signer roles. Keep a reusable template for agreements you send regularly, then create a new request with the right recipients. Archive templates you no longer use so current agreements remain easy to find.

Send each signer a clear next step

Create a signing request with a recipient for each template role and send the invitation. Cedros tracks signer order and progress, helping multi-person agreements move through the intended sequence. Recipient access requirements belong to the request you prepare.

Follow up with the right person

See which requests are sent, open, completed, declined, or expired. Inspect when a signer opened or completed a request and any recorded decline reason. Resend the current eligible signer’s invitation, or cancel a pending request when the agreement is no longer needed.

Retrieve the completed agreement

Open a completed submission to generate its document artifacts and signing evidence, then download through a temporary link. The request, signer progress, and completed record stay organized together, making the agreement easier to find during a customer handoff.

Keep agreements connected to customer work

Resolve the right person from CRM before sending a request, and return to customer context when following up. Your assistant can help find templates, inspect signing progress, and prepare supported contract actions within its permissions.

Get ready for the first request

Configure document storage and invitation email, complete the sender’s signer profile, and prepare a reusable template. Your team supplies and reviews the agreement’s terms, then uses Cedros to manage delivery, signing progress, and the completed document.

Useful to know

Can more than one person sign?

Yes. Templates define signer roles, and a request assigns a recipient to each role. Submission details show each signer’s status and signing order.

What if the recipient needs another invitation?

You can resend the current eligible signer’s email with a refreshed secure link. You can also cancel a pending request to revoke remaining signer access.

What do I need before sending?

A prepared PDF template, recipient details, your sender profile, and configured storage and email. Your business chooses the terms and signing requirements appropriate to the agreement.

Keep the agreement moving from proposal to completion.

Reuse the template, follow each signer’s progress, and keep the finished document close to the customer relationship.

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